Products and Solutions
Mutual Funds: A Cornerstone of Diversified Investing
Mutual funds represent a collective investment pool where funds from multiple investors are pooled together to invest in a variety of securities, such as stocks, bonds, and other assets. As a financial advisor, we emphasize the power of mutual funds in achieving both growth and diversification.
Demat/Direct Equity: Empowering Your Direct Investment Journey
Step into the realm of direct equity with our Demat account services, tailored for the modern investor seeking direct ownership in the stock market. A Demat (Dematerialized) account simplifies the process of holding and trading securities electronically, eliminating the need for physical share certificates.
Bonds: Building Stability and Consistent Returns
Bonds, often regarded as a cornerstone of conservative investing, represent debt securities that provide a fixed income stream over a specified period. At Intelli360, we recognize the intrinsic value of bonds in diversifying portfolios, mitigating risk, and securing steady returns.
Pre IPO/Unlisted Shares: Pioneering Investment Opportunities
Delve into the avant-garde realm of Pre IPO and Unlisted Shares with our specialized investment offerings. As the bridge between private enterprise and public listing, Pre IPO and Unlisted Shares present a unique avenue for discerning investors to access promising companies before they debut on stock exchanges.
Our Products
Goal Based Planning
Goal Based Planning
Goal-based financial planning is a strategic approach to managing one’s finances by aligning investments and savings with specific life objectives.
Goal Based Planning
Goal-based financial planning is a strategic approach to managing one’s finances by aligning investments and savings with specific life objectives.