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Incred PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Incred Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Incred PMS - Snapshot

Total AUM

Rs.1019.49 Cr.

1 Year Return

49.82%

Minimum Investment

Rs.50 Lakh

Experience

2 Years

Active Clients

406

Incred Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.84 / 5

Fees

3.71 / 5

Experience

3.67 / 5

Support

3.75 / 5

Facilities

3.86 / 5

Overall Rating

3.77 / 5

Star Rating


Overview of Incred Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Bhupinder Singh

Founded In (year)

2016

No. of Active Clients

406

Minimum Investment

Rs.50 Lakh

Investment Strategies

3

Incred PMS Returns or Performance

1 Year

49.82%

Nifty 50 - 1 Year

17.34%

3 Year

23.76%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Incred PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Incred PMS Investment Strategies

Strategy Name Healthcare Portfolio Multicap Portfolio Small and MidCap
Start Date 15-Feb-21 18-Feb-21 24-May-21
Category Thematic Multi Cap Small and Midcap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 20 30 21
1 Yr. Return 54.47% 50.12% 44.86%
3 Yr. Return 22.50% 24.17% 24.60%
5 Yr. Return NA NA NA
Fund Manager Mr. Aditya Khemka Mr. Aditya Sood Mr. Aditya Sood

Top Portfolio Managers of Incred Portfolio Management Services

#1

Mr. Aditya Khemka

#2

Mr. Aditya Sood

Incred Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

Incred Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1.15% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

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Incred PMS - SEBI Details

SEBI Reg. No.

INP000007410

Contact Person

Nipun Doshi

Telephone No.

022 6862 1500

Address

Unit no 1203, B Wing The Capital , Plot No C 70, G Block, BKC, Bandra East, MUMBAI, MAHARASHTRA, 400051

Starting Date

May 02, 2022

Incred Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Incred Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Incred PMS Backoffice or Dashboard Link

Web Platform

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