Intelli360 Wealth is an independent, unbiased financial advisory company. Our endeavour is to choose the best of breed products from across more than 900 mutual fund schemes, life and health insurance schemes, fixed deposit schemes to find the one best suited for your financial goals. As a policy we give equal importance to all our clients irrespective of their investment value.
We are today serving all types of clients – right from “Do it yourself” investors who know what they want, to investors who are looking for a second opinion on their selection, to investors who want to rely on an Expert Financial Planner who will be their ‘Financial Doctor’ and will work with them towards achieving their life time financial goals.
“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”
Assets Under Management
Wide Range of Investment
The Financial Wizard
Summary of Qualifications
Koushik is an experienced investment and management consultant with over 16 years of professional experience. He founded his company, Intelli360 Wealth Advisors, a firm which is assisting 200 families in securing their financial future. He has worked as a Region Head for Financial Product Distribution with Karvy for 9 years and had a 5 year stint with Exide Life.
His clientele include top IT Executives, Industrialists, Top Bureaucrats of the country, Religious Trusts, Educational institutions etc
He earned a Executive Programme on Management(E-PGP) from IIM, Bangalore.
Koushik’s specific areas of expertise include
- Investment Advise, Portfolio Restructuring & Management, Stock and Mutual Fund Analysis, Fixed Income Product Analysis, and Insurance for Corporates, HNIs, and Retail Investors.
- Deep knowledge about various economies, sectors, industries, and companies both in India as well as overseas.
- Up to date knowledge about corporations, economy, and geo-political environment
Role in the Media
- Participates in live shows conducted by Sun News Channel in their “Varthaga Ulagam” , Raj TV ‘s Mudaleedu program and DD Podhigai answering investor queries on various investment/ protection related topics.
- Regularly writes investment related articles in Kumudham and Nanayam Vikatan(A Tamil Personal Finance Magazine). Also providing financial advice/planning to a family in each issue of the magazine on specific issues.
- Visiting faculty and Empanelled Coach at Edu institutes like SRM, Hindustan University, Exchanges etc
- Member – Madras Management Association, TN Investor’s association
- Member of Expert Committee on Finance, Hindustan Chamber of Commerce