About us

Incredible Advisory Services Pvt Ltd

Incredible Advisory is a speciality boutique wealth management firm based in the heart of the capital city of Delhi. The advisory delivers customized investment management & financial planning services to high net worth clients in Delhi & NCR.

The advisory offers its services based on disciplines of financial planning and analytical portfolio management. Being a boutique advisory firm, we offer customized solutions to provide a holistic approach towards the financial well being of our clientele. The service extend beyond mere product recommendation to advising our esteemed clientele on how to save and invest to meet their goals.

Incredible Advisory aims to become a family office for its clientele acting as a personalized CFO to our clients. The advisory cuts beyond professional bureaucracy and offers advice on allocation of assets like stocks, bonds, mutual funds, real estate, insurance and other estate planning vehicles. The advisory also provides hedging derivatives for large blocks of stock.

Our Management

Mr. Karan Khurana, CFPCM 
Mr. Karan Khurana is a young finance professional with expertise in the financial planning domain. He has been managing HNI and corporate portfolios since 5 years and is known to provide his clients with his prudent advice backed by strong analysis. He is also accredited with structuring debt funds which have outperformed the regular vanilla debt fund returns on a consistent basis. His role at Incredible Advisory is to prepare financial plans for clients and make sure that they are executed and reviewed to the best of the clients interests.

Mr. Munish Khurana, CFPCM 
Mr. Munish Khurana is the co-founder of Incredible Advisory Services Private limited. He has a vast experience in finance for over 30 years. He has been advising clients on their portfolios through his analytical and fundamental skills of investing.