Associate Partner
Current
Nov 2024 - Present
AeroLeads people directory · profile
Akruti Agarwal Email & Phone Number
Associate Partner
at
InCred Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Associate Partner
Location
Mumbai, Maharashtra, India
Company size
Who is Akruti Agarwal? Overview
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Quick answer
Akruti Agarwal is listed as Associate Partner at InCred Wealth, a with 62 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Akruti Agarwal.
Akruti Agarwal previously worked as Business Team at Dezerv and Registered Investor Advisor at Wealth Café Investment Advisors. Akruti Agarwal holds Chartered Accountant, Accounting And Finance from The Institute Of Chartered Accountants Of India.
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InCred Wealth
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Profile bio
About Akruti Agarwal
As a Wealth Manager with over 10+ years of experience, I bring a comprehensive, multi-disciplinary approach to financial advisory services. I am a Chartered Accountant (CA), with a strong foundation in tax consulting, having worked with leading global firms like Deloitte and EY. This experience honed my technical expertise and client management skills.In 2018, I took a leap into entrepreneurship and worked in Wealth Advisory and Financial Education, where I spent 5 years educating and empowering individuals (especially women) on the importance of financial literacy. Through workshops and seminars, I successfully reached over 10,000+ individuals, helping them make informed money decisions. During this time, I also worked as a Registered Investment Advisor (RIA), providing personalized investment financial planning services to clients.I later joined Dezerv, one of the fastest-growing wealth tech startups in the country.Today, as an Associate Partner & Wealth Manager for UHNI/HNi at InCred Wealth. I guide clients toward smarter financial decisions with a holistic, one-stop solution for investments across all asset classes. Whether you're looking to grow your wealth, secure your future, or simplify your financial journey, I’m here to help you navigate the complexities of wealth management with confidence.
Listed skills include Financial Analysis, Auditing, Tax, Leadership, and 7 others.
Current workplace
Akruti Agarwal's current company
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Incred Wealth
9 roles
Akruti Agarwal work experience
A career timeline built from the work history available for this profile.
Business Team
Jul 2023 - Oct 2024
Registered Investor Advisor
Apr 2022 - Jul 2023
Director & Financial Coach
Created and conducted financial literacy workshops to help individuals master their finances, including courses on personal finance, women's financial empowerment, couple finances, home-buying readiness, and taxation.Investing is about understanding what you want to do with your money—today and in the future.
Dec 2018 - Jul 2023
Business Development Manager
Consulting on VAT implementation in the UAE and how companies in middle east countries can prepare themselves for VAT.
May 2018 - Dec 2018
Delegate
Delegate & Peer Support Leader | Seeds of PeaceParticipated in the Seeds of Peace international conflict resolution camp in Maine, USA, engaging with youth from 11 countries. Over the past 10 years, I've organized leadership and communication-focused camps in India, promoting cross-cultural understanding and youth empowerment.
Jun 2006 - Sep 2018
Co-Founder
Pennywise Education Private Limited
Co-founded PennyWise Education, a financial literacy organization conducting financial skill set development programmes that help students understand the value of money and enhance their knowledge about financial essentials such as savings, smart spending, borrowings, investments, and budgeting, among others.
Jun 2017 - May 2018
Senior Consultant
Tax Regulatory and Advisory Services - Financial Services SectorAt EY, I specialized in advising financial services clients on Indian tax and regulatory matters, including compliance with FATCA and CRS. I also supported foreign investors and multinational companies with tax structuring, regulatory issues, and represented clients before Indian tax authorities and the Income-tax Appellate Tribunal.
Dec 2013 - Jan 2017
Senior Associate
During my articleship at Deloitte, I assisted in conducting year-end and quarterly audits for some of India’s leading private banks and financial institutions, as well as select foreign banks operating in India.
Aug 2010 - Aug 2013
Team & coworkers
Colleagues at InCred Wealth
Other employees you can reach at incredwealth.com. View company contacts for 62 employees →
SA
Shraddha Agrawal
Colleague at Incred WealthDelhi, India
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AS
Alakappan Sathappan
Colleague at Incred WealthChennai, Tamil Nadu, India
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KS
Kirti Shetty
Colleague at Incred WealthMumbai, Maharashtra, India
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AP
Anagha Parab
Colleague at Incred WealthMumbai, Maharashtra, India
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TS
Tanumoy Sarkar
Colleague at Incred WealthGreater Kolkata Area, India
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RB
Rinku Bakshi
Colleague at Incred WealthBengaluru, Karnataka, India
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LM
Lalita Mistry
Colleague at Incred WealthMumbai, Maharashtra, India
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TK
Taha Khan
Colleague at Incred WealthMumbai, Maharashtra, India
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DC
Deepak Chauhan
Colleague at Incred WealthDelhi, India
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AK
Akshat Kashyap
Colleague at Incred WealthMumbai, Maharashtra, India
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Shraddha Agrawal
Colleague at Incred WealthDelhi, India
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AS
Alakappan Sathappan
Colleague at Incred WealthChennai, Tamil Nadu, India
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KS
Kirti Shetty
Colleague at Incred WealthMumbai, Maharashtra, India
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AP
Anagha Parab
Colleague at Incred WealthMumbai, Maharashtra, India
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TS
Tanumoy Sarkar
Colleague at Incred WealthGreater Kolkata Area, India
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RB
Rinku Bakshi
Colleague at Incred WealthBengaluru, Karnataka, India
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LM
Lalita Mistry
Colleague at Incred WealthMumbai, Maharashtra, India
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TK
Taha Khan
Colleague at Incred WealthMumbai, Maharashtra, India
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DC
Deepak Chauhan
Colleague at Incred WealthDelhi, India
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AK
Akshat Kashyap
Colleague at Incred WealthMumbai, Maharashtra, India
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2 education records
Akruti Agarwal education
Chartered Accountant, Accounting And Finance
Bachelors Of Commerce And Economics, Finance And Financial Management Services; Accounting And Economics, 85%
Narsee Monjee College Of Commerce And Economics
FAQ
Frequently asked questions about Akruti Agarwal
Quick answers generated from the profile data available on this page.
What company does Akruti Agarwal work for?
Akruti Agarwal works for InCred Wealth.
What is Akruti Agarwal's role at InCred Wealth?
Akruti Agarwal is listed as Associate Partner at InCred Wealth.
Where is Akruti Agarwal based?
Akruti Agarwal is based in Mumbai, Maharashtra, India while working with InCred Wealth.
What companies has Akruti Agarwal worked for?
Akruti Agarwal has worked for Incred Wealth, Dezerv, Wealth Café Investment Advisors, Wealth Café Financial Advisors Private Limited, and Wealth Cafe Financial Advisors Pvt Ltd.
Who are Akruti Agarwal's colleagues at InCred Wealth?
Akruti Agarwal's colleagues at InCred Wealth include Shraddha Agrawal, Alakappan Sathappan, Kirti Shetty, Anagha Parab, and Tanumoy Sarkar.
How can I contact Akruti Agarwal?
You can use AeroLeads to view verified contact signals for Akruti Agarwal at InCred Wealth, including work email, phone, and LinkedIn data when available.
What schools did Akruti Agarwal attend?
Akruti Agarwal holds Chartered Accountant, Accounting And Finance from The Institute Of Chartered Accountants Of India.
What skills is Akruti Agarwal known for?
Akruti Agarwal is listed with skills including Financial Analysis, Auditing, Tax, Leadership, Accounting, Peer Mediation, Event Management, and International Tax.
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