InCred Asset Management – Portfolio Management Services (PMS)

InCred's asset management division is dedicated to addressing the investment requirements of high-net-worth individuals and families seeking sophisticated and distinct investment solutions. Our portfolio encompasses a diverse range of strategies, including long-only equity, structured debt, absolute return funds, quantitative asset allocation, hedge funds, and private equity investments. Our core objective is to judiciously select and combine strategies that are most advantageous in the current macroeconomic climate and investment landscape, with the aim of delivering superior risk-adjusted returns to our clients.

AUM (₹ Cr)

1381.09

Clients

723

Strategies

6

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

InCred Asset Management Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Healthcare Portfolio Thematic 12.47% 30.96% Feb 2021
Multicap Portfolio Multi Cap & Flexi Cap -8.00% 22.95% Feb 2021
Small and Midcap Small & Mid Cap -13.30% 18.58% May 2021
Focused Healthcare Portfolio Thematic 23.85% Jul 2023
Active Momentum Strategy Mid & Large Cap Feb 2025

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

InCred Asset Management Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Emerging Business Fund

Multi Cap & Flexi Cap -1.66% 17.38% Mar 2022

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Aditya Khemka

Fund Manager

Mr. Aditya Khemka possesses 18 years of extensive experience in the healthcare sector, encompassing both business operations and investment activities. His global exposure spans the United States, European Union, Latin America, and India. Academically, he holds an MSc. in Finance, a Post Graduate Diploma in Management from MDI Gurgaon, and professional certifications including CIIA (UK) and CFA from ICFAI. During his tenure at DSP, he was instrumental in developing and implementing a product strategy that consistently outperformed its benchmark by generating alpha within an 18-month timeframe. This strategy was further characterized by low customer attrition and a superior Sharpe ratio when compared to industry peers.

Mr. Aditya Sood

Fund Manager

Mr. Aditya Sood possesses two decades of expertise in equity portfolio management, including eighteen years focused on fund management. His prior role involved leading the investment division at ICICI Prudential PMS, where he oversaw assets valued in excess of INR 4,000 crore (US$ 0.6 billion). In addition to his fund management responsibilities, he was instrumental in heading the Small and Midcap research vertical within ICICI Prudential.

Mr Vaibhav Shah , CFA

Fund Manager

With a comprehensive 12-year tenure in the equity markets, the individual brings extensive experience. Most recently, he held the position of Fund Manager at Torus PMS, overseeing an Assets Under Management (AUM) exceeding INR 100 crore. Prior to this, he served as Vice President – Advisory at Orowealth, an online wealth management platform catering to retail investors, where he managed assets under advisory valued at over INR 1,000 crore. Earlier professional engagements include a role in the Investment Banking Division at Edelweiss Financial Services Limited, and participation in the L&T Limited Treasury team, where he was responsible for managing the company’s investment portfolio, valued at approximately USD 2 billion. He is a Chartered Accountant with a Rank (AIR 36, May 2012) and is a CFA Level 3 candidate, having successfully cleared all CFA examination levels.

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Regulatory Information

SEBI Registration: INP000007128

Registered Office: Unit No. 1203, 12th Floor, B Wing, The Capital Building, C 70, G Block, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra, 400051

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

Last Updated: December 2025 · Published by Affluense AI (affluense.ai)