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Our Story

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.

Our Vision & Mission

“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”

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Our Expertise is earned through
our experience
300X300
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Intelli for your
Wealth Management

Our Services

Finance Planning

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying

Retirement Planning

Retirement Planning involves organizing your assets and savings into plan that will meet your

Estate Planning

Create a legacy that provides for your family, supports the causes and charities you care about

Life Insurance

You will do anything for the ones you love.Thinking about why you need life

Mutual Fund

Investing in a mutual fund is like an investment made by a collective. An individual as single investor

Equity

Private equity generally refers to companies that are not publicly traded

Goal Based Planning

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Child Education

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Dream Vacation

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Daughter's Marriage

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Family Protection

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Dream Home

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Retirement Planning

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Dream Car

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Custom Goal

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Chat with us for your best solution in finance

Intelli360 - Best Financial Advisors in Chennai

PORTFOLIO DESIGN AS PER YOUR NEED

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.

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Periodic Portfolio Review

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.

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Building Relationships and Trust

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.

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Experience and Well Networked

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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Assets Under Management

70
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Happy Clients

675
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Wide Range of Investment

44
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Highest EPS

The Financial Wizard

K.KOUSHIK

Founder

Investment and Management Consultant

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
  • Intelli360 really provides a foundation to the work we do as a business. The care they take and the importance they place on the work that they as a team, really makes a difference to the business and ultimately develop our business.
  • Without the dedication, professionalism and hard work from this team we could never have undertaken this transformation change. The end result was improved our experience. I appreciate the work they have done for us.

F-124, 2nd Phase, 1 st Floor,

Spencers Plaza

Anna Salai

Chennai – 600002

+91 9840998847 cfp@intelli360.in