Our Vision

Our vision is to become one of the most TRUSTED distributors in India for all the financial products.

Our Mission

Our mission is to Simplify Financial Life of our clients by providing the suitable financial or investment solution for multi generation wealth management.

About US

Who We Are?

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.

Why We Are and What We Do

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.

Also, the members of the family have different income or expense requirements and have varied needs, wants, goals, hopes, aspirations in life affecting financial decision making.

We use our knowledge and experience in income tax, investments, wealth management, estate planning, interpreting financial markets, and compliances to distribute products and provide solutions to better manage our clients’ wealth for multiple generations.

Our products and solutions help our clients to simplify their financial life by making informed decisions, optimizing taxes, creating and sustaining wealth, and making smooth and efficient transfer of wealth to next generations.

With our support, our clients can better protect, comply, create, accumulate, preserve, utilize, distribute, enjoy and sustain wealth for multiple generations with a sense of living a peaceful and satisfying life.

Why Associate with Us?

Explaining the meaning of ‘Association’, one of the greatest Hindu monk, Swami Vivekanandaji said:

“The rain drop from the sky:

If it is caught in hands, it is pure enough for drinking.

If it falls in a gutter, its value drops so much that it can’t be used even for washing the feet.

If it falls on a hot surface, it perishes.

If it falls on lotus leaf, it shines like a pearl and

finally, if it falls on an oyster, it becomes a pearl.

The drop is the same, but its existence & worth depend on with whom it associates.” Always be associated with people who are good at heart.

 

Embodying the same spirit, we strongly believe that an association with Intelligent Investments can work wonders for everyone - clients, team members, service providers, and other stakeholders because of the following reasons:

1. Ethics & Integrity

We have ethics and  We have ethics and integrity at core of our service and strictly follow AMFI Code of Conduct.

 

2. Expert Knowledge

We are AMFI certified and have been in the business since more than 15 years. Also, we are associated with professionals who have qualifications like CA, CPA, CFA, MBA, LLB, Insurance Adviser, IT Engineer, etc.

 

3. Quality Experience

We are an outstanding team with combined experience of 150+ man years in mutual fund, income tax, investments, compliance, insurance, estate planning, tax structuring, etc.

 

4. Transparent and Genuine

A strong and experienced team, unbiased process oriented approach, use of cutting edge technology, latest infrastructure facility etc. make us accessible and help us to maintain transparency and genuineness of solutions to make informed decisions and prevent future complications.

 

5. Selective approach

We are very selective and very careful with whom we associate with, be it our team members, our service providers or our clients. While we have 200 Cr+ Assets Under Advice (AUA), we are making a difference in lives of only 75 client families in 15 years.

 

We work with clients that need our service and believe that we can make a difference in their lives. We are eagerly looking for a long term mutually beneficial association.

 

Are you ready to be our next client and becoming a Pearl by experience an award winning service? 

Team Members

Founder

Mina Patel, M.Com, LL.B.

Mina is the founder of the firm Intelligent Investments. She started the journey distributing investment product 30+ years ago when she was distributing the post office schemes, Unit Trust of India plans, etc. She has over 15 years of experience in distributing Mutual Funds since 2008.

Mina is Master of Commerce and Bachelor of Law from Gujarat University.

Partner - Admin

Smita Shah, B. Com.

Smita is a partner of Intelligent Investments. While she is not involved for any investment related work, she provides operations and administration support.

Mutual Fund Executive

Bijal Shah, B.Com, LL.B

Bijal has over 7 years of experience in investment operations, processes and client servicing. She is an AMFI certified Mutual Fund Distributor and keeps good contacts with various stakeholders and ensures timely completion of tasks and ensures quality service to the clients.

She has double bachelors - Bachelor of Commerce and Bachelor of Law from Gujarat University.  Personally, she enjoys music and exploring new places.

Chartered Accountant

Naresh J Patel & Co.

Naresh J Patel & Co (NJPCO) is a 3rd generation award winning Chartered Accountant firm based in Ahmedabad.

NJPCO has over 75 years of history of income tax planning, structuring, NRI taxation, compliance, Income Tax scrutiny and IT notice reply. The personnel of the firm are well qualified, experienced and have proven track record of quality service and client satisfaction.

Collectively, they have various qualifications like CA, CPA, MBA, DISA, DIRM, IFRS, M.Com, LL.B, and have over 200+ man years of experience.

Platform Partner

Prudent Corporate Advisory Services

Prudent is the platform Partner which is one of the fastest growing financial services group. Prudent delivers comprehensive financial services to Individuls, Corporate, HNIs and UHNIs matching their investment aspirations and risk appetite through team of 1100+ highly skilled professionals & 27400+ well trained & qualified Prudent Partners.