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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Market awaits election outcome Check out our latest Market Outlook for in-depth analysis and insights across various asset classes, including Equities, Fixed Income, and more. Dive into our expert views to stay informed about current market trends and future projections.

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Explore our Focused Investment Ideas at InCred Wealth, where we offer curated suggestions across diverse product categories. Discover opportunities in AIFs, Private Equity, Mutual Funds, Bonds, MLDs, and more to enhance your investment portfolio.

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The Indian private equity market size is projected to exhibit a growth rate (CAGR) of 25.2% during 2024-2032.

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In the News

Portfolio optimisation: Experts recommend over 50% investment in equities; how much should you allocate to gold, debt?

07.06.2024 | Mint

After the initial turbulence sparked by the tightly contested Lok Sabha election, the Indian market has staged an impressive recovery over the past three sessions.

Why the Nifty dropped to 3-week low after hitting fresh highs

03.05.2024 | Mint

Market chatter on changes to capital gains taxes on equities—piling on to prevailing election jitters-dragged India's benchmark equity indices to their lowest in three weeks

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


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