Wealth Preserve is a debt portfolio management service (PMS) strategy run by Ckredence Wealth Management Pvt Ltd, launched on 1 Oct 2024. It manages ₹1.5 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +5.36% over 1 year (+5.31% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹1.5 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹1.5 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
01/10/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.41%
3 Months
+2.50%
1 Year
+5.36%
Since Inception
+5.31%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.