InCred Wealth & Investment Services, part of InCred Capital Financial Services, announced the appointment of Anu Bora as Head – Family Office. Anu brings close to three decades of experience spanning banking, private wealth, and family office advisory.
In her new role, Anu will lead the firm’s Family Office vertical, with a focus on delivering holistic, family office-led solutions tailored to the unique needs of ultra-high-net-worth 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.
Anu holds an MBA from the Indian Institute of Management, Ahmedabad (Class of 1998), and a certification in Fintech from the Haas School of Business, University of California, Berkeley.
Nitin Rao, CEO, InCred Wealth, said, “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. 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.”
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.”
