InCred Wealth

InCred Wealth

51-200 employees (estimated)

Overview

InCred Wealth is a financial services company based in India, specializing in wealth management, investment advisory, and financial planning services. They cater to high-net-worth individuals (HNWIs), family offices, and institutions, offering personalized solutions to help clients achieve their financial goals. Their services encompass portfolio management, asset allocation, estate planning, and tax optimization. They leverage technology and data analytics to provide insightful investment strategies and a seamless client experience.

Vision

To be a trusted partner in wealth creation and preservation, delivering exceptional value and building lasting relationships with our clients.

Mission

To empower our clients to achieve their financial aspirations through personalized wealth management solutions and expert advisory services.

Headquarters

Mumbai, Maharashtra

Specialties & Industries

Wealth ManagementInvestment AdvisoryPortfolio ManagementFinancial PlanningEstate PlanningTax OptimizationAsset AllocationAlternative InvestmentsFamily Office ServicesInstitutional Wealth ManagementWealth ManagementInvestment ProductsMutual FundsPMSAIFsFixed IncomeEstate PlanningInvestingFintechPrivate Bankingand Equities

Open Positions

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