Mumbai, 21st April 2025: InCred Wealth & Investment Services Private Limited (“InCred Wealth”), a member of InCred Capital Financial Services Limited (‘InCred Capital”), today announced that Anu Bora has joined as Head – Family Office.
Anu has almost three decades of banking, private wealth and family office advisory experience. Anu will assume the leadership of the firm’s Family Office vertical focused on providing holistic, family office-led solutions that address the distinctive needs of ultra-high-net individuals and business families.
She has previously held leadership roles at reputed institutions, including Client Associates, ASK Wealth Advisors, American Express, and Standard Chartered Bank, managing large and complex portfolios for promoters, entrepreneurs, and C-suite executives.
Commenting on the development, Nitin Rao, CEO, InCred Wealth shared, “When we launched InCred Wealth, we saw a gap in the wealth space in India – we saw the need for a fresh approach, combining best-in-class global practices with an Indian entrepreneurial spirit. Our focus on offering differentiated solutions tailored to the unique needs of India’s HNW and UHNW clientele has helped us create a strong presence in the market, in a span of just five years.”
Welcoming Anu to the team, he added, “At this pivotal stage in our journey, we are thrilled to welcome someone of Anu’s calibre and depth of experience. Her extensive expertise in the family office space and her exceptional ability to foster trusted client relationships will play a key role as we enter our next phase of growth and expand our value proposition.”
Commenting on her appointment, Anu Bora, Head-Family Office, InCred Wealth, said: “I am excited to join InCred Wealth, which combines the agility of a startup with the strength of the InCred Group’s ecosystem. As global markets evolve and generational perspectives emerge, we have a remarkable opportunity to reimagine what a modern family office can achieve.
I look forward to partnering with the exceptional team at InCred to build a world-class family office offering that serves as the foundation for enduring family prosperity, connects wealth with deeper purpose and establishes legacies that transcend generations.”
Anu graduated from the Indian Institute of Management, Ahmedabad (1998) with an MBA, and has also completed a Certificate in Fintech from the Haas School of Business, University of California, Berkeley.Founded in early 2020, InCred Wealth currently manages Assets of over INR 50,000 Cr across both global and domestic business as of March 2025. Operating as an open-architecture model, it has garnered a reputation for providing access to unique investment ideas backed by research.
About InCred Wealth: https://www.incredwealth.com/
InCred Wealth (InCred Wealth & Investment Services Pvt Ltd) is a new-age, agile-focused wealth management firm with a purpose to provide world-class investment services and solutions to millions of Indians worldwide.
It provides the UHNI & HNI clients a comprehensive investment product suite bound by deep research, technology-enabled and delivered by a handpicked, highly experienced and dedicated team. AMFI registered mutual fund distributor: InCred Wealth
