Chirag Shah
Ckredence Wealth
B 101/106, Tirupati Plaza, Near Collector Office, Athwagate, Surat 395001, Gujarat, India. T 0261 - 4084444
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Our Services
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Portfolio Management Service
For high-net-worth clients, Ckredence Wealth offers Portfolio Management Services (PMS). A professional money manager or portfolio manager tailors the investment portfolio of a client to suit his/her specific needs.
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Registered Investment Advisor (RIA)
We at Ckredence Wealth explain the investment ideas of our experts and propose adequate investment solutions to our clients. Understanding investors’ risk profiles, identifying the needs and goals of the clients, and providing them with recommendations and advice related to their portfolio and investment
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MUTUAL FUND
A mutual fund is a pecuniary tool consisting of a pool of money collected from different investors to invest in securities like stocks, bonds, etc. Mutual funds are handled by professional portfolio managers, who allot the funds and manage them carefully to generate wealth for the fund’s investors to attain the investment objectives. The mutual fund market is regulated by the Securities Exchange Board of India to ensure responsible and transparent management of the investor’s wealth.
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Equity
Equity is the total amount of money that a shareholder is entitled to receive if all of a company’s assets are liquidated after clearing all debts. When a company requires funds for its businesses and meets its working capital requirements, it can use both debt and equity instruments. It dispenses its shares or stocks through Initial Public Offerings (IPOs) or offers loan instruments with fixed interest rates, called debentures. When you invest in a company’s equities, you become its partial owner. Once a listed company provides its stocks to investors, they can be traded – purchased and sold – in stock exchanges, like the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE). Investing in equity shares is well-favoured as they provide high returns. However, despite their potential high returns, they also have certain risk factors associated. Thus, it is essential to measure their risks before investing in equity stock.
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Insurance
Insurance is an essential component of every financial planning. There are various risks associated with finance and insurances; make sure to identify and mitigate these risks for fruitful financial planning for a steady life. With adequately structured life, disability, long-term care, and critical illness insurance, one can transfer the financial risk of uncontrollable events to a third party- the insurance company. Insurance is a contract represented by a policy; the insurance company offers financial protection or reimbursement against losses. The company pools clients’ risks to make payments more affordable for the insured.
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