We are world class financial experts with proven track record of creating, managing and growing wealth for our clients. We empower investors to achieve their long term financial goals and aspirations. Our investment strategy is based on extensive research and in-depth analysis across sectors, markets and world economies.
Passion and Values
At Intellistocks the core of our business is to make our clients financially independent. Honesty, commitment to excellence, cutting-edge technology and building long-term relationships with clients defines the way we do business
Empowering investors through wealth creation
We make investors financially prosperous so that they lead a peaceful life. We take care of all their financial goals, while they make a happy balance between work, family and friends. We serve them through wealth acceleration by mastering investments in all its forms.
At Intellistocks, we are very proud of our people. Because of their expertise and commitment, we continue to grow to become one of the leading advisory companies in the financial world. Our high performing team bring years of industry expertise combined with substantiated research, the best technology and investing tools.
With over 15 years of experience in capital markets and various financial sectors, she heads the Research Team at Intellistocks. At her stint with S&P Global for over eight years at different levels, she was managing multiple team sizes to drive successful initiatives. An investment adviser certified by SEBI, a qualified MBA from ICFAI. She anchors the execution and remains a stable force in the roadmap for us.
Chief Investment Advisor
Saloni handles Customer Delight Team @ Intellistocks. She has an extensive experience working in a cross-functional environment with varied skills and ability to work with many different types of people. She has previously worked with S&P Global Market Intelligence as Quality Analyst.
Gautam is a seasoned research professional. He started his career with Rothmans 9 years ago as research associate. He now is integral part of portfolio construction and engineering team and a keen player in developing Intellistocks’s operational corporate strategy, with a focus on High Net Worth Individuals.
Over 20 years of knowledge and experience in providing solutions to both individuals and businesses. He has worked across platforms of fund management, proprietary trading and research and across segments of capital markets. He believes in a portfolio based approach combined with conserving capital.
Wealth Management Specialist
An Investment Expert, With You, Always!
Personal touch through team of experts and technology
Our time-tested technology has changed the landscape of investing and our certified financial experts provide you complete support whenever you need them.
Our Guiding Principles : Honesty | Integrity | Transparency | Freedom
Our principles are our core values and the heart of our business which guide us on how we do our work.
We ensure objective financial advice only influenced by investor’s best interest.
We excel at delivering long term, predictable and stable returns.
We are totally dedicated to provide creative, thoughtful and principled solutions.
We believe in practicing complete honesty with our services, our pricing and our purposes.
We provide financial plans that suit your requirement by letting you choose your own unique service.
We are bold yet conservative and believe in calculated risk taking