Ckredence Wealth All Weather PMS

Key Portfolio Attributes

Inception Date: 10th June 2021

Portfolio Manager’s Name: Mr. Kartik Bhaskerray Mehta

Portfolio Manager’s Experience: 17 years of experience in Finance and Equity Management

Portfolio Manager’s Qualification: MBA in Finance from the Indian Institute of Finance, Delhi

Investment Objective

The investment objective of Ckredence All Weather PMS is to generate long term capital appreciation and superior returns by investing across asset classes such as Indian equity, offshore mutual fund schemes/ETFs and gold ETFs with an objective of giving investors an enhanced diversification. The proposed portfolio normally invests in 25-35 Stocks.

Portfolio Strategy

The investment strategy of Ckredence All Weather PMS will be designed to capture the benefits of all asset classes be it domestic equity, overseas equity and gold.

Investment Philosophy

The investment philosophy of Ckredence All Weather PMS is to invest with an objective of generating long term wealth with sustained capital appreciation. The ideology of risk adjusted returns is followed which additionally helps in capital preservation.

Performance Table #

Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

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#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.

Related Investment(s)

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