Sagar L Narang

CEO

Bengaluru, Karnataka, India14 yrs 1 mo experience
Highly Stable

Key Highlights

  • 16+ years of experience in wealth management.
  • Expert in bespoke investment strategies for ultra-HNIs.
  • Proven track record in portfolio optimization and market navigation.
Stackforce AI infers this person is a Wealth Management expert specializing in Fintech solutions for ultra-high-net-worth clients.

Contact

Skills

Core Skills

Wealth ManagementInvestment Strategies

Other Skills

AcquisitionAlternative Investment StrategiesAlternative InvestmentsBankingBespoke SolutionsBondsBusiness AnalysisBusiness DevelopmentCapital MarketsClient AcquisitionClient ProspectingClient RelationsCustomer Relationship Management (CRM)Diversification StrategiesEB5

About

Helping Ultra HNIs, Family Offices & Large Treasuries Navigate Wealth with Confidence With 15+ years in private banking & wealth management, I specialize in building, preserving & growing wealth for ultra-high-net-worth individuals, entrepreneurs & corporate treasuries. At IncredWealth, I lead a team that provides tailored investment strategies, ensuring portfolios are optimized for long-term success. What I Do: Portfolio Optimization – Eliminating inefficiencies & aligning investments with client objectives Market Insights – Navigating evolving market cycles with a proactive & research-backed approach Diversification Strategies – Beyond traditional assets, ensuring risk-adjusted returns Bespoke Solutions – Personalized investment plans that align with business & personal goals Who I Work With: @UHNW individuals & families @Founders & CXOs of high-growth startups & enterprises @Large treasuries & family offices seeking strategic asset allocation If you’re looking for a wealth partner who brings insights, integrity & an investor-first mindset, let’s connect. Drop me a message or reach out at Sagar.Narang@InCredWealth.com

Experience

Incred wealth

2 roles

Partner

Promoted

Apr 2025Present · 11 mos · On-site

  • Partner & Team Lead – Private Banking & Wealth Management |
  • InCred Wealth
  • At IncredWealth, I work with Ultra-HNIs, Family Offices & Corporate Treasuries, helping them strategize, grow & protect their wealth in an evolving market landscape.
  • What I Do:
  • 🔹 Bespoke Investment Strategies – Tailored asset allocation for risk-adjusted growth
  • 🔹 Portfolio Restructuring – Identifying inefficiencies & optimizing holdings
  • 🔹 Market Navigation – Proactive insights to capitalize on opportunities & mitigate risks
  • 🔹 Treasury & Liquidity Management – Strategic cash flow & investment solutions for corporates
  • Who I Work With:
  • ✔️ Founders & CXOs
  • ✔️ Large Treasuries & Family Offices
  • ✔️ Multi-million-dollar portfolios seeking active, data-driven management
  • I bring 16+ years of experience in private banking, offering a client-first, research-backed approach that ensures every portfolio is positioned for long-term success.
  • Let’s connect to explore how I can add value to your wealth strategy.
Portfolio OptimizationMarket InsightsDiversification StrategiesBespoke SolutionsTreasury ManagementLiquidity Management+2

Director

Dec 2022May 2025 · 2 yrs 5 mos · On-site

Indmoney

2 roles

Senior Vice President

Promoted

Sep 2022Nov 2022 · 2 mos

Vice President

Nov 2020Sep 2022 · 1 yr 10 mos

Hdfc bank

Associate Director

Mar 2019Nov 2020 · 1 yr 8 mos · Church Street, Bangalore

Iifl wealth

Associate Vice President - Wealth Managment Services

Nov 2011Feb 2019 · 7 yrs 3 mos · Bengaluru Area, India

Education

Sikkim Manipal University - Distance Education

Bachelor of Commerce - BCom — Finance and Financial Management Services

Jan 2011Jan 2014

KUMARARANI MEENA MUTHIAH COLLEGE OF ARTS AND SCIENCE

Science

Sindhi model

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