Private Client Group

Our unique access to domestic and international geographies, combined with our collaboration with CGS-CIMB and its associates, allows us to offer customized services with emphasis on quality and quick delivery.

Our Approach

We do not believe in cookie-cutter solutions and follow a structured approach to creating customized solutions for every client. With a founding team that brings the best of both global and domestic expertise, we bring a truly holistic view for our clients to help them stay two steps ahead of the curve.

Our Intent

Our objective is to leverage the best-in-class research generated by our institutional equities arm to generate actionable insights for our clients.  We work closely with UHNI & HNI individuals, Family Offices and Institutions to ensure they take informed decisions on their direct equities portfolio towards meeting their returns objectives.  Through our group’s wealth management arm, we are also able to offer our private clients cutting-edge investment products apart from our direct equities offerings.

Bespoke Services

At InCred Equities we customise our services according to client goals and objectives. Our team comprises experienced fundamental and technical analysts, private bankers, experienced dealers, investment specialists, portfolio managers, and client service managers committed to delivering personalised solutions for our clients.
  • Macro Research

    Macroeconomic outlook - business cycle, growth, policy, inflation, and other macro variables

    Market drivers - flows, earnings, economic leading indicators, sentiment

    Identify asset class prospects for equities at the macro level

  • Sector Research

    Thematic research

    Key sector drivers

    Industry analysis

    Technical & quantitative research

    Quantitative ranking of sectors and industries - technical & fundamental

  • Stock Research

    Quantitative screening

    Fundamental research, Technical research

    Competitive positioning


    Build investment thesis

  • Qualified Securities

    Short list of companies in the right sector, theme and positioning that also meet fundamental and sector criteria

  • Recommendations

    Ideas from qualified securities are identified based on market views, sector views, and a host of other fundamental factors

Providing the right information at the right time!

Experienced equity team to review your portfolio and share ideas.
A state-of-the-art broking execution service.
Team of sound fundamental & technical analysts producing regular insights

Alpha Ideas: Monthly quality investment ideas for medium to long-term duration, diversified across sectors and market cap categories.

InCred Quant: Daily dose of statistical analysis on equity derivatives market and liquidity assessment.

Weekly Technicals: Weekly market trends and sectoral analysis along with snippets on world markets.

Techno Funda Call Report: Capsule of short-term technical trigger in a fundamentally strong company.

Open Trading Account

(Only for minimum 1 crore direct equity portfolio)

Schedule an appointment with us to
discuss your goals and needs.

InCred Equities Trading App