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Atish Dhumal
Director at Incred Wealth
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Work Experience
Director
May 2024 - Present · 7 months
Motilal Oswal Private Wealth
Dec 2016 - May 2024 · 7 years and 5 months
Vice President
Nov 2021 - May 2024 · 2 years and 6 months
Associate Vice President
Dec 2016 - Nov 2021 · 4 years and 11 months
Company Details
201-500 Employees
We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end to end investment product suite that is tethered to in-depth research, powered by technology and delivered by a highly experienced and committed team. Our Products and Services include: - Investment solutions across equity, fixed income and alternatives - A sophisticated technology platform for advanced portfolio monitoring - Investment Banking solutions (through InCred Capital) - Estate Planning services InCred Wealth & Investment Services Private Limited is an AMFI registered mutual fund distributor. Some services are offered through group companies.
Year Founded
2019
Social Media
Linkedin
Industry
Investment Management, Term Loan, Export Import Loan, Home, Auto & Other Loan Services, Financial & Legal Services, Business Loan, Other Investment Pools and Funds, Finance and Insurance
HQ Location
Bandra Kurla Complex Road Unit No. 1203, 12th floor, B wing, The Capital, Plot No. C - 70, G Block Mumbai, Maharashtra 400051, IN
Keywords
Wealth ManagementInvestment ProductsMutual FundsPMSAIFsFixed IncomeEstate PlanningInvestingFintechPrivate Banking
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