Credent PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Credent Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.145.93 Cr.
Avg. 1 Year Return 10.30%
Active Clients 43
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 8 Years

Credent PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Aditya Vikram Kanoria

Founded In (year)

2017

Credent Portfolio Management Service Performance or Returns

1 Year Return

10.30%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

18.08%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

2.68%

Nifty 50 - 5 Year Return

11.52%

Credent PMS Commission, Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%


Best Strategies by Credent Portfolio Management Services

Check out various strategies or Investment approaches provided by Credent Portfolio Managers.

Strategy Name Growth Portfolio Aim Multi cap
Start Date 01-Nov-17 20-Mar-23
Category Multi Cap Multi Cap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks 21 Not Disclosed
1 Yr. Return 14.29% NA
3 Yr. Return 20.66% NA
5 Yr. Return 9.25% NA
Fund Manager Mr. Aditya Vikram Kanoria Mr. Aditya Vikram Kanoria

Top Fund Managers of Credent PMS

#1

Mr. Aditya Vikram Kanoria

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Credent Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.25% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Credent Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Credent PMS Dashboard Link

Web Platform


Credent PMS Review or Ratings by Finec.in

Overall Rating

7.18 / 10

Portfolio Performance

7.14 / 10

Support

7.32 / 10

Facilities

7.07 / 10

Charges

7.00 / 10

Experience

7.36 / 10

Credent Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006101

Contact Person

Naveen Nath

Telephone No.

022 6820 8901

Address

One BKC, G Block, C-Wing, 9th Floor, Unit No. 915, Bandra Kurla Complex, Bandra East, MUMBAI, MAHARASHTRA, 400051

Starting Date

Aug 16, 2018

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Credent PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Credent Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Credent PMS

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