Ckredence Wealth

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Shreyas Bhukhanwala

Mr Shreyas Bhukhanwala, a Chartered Accountant degree holder, has worked for over 15 years in Indian Equity markets and fund management. His journey embarks on his experience from renowned companies like Latin Manharlal Securities, Sushil Financial Services & Canara Robeco Asset Management Company Ltd. He believes in keeping a fine balance between top-down and bottom-up approaches and capturing the entire market cap value chain across the sectors. He poses expertise in identifying opportunities & initiating coverage in various companies, especially in mid-cap space.

Years of experience

15+ years

SEBI Registered

INA000016588

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All your questions answered

Frequently asked questions

What are the products offered?

The portfolio would consist of 30-35 stocks. The investment would be done in well-researched stocks across sectors with the right blend of growth & value. The allocation would be based on thorough research on macroeconomic parameters followed by a top-down or bottom-up approach. Clear determination of the Investment thesis and financial modelling along with a regular periodic review of investments would be the part of key process. It would involve Strategic as well as Tactical asset allocation wherein Strategic would be more long-term in nature while tactical would be more opportunity based.

What is their investment philosophy?

Our investment philosophy is based on the premise that the economy at any given point in time is driven by three important drivers i.e., Investment, Consumption and Exports (ICE) wherein the right blend across segments can help generate better returns over the long run. The aim is to create long-term capital wealth for investors by judiciously investing in quality and well-researched companies across sectors. In-depth research, well-defined process along with multiple sector understanding remains our key strength which helps us deliver better returns over the long run.

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.