Information only. Not advice, not a marketplace.
164 clients · 61 months · INP000002478
| About the PMS | Details |
|---|---|
| Registration No. | INP000002478 |
| Date of Registration | 2024-04-01 |
| Registered since | 1 yr 6 mo |
| Principal Officer | Mr.Vivek Sinha |
| Principal Officer Email | pravin.kurundwad@credit-suisse.com |
| Contact Number | 91-022-67773700 |
| Compliance Officer | Mrs.Coralisa Rocher |
| Compliance Email | ol-indiapbcompliance@ubs.com |
| Address | 9th Floor, Ceejay House, Plot No F, Shivsagar Estate, Dr. Annie Besant Road, Worli, Mumbai, MUMBAI, MAHARASHTRA,INDIA,400018 |
| Age | 61 months |
Clients
AUM (cr)
Strategies
Open a strategy, then add up to four to Compare.
Showing 8 of 8 strategies
Trailing return from filed months
- 1Y
- 13.90%
- 3Y
- 12.88%
- 5Y
- 11.29%
AUM (cr)
Equity Large Cap Oriented
Dormant · no recent filingsEQUITYNifty 50
Age: 61 months
Trailing return from filed months
- 1Y
- 12.83%
- 3Y
- 10.79%
- 5Y
- 9.14%
AUM (cr)
Fixed Income-Medium Term
Dormant · no recent filingsDEBTCrisilcompbon
Age: 61 months
Trailing return from filed months
- 1Y
- 3.84%
- 3Y
- 3.62%
- 5Y
- 6.65%
AUM (cr)
Fixed Income-Short term
Dormant · no recent filingsDEBTCrisilcompbon
Age: 61 months
Trailing return from filed months
- 1Y
- 3.35%
- 3Y
- 5.13%
- 5Y
- 5.84%
AUM (cr)
Premium Mixed-Aggressive
Dormant · no recent filingsHYBRIDCrisilhybmod
Age: 61 months
Trailing return from filed months
- 1Y
- 2.41%
- 3Y
- 4.90%
- 5Y
- 7.69%
AUM (cr)
Premium Mixed-Balanced
Dormant · no recent filingsHYBRIDCrisilhybmod
Age: 61 months
Trailing return from filed months
- 1Y
- 5.68%
- 3Y
- 9.13%
- 5Y
- 8.98%
AUM (cr)
Crisilhybmod
Age: 3 months · Sparse · 3 mo
Sparse track recordNeeds 12 months
CAGR
0.00
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
0.00
Win Ratio
+65Metrics
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Crisilhybmod
Age: 3 months · Sparse · 3 mo
Sparse track recordNeeds 12 months
CAGR
0.00
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
0.00
Win Ratio
+65Metrics
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Credit Suisse Securities India Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Credit Suisse Securities India Private Limited performed?
- Credit Suisse Securities India Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Sep_2025). Learn more
- Where do Credit Suisse Securities India Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many Credit Suisse Securities India Private Limited strategies are listed?
- 8 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I compare a Credit Suisse Securities India Private Limited PMS with others?
- Open a strategy and check the filing month and how long the track is. CAGR needs at least 12 filed months. Add two to four strategies on Compare, on the same month, then export a pack. Know Your PMS is research only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more