Ckredence Wealth PMS
Strategic rotations across market cycles
Three distinct strategies — All-Weather, Business Cycle, and ICE Growth (Investment-Consumption-Exports) — that rotate positioning based on which economic pillars are in their growth phase.
Quick Facts
Minimum Investment
₹50 Lakh
Target Return
Beat market over 3-5 years
Horizon
3-5 years
Risk Level
INP000007164
Why This Product
Three strategies: All-Weather, Business Cycle, ICE Growth
Tactical rotation across economic pillars
Formerly Chirag Investment, est. 1987 (35+ years)
Monthly market landscape research reports
How to Invest
Initial consultation to determine strategy fit (All-Weather / Business Cycle / ICE Growth)
Complete PMS onboarding documentation and risk profiling
Transfer ₹50 Lakh minimum — portfolio constructed within 15-20 business days
Receive monthly market landscape reports and quarterly portfolio reviews
Annual strategy review meeting with portfolio management team
Risk Factors
Cyclical strategy — wrong cycle call can lead to underperformance
Concentrated positions — typically 15-25 stocks per strategy
Tactical rotation involves higher portfolio turnover and transaction costs
Manager discretion on sector and stock rotation timing
Key Documents
PMS Disclosure Document
SEBI-mandated strategy, fees, and performance history
Investment Management Agreement
Legal terms between investor and portfolio manager
Monthly Market Landscape Report
Proprietary research on economic cycles and sector rotation
Request documents from your advisor or contact us on WhatsApp.
Fees & Charges
Regulatory
Eligibility & Access
Best Suited For
Investors seeking active cycle-based strategies with experienced management
Ready to Explore Ckredence Wealth PMS?
Speak with an advisor who can walk you through the details and how this fits your portfolio.
ARN-189009 · Investments are subject to market risks. Past performance is not indicative of future returns.