An open architecture approach to investment products
We bring the most relevant investment ideas in the form of Equity PMS, AIFs, and Mutual Funds from third-party manufacturers, both domestic and offshore. Our product selection is driven by rigorous research and a focus on identifying solutions aligned with our clients’ investment needs.
How We Select
A 4-step fund selection process
We evaluate funds across roughly 40 AMCs before they are considered for client portfolios.
AMC Evaluation
Strong sponsor credibility, backed by an experienced investor team with proven strength and long-term continuity.
Fund Elimination Criteria
Funds with a history of less than 2 years or AUM below Rs. 500 Cr are excluded from consideration.
Fund Evaluation
A disciplined quantitative approach delivering alpha with consistency, supported by robust portfolio construction and strong qualitative judgment.
Focus Funds
Fund ideas across equity, fixed income, and hybrid categories, with a minimum of 3 fund ideas in each category.
Investment Solutions
InCred Vantage
Mutual Funds
Exchange Traded Funds
Listed Bonds & MLDs
Equity Stocks
Alternative Investment Funds
REITs / InvITs
Wealth Transfer & Estate Planning
Will - drafting, registration and safe custody of wills
Trust Services
Executorship Services
Family Governance
Tech - Enabled Portfolio Intelligence
Investment Solutions
We don't just claim to give you access to the best investment products in the market, we give you more than that
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Change the color to match your brand or vision, add your logo, choose the perfect layout, modify menu settings.
Change the color to match your brand or vision, add your logo, choose the perfect layout, modify menu settings.
Change the color to match your brand or vision, add your logo, choose the perfect layout, modify menu settings.