Who We Are

Our Company

A modern agile Indian wealth company, rooted in local ethos while bringing world-class service and solutions to Indians globally

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Our Team

We are helmed by a seasoned leadership team that collectively brings several years of industry expertise in Wealth Management and Private Banking, both from India and abroad

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Our Strengths

A holistic range of cutting-edge wealth solutions including bespoke investment products and tech-enabled personalised portfolio monitoring services

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"Goldilocks Macro Priced-in; Moderate Returns Head." Read our detailed Annual Outlook for 2024 with views across Equities, Fixed Income and other asset classes.

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One of the few Small Cap PMS strategy with >10years of track record. Private Equity type approach to stock selection. Fundamental evaluation process with emphasis on earnings visibility, free cash flow generation, low leverage, sustainable ROCE and governance.

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Private credit is fast emerging as a critical element in the debt portfolio for high-networth individuals. If we purely consider the credit investing options in India, the options can broadly be divided into:

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In the News

Yogesh Kalwani of InCred Wealth expects the earnings momentum to remain strong not only in the current quarter but also through FY24 and FY25

22.12.2023 | Money Control

Yogesh Kalwani, the head of investments at InCred Wealth, expects valuations in the smallcap and midcap segments to rationalise in the coming year, given that a lot of positives seems to have been priced in by the market for an event-heavy year with the Lok Sabha elections and major monetary policy decisions to be taken by the US Fed and the RBI

Sensex, Nifty hit multiple peaks in December: 5 tips to handle your portfolio in a bull run

13.12.2023 | Mint

According to Nitin Rao, CEO of InCred Wealth, the current valuations are reasonable, supported by strong economic fundamentals and a positive market sentiment.

ETMarkets Smart Talk: Energy, auto, metal, defence, cement could be sectors which could hog limelight in G20: Nitin Rao

05.09.2023 | Economic Times

While there could be multiple sectors that would benefit from this event, the broader themes that would hog limelight could be the energy sector


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