“To be a Global and Reliable Wealth Manager, Catering to Resident and Non Resident Indians, helping them grow their wealth through investment opportunities in India & Abroad”
At IntelliPlan Group we ensure that Advise is given as per your Risk Profile and Need. We firmly believe what is good for you, is good for us and this will always be the guiding principle of any investment advice. We are under no corporate compulsions or obligations to recommend any particular scheme there by avoiding any conflict of interest
Periodic Portfolio reviews like regular health check-ups form the base of a healthy portfolio. Accordingly corrective action will be taken if necessary. This process not only gives an update on the progress of the portfolio but also keeps the Family updated on how the portfolio is faring.
We are here for the long term and look beyond a single transaction relationship. We look to build relationships that span across generations by providing not only the best of services in a transparent manner but also by imparting Investment Literacy to families. Knowledge not only builds confidence but also helps in improving the comfort level of the family. At IntelliPlan Group we believe that Investment Literacy helps wealth preservation and improves the risk profile understanding of the family
We bring to the table not only an experienced team but also access to a well-built Network of Professionals who are the best in the field. Having seen multiple volatile market cycles and pure passion for markets, has helped us not only sustain, but also thrive
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