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Pankaj Kumar Dwivedi CFA — Director · InCred Wealth | The Family Office Stack

People · Platforms & Custody · Finance & Operations

Pankaj Kumar Dwivedi CFA

Charter Financial Analyst/ Investment Banking/Private Equity/Venture Capital and Multi -Family Office’s

Director · InCred Wealth

Role confidence CorroboratedLocation New Delhi, Delhi, IndiaFollowers 3.1KConnections 3.1K

Pankaj Kumar Dwivedi CFA — Director · InCred Wealth · New Delhi, Delhi, India.

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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

Private Banker

Experience

DirectorCurrent
InCred Wealth · New Delhi
Dec 2022 – Present
Private wealth Management
Senior Associate
JM Financial Services Ltd · New Delhi, Delhi, India
Dec 2020 – Dec 2022

Education

The ICFAI University, Tripura — Master’s Degree, Master of Investment and Financial Analysis · 2012 – 2014
The ICFAI University, Tripura — CFA, Charter Of Financial Analysis

· 2010 – 2012

Skills

Asset Managementcharter financial analystSecurity AnalysisTeam ManagementMISManagementVendor ManagementPortfolio ManagementFinancial AnalysisCapital MarketsCustomer ServiceMarket ResearchBusiness Analysis

Related professionals · InCred Wealth

Aditya Gangan — Assistant Vice President Operations
Anu Bora — Head, Family Office
Arti Wadhwa Bhalla — Managing Partner
Deepak Chauhan — Associate Director
Himanshu Rathi
Kapil Mehra — Senior Director

More Finance & Operations

Rinkoo Somani — Group Chief Financial Officer · Dani Family Office
Subia Kapoor — Lead- Operations & Service I Gurnani Family Office I · Assago Group
Chaitanya Dabholkar — Chief Investment Officer · Asiana Alternative Investment Fund
Danish Akhtar — Vice President · Anand Rathi Wealth Limited
Aditya Gangan · InCred Wealth
Rima Mathias — VP - Key Clients Group Family Office · 360 ONE Wealth

Organisation

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown