Incred PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Incred Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.781.85 Cr.
Avg. 1 Year Return 27.51%
Active Clients 391
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 2 Years

Incred PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Bhupinder Singh

Founded In (year)

2016

Incred Portfolio Management Service Performance or Returns

1 Year Return

27.51%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

NA

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Incred PMS Commission, Charges or Fees

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%


Best Strategies by Incred Portfolio Management Services

Check out various strategies or Investment approaches provided by Incred Portfolio Managers.

Strategy Name Healthcare Portfolio Multicap Portfolio Small and Mid Cap
Start Date 15-Feb-21 18-Feb-21 24-May-21
Category Thematic Multi Cap Small Cap
Benchmark S&P BSE 500 S&P BSE 500 Not Disclosed
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 20 30 Not Disclosed
1 Yr. Return 52.05% 53.24% 49.25%
3 Yr. Return NA NA NA
5 Yr. Return NA NA NA
Fund Manager Mr. Aditya Khemka Mr. Aditya Khemka Not Disclosed

Top Fund Managers of Incred PMS

#1

Mr. Aditya Khemka

#2

Mr. Aditya Sood

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Incred Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Incred Portfolio Management 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 PMS Dashboard Link

Web Platform


Incred PMS Review or Ratings by Finec.in

Overall Rating

7.53 / 10

Portfolio Performance

7.68 / 10

Support

7.49 / 10

Facilities

7.72 / 10

Charges

7.42 / 10

Experience

7.34 / 10

Incred Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007410

Contact Person

Nipun Doshi

Email ID

nipun.doshi@incredamc.com

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

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Incred PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Incred Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Incred PMS

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