InCred Asset Management – Portfolio Management Services (PMS)

InCred’s asset management business is rooted in serving the investment needs of wealth creators who are looking for differentiated investment products across a wide spectrum of strategies including Long-only equity, structured debt, Absolute return strategies, quantitative asset allocation, hedge Fund, unlisted equities and more. Our focus is to choose a combination of strategies best suited to the prevailing macroeconomic environment and investment opportunities to generate risk-adjusted return for investors.

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 has 18 years of experience in healthcare businesses and investments across the US, EU, Latin America, and India. He holds an MSc. in Finance, a PGDM from MDI Gurgaon, CIIA (UK), and CFA from ICFAI. At DSP, he formulated and executed a product strategy that achieved alpha over the benchmark within 18 months, with low churn and the highest Sharpe ratio among peers.

Mr. Aditya Sood

Fund Manager

Mr. Aditya Sood has 20 years of experience in equity management, with 18 of those years dedicated to fund management. He previously led the investment function at ICICI Prudential PMS, where he managed assets exceeding INR 4,000 crore (US$ 0.6 billion). During his tenure, he also spearheaded the Small and Midcap research division at ICICI Prudential.

Mr Vaibhav Shah , CFA

Fund Manager

Overall experience of 12 years in equity markets. Most recently he served as Fund Manager of Torus PMS managing INR 100+ crore of AUM. Earlier, he served as a VP – Advisory at Orowealth, an online wealth management platform for retail investors managing over INR 1,000 crores of assets under advisory. In his previous stints, he has worked with Edelweiss Financial Services Limited in their Investment Banking Division and was a part of L&T Limited Treasury team managing Company’s investment portfolio to the tune of ~USD 2 Bn. He is a Rank-Holder Chartered Accountant (AIR 36, May 2012) and CFA Level 3 candidate (Cleared all levels)

Interested in InCred Asset Management?

Get in touch with our investment advisors to learn more about InCred Asset Management's portfolio management services and how they align with your investment goals.

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 profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

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