Through our open architecture model, we offer the best investment ideas from third-party providers alongside innovative in-house products from InCred Asset Management, such as the InCred Healthcare Portfolio, InCred Multicap Portfolio, and InCred Small & Mid-Cap Portfolio.
All of our products and solutions are designed to help you build a customized portfolio, carefully aligned with your risk profile, return objectives, and financial goals.
- Mutual Funds
- Alternative Investment Funds (AIFs)
- Portfolio Management Service (PMS)
- Corporate Fixed Deposits
- Bonds
InCred Vantage is a customized objective-oriented non-discretionary portfolio management service across asset classes with transparent pricing. It allows you to define and create a multi-asset portfolio guided by an expert and designed to address your specific needs and financial goals, with complete control over the investment decisions. The best part is that it can be a combination of asset classes across MFs, Equities, ETFs etc.
- Mutual Funds
- Exchange Traded Funds
- Listed Bonds & MLDs
- Equity Stocks
- Alternative Investment Funds
- REITs/InvITs
Whether your financial needs are long term or short term, simple or complex, with access to our in-house NBFC lending arm and reputed external tie-ups, you can avail multiple financing facilities. We can help you navigate the financing landscape and provide unbiased guidance.
It follows that transfer of wealth and estate planning should be an integral part of your financial plan. We partner with the best to provide professional wealth structuring and planning for your wealth in India, including your assets in multiple jurisdictions, beneficiaries spread across the globe with a focus on family needs, asset protection, business and family succession, inheritance tax planning and more.
- Will - drafting, registration and safe custody of wills
- Trust Services
- Executorship Services
- Family Governance
With a complete suite of Investment Banking Solutions, offered through our group company InCred Capital, we are equipped to assist every business interested in M&A, fundraising and debt syndication services across sectors.
- Corporate Finance
- Mergers, Acquisitions, Divestments, Spin-off
- Private Equity Raising
- Structured Credit Advisory and Placement
- Bond and Loan Syndication
Every client at InCred Wealth gets access to a best-in-class sophisticated technology platform for advanced portfolio monitoring, anytime, anywhere, at the click of a button. With both the InCred Wealth App on your mobile device and a desktop version, you will be able to quickly assess the health of your portfolio and slice and dice it using various built-in charts, graphs and reports.
