InCred Wealth

The Firm Focuses Solely On What Matters Most, Your Wealth

APMI registered PMS Distributor (APRN 00614), valid January 22, 2024 to January 21, 2027
AUM of Rs 1,00,000 Cr as on June 2026, global and domestic
400+ Relationship Managers serving 6,400+ families, executives and entrepreneurs

PMS

Overview

About InCred Wealth

The firm brings together seasoned professionals, Relationship Managers, Investment Managers, and Service Managers, with deep expertise across wealth management and private banking. Aligned in purpose, InCred Wealth crafts bespoke solutions tailored to each client's evolving needs, steering clear of one-size-fits-all approaches. InCred Wealth follows an open architecture approach to investment products. It brings the most relevant investment ideas in the form of Equity PMS, AIFs, and Mutual Funds from third-party manufacturers, both domestic and offshore.

Investment philosophy

Ownership: Accountability is non-negotiable. Decisions are made with intent; outcomes are owned without exception. Passion: A relentless pursuit of excellence. Deep-rooted commitment fuels every client engagement and strategic decisions. Transparency: Clarity in thought. Precision in communication. Every interaction is marked by integrity and openness. In PMS, the firm evaluates managers on process, not just performance, because process is what holds in difficult markets. For funds, the firm evaluates funds across roughly 40 AMCs before they are considered for client portfolios. Funds with a history of less than 2 years or AUM below Rs. 500 Cr are excluded from consideration.

PMS strategies1

Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.

Strategy

AUM (₹ Cr)

InCred Omni Alpha Multi-Manager Equity Portfolio

Team2

Bhupinder Singh

Founder & Group CEO - InCred

Bhupinder Singh brings over two decades of experience in financial services, with 10 years of experience in steering Indian businesses. He founded the InCred Group in 2016 with an aim to build a world-class diversified financial services company. Today InCred has a presence in Lending, Wealth Management, Asset Management, Investment Banking & Capital Markets, Equities Research & Broking to name a few. Prior to this, he was the head of the Corporate Finance division of Deutsche Bank and co-headed the Fixed Income, Equities and Investment Banking divisions for the Asia Pacific region.

Nitin Rao

CEO, InCred Wealth

Nitin brings over 30 years of experience in the banking and NBFC space, building flourishing private wealth businesses for premiere financial institutions in India. In his most recent capacity, he served as the CEO of Reliance Wealth Management. Prior to that, he was Group Head at HDFC Bank overseeing all-India Private Banking and Investment Product Distribution. He was instrumental in building the HDFC Private Banking network from scratch.

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.

InCred Wealth

Overview

About InCred Wealth

Investment philosophy

PMS strategies1

Team2

Live

Funds

Community

Company