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
Read MoreOur Strengths
A holistic range of cutting-edge wealth solutions including bespoke investment products and tech-enabled personalised portfolio monitoring services
Read MoreWhat Do You Get
Insights
"Goldilocks Macro Priced-in; Moderate Returns Head." Read our detailed Annual Outlook for 2024 with views across Equities, Fixed Income and other asset classes.
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.
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:
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
Testimonials
To me, InCred Wealth's ability to attract and assemble a talented team who are both seasoned and strategic is a key USP. As a client, what has been special is the personal access I get to meet with these specialists of high caliber to understand and decide on my investment decisions. Additionally, the transparency, knowledge and experience exhibited by the Relationship Managers and Investment groups have helped me build trust and confidence in InCred Wealth's services.
- Mr. Ramamoorthy Ramachandran, Ex-Director of Refineries, BPCL
InCred Wealth is filling a clear void in the market of a young, hungry, fresh thinking Investment Partner that believes in creating wealth out of hitherto-ignored opportunities. I appreciate the way they keep a pulse of not just the local but global market trends and themes to help clients like me stay ahead of the curve. They have been able to offer me truly customised solutions to manage my personal wealth.
- Mr. Rajendrasinh Rathod, COO of Prodapt Solutions