Intelligent Investments
  • Helping You To Grow Your Wealth

    We provide right product for your need

  • We distribute all financial products In line with your risk profile

    Keeping you on the right path

  • Make your personal finance easy with us

    We build and review customized portfolio for you

ABOUT US

Intelligent Investments is an AMFI Registered Mutual Fund Distributor (MFD).

We are a team of experts in the finance and investments and we distribute investment products for holistic investment and wealth management services.

We provide the truthful, complete and accurate information transparently and enable our clients to make quality informed decisions to achieve their financial / wealth goals.

We work as a trusted resource person to the family for their any financial, investments, taxation and compliance requirements.

Currently, investments are being pushed and a lot of mis-selling happens for investments including mutual funds. As a result, the products are being sold instead of solutions are offered to the investors. And, investor ends up investing in various products / schemes / plans/ options that he or she may not need or want.

Also, in current times, the financial market has become very complex with complicated investment products on one hand and complicated laws, ever changing taxation and compliance requirements on other hand, resulting in complicated financial life of a family.

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OUR SERVICES

Investment Strategy & Planning

We help you to articulate why, what, when, how, when, in whose name, where to invest to keep investments in check

Insurance & Risk Management

Insurance and risk management one more essential components of financial planning aimed at

Will & Estate Planning

Will and estate planning involve the preparation and organization of legal documents to manage

Tax & Efficiency

Reduce Effective tax rate for the family, improve tax compliance and bring peace of mind.

Investment Management

Investment management is a comprehensive process that involves developing and

Documents & Compliance

Documents and compliance are integral components, ensuring regulatory adherence, risk

FINANCIAL PLANNING TOOLS

Child Education
Child Wedding
Dream home
Dream Car
Dream Vacation
Retirement Planning
Custom Goal
SIP Calculator

CLIENT TESTIMONIALS

KNOWLEDGE AND LEARNING

Educational Video

Educational Video

Fundzbazar Registration

Get in Touch

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