- SEBI reg.
- INP000007164
- Services
- Discretionary, Advisory
- Reported
- 30 Sep 2026
Ckredence Wealth Management
₹901 Cr
Assets under management
584 clients · 7 strategies · 30 Sep 2026
Ckredence Wealth Management managed ₹901 crore for 584 clients at 30 Sep 2026, across 7 strategies, most of it for domestic individuals and others. In September clients added ₹30.14 crore and withdrew ₹10.35 crore.
Key numbers
- SEBI registration
- INP000007164
- Discretionary AUM
- ₹894 Cr
- Advisory assets
- ₹7.07 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| All Weather | Equity | ₹256 Cr | +15.49% | −2.33% |
| Business Cycle Fund | Equity | ₹217 Cr | +11.82% | −7.09% |
| Ice Growth | Equity | ₹211 Cr | +19.41% | −2.33% |
| Diversified Mcap | Equity | ₹169 Cr | +15.60% | −2.33% |
| FOCUS Multicap | Equity | ₹37.29 Cr | +12.48% | −7.09% |
| Akta Flexicap Investment Approach | Equity | ₹3.47 Cr | — | — |
| Elite Bluechip Fund | Equity | ₹0 | — | — |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 514 | ₹782 Cr |
| Domestic corporates | Discretionary | 17 | ₹69.04 Cr |
| Non-resident Indians | Discretionary | 52 | ₹42.84 Cr |
| Domestic individuals and others | Advisory | 1 | ₹7.07 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹30.14 Cr
- Outflow, Sep 2026
- ₹10.35 Cr
- Net, Sep 2026
- ₹19.79 Cr
- Inflow, FY to date
- ₹185 Cr
- Outflow, FY to date
- ₹82.78 Cr
- Net, FY to date
- ₹102 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Ckredence Wealth Management manage?
₹901 crore for 584 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Ckredence Wealth Management have?
584 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Ckredence Wealth Management offer?
It reported 7 to SEBI for 30 Sep 2026: All Weather, Business Cycle Fund, Ice Growth, Diversified Mcap, FOCUS Multicap, Akta Flexicap Investment Approach, Elite Bluechip Fund.
Is Ckredence Wealth Management registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000007164.
Has Ckredence Wealth Management had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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