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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −3.2% | −5.6% | +2.4% |
| 3 Months | +4.8% | −3.6% | +8.4% |
| 6 Months | +32.1% | +8.1% | +24.1% |
| 1 Year | +19.4% | −2.3% | +21.7% |
|---|
| 2 Years | +10.3% | −3.9% | +14.2% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +10.3% | +11.7% | −1.4% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 24-month window · Source: Computed from NAV history
Maximum drawdown: 18.3%
CKredence Wealth Management’s story and investment philosophy are on the CKredence Wealth Management firm page.
Kartik Mehta
Fund managerCIO, PMS Fund Manager
Mr. Kartik Bhaskerray Mehta is the Chief Investment Officer and Fund Manager of Portfolio Management Services at Ckredence Wealth. Recently joining our team, he holds an MBA in Finance from the Indian Institute of Finance, Delhi, and brings 20+ years of extensive experience in Finance and Equity Management. His impressive market knowledge is backed by his tenure at esteemed institutions such as IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt Ltd., and Asset Alliance Securities Pvt Ltd. Mr. Kartik is exceptionally qualified to manage client portfolios and develop comprehensive investment strategies.
Arvindbhai Shah
Founder
Arvindbhai Keshavlal Shah is the visionary founder and guiding force behind Chirag Investments and Ckredence Wealth. With a dream that began 34 years ago, he aimed to make investments accessible and feasible for everyone. Mr. Arvindbhai brings immense expertise in finance and accounting, ensuring that each client receives tailored solutions to meet their specific needs. His cost-effective operational methods guarantee that the company provides maximum services at minimal charges. Known for his kind-hearted and compassionate nature, Mr. Arvindbhai is dedicated to fostering lifelong relationships with both clients and employees. Over three decades, he has built a formidable financial institution renowned for its exemplary service tradition.
Chirag Shah
CEO, Director
Chirag Arvindbhai Shah, the son of Mr. Arvindbhai Shah, is the Managing Director of Chirag Investments and Ckredence Wealth. He upholds his father's astute business policies and has successfully advanced the family legacy. Certified in various finance and investment courses, Chirag brings a fresh and innovative perspective to the company. He is dedicated to developing new investment strategies and creating diverse avenues for fund diversification. Over the past 26 years, Chirag has built commendable relationships with clients, understanding their needs and securing the best possible investment opportunities for them.
Registration No
INP000007164
Fund Manager
Mr.Kartik Bhaskerray Mehta
Principal Officer
Mr.Kartik Bhaskerray Mehta
Inflow
₹8.27 Cr
Outflow
₹0.07 Cr
Net
₹8.20 Cr
Not reported — complaint data for this strategy isn't available yet.
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