Find all top notch Wealth Management
Solutions under one roof!

Find all top notch Wealth Management
Solutions under one roof!

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

With an open architecture model we bring the best investment ideas from third party manufacturers as well as innovative in-house products, through InCred AMC such as the recently launched InCred Capital Healthcare PMS (Fund Manager: Aditya Khemka) & InCred Capital Multicap Equity PMS (Fund Manager: Aditya Sood)

All our products and solutions are tethered to the goal of helping you build a customised portfolio that is well aligned with your risk profile, return requirements and goals.

  • Mutual Funds
  • Alternative Investment Funds (AIFs)
  • Portfolio Management Service (PMS)
  • Corporate Fixed Deposits
  • Bonds
InCred Vantage
Customized Portfolio Management Service

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.

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  • Mutual Funds
  • Exchange Traded Funds
  • Listed Bonds & MLDs
  • Equity Stocks
  • Alternative Investment Funds
  • REITs/InvITs
Financing Solutions
Easy access to financing options can be critical to portfolio strategy, especially in turbulent times

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.

Wealth Transfer & Estate Planning
Wealth should be built for posterity, to serve the needs of the current generation and also, to secure the financial well-being of future generations

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
Investment Banking
We bring bespoke solutions for corporations of all sizes on their most basic or complex strategic needs

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
Tech Enabled Portfolio Monitoring
We understand your need to be in control of your portfolio health

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.

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