Sandip Dutta
Wealth Strategist | Business Head- Private Client Group | Expertised in HNI Business Relationship |
- Role
- Director - Private Client Group at InCred Capital
- Location
- Kolkata, IN
- LinkedIn followers
- 500 followers
About Sandip Dutta
Managing Wealth isn’t about timing the market -it’s about timeless principles…
Experience
Director - Private Client Group
Jul 2025 — Present · Kolkata, IN
Director – PCG Business | InCred Capital | Kolkata# I lead the Private Client Group (PCG) business for InCred Capital in Kolkata, focusing on delivering high-quality, customized wealth management and investment solutions to HNIs, UHNIs, professionals, and business families.# With over 19 years of experience in broking and wealth management, I bring strategic vision, deep product knowledge, and strong client relationship management to grow and retain high-value portfolios. My role involves:# Building and managing the premium PCG framework for Eastern India# Offering advisory across PMS, AIFs, Bonds, Structured Products, Unlisted Equity, and Mutual Funds# Leading client acquisition and retention initiatives for ₹1 Cr+ clients# Collaborating with product, research, and compliance teams to deliver tailored investment strategies# Guiding and mentoring the team to scale revenues, deepen wallet share, and ensure best-in-class client service# My approach combines performance-driven execution with a deep understanding of client goals. I am passionate about helping affluent clients grow and preserve wealth through personalized, ethical, and goal-based investing.# Let’s connect if you’re looking to collaborate, explore investment solutions, or grow your PCG presence in Eastern India.
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