InCred Vantage

NON-DISCRETIONARY PORTFOLIO MANAGEMENT SERVICE

Bespoke Investment Solutions

A platform that imparts complete control to the investor over his total wealth while ensuring that it is designed to address his specific needs and helps him achieve his end financial goals.

Comprehensive Solutions & Professionally Managed

Provides complete client confidentiality

Provides complete client confidentiality

One-stop complete portfolio picture and timely review

One-stop complete portfolio picture and timely review

One-stop complete portfolio picture and timely review

Annual Audited capital gains and transaction statements for ease of tax filing

Service Comprehensive Investment Universe

Mutual Funds (Direct Plan)

• Equity • Hybrid • Debt • Liquid

Exchange Traded Funds (ETF)

• Equity Indices • Global Indices • Gold • Debt Indices

Listed Bonds & MLDs

• NCDs / Bonds • MLDs • Primary market deals as well • Perpetual (AT1)

Alternate Investment Funds*

• PE/VC • Real Estate • Pre-IPO • High yield Debt

Equity Stocks

• Listed • Unlisted*

REITs / InvITs

• Domestic listed • Global via Funds

InCred Equities Trading App