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.
Whether you're seeking capital appreciation, regular income, or a blend of both, mutual funds offer professionally managed portfolios tailored to various risk appetites and financial goals.With our expertise, we guide you through selecting funds that align with your objectives, ensuring transparency, and helping you navigate the dynamic world of investments. Partner with us and harness the potential of mutual funds to pave your path to financial success.
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.
At Intelli360 we understand the allure and potential of direct equity investments: the thrill of informed decision-making, the possibility of significant returns, and the empowerment of direct ownership. We provide seamless access to a plethora of equities, and expert insights, ensuring you make informed choices aligned with your investment objectives and risk tolerance. Embark on your equity investment journey with confidence, backed by our dedicated guidance and state-of-the-art trading solutions. Dive into direct equity with us and unlock a world of investment opportunities.
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.
Whether you're an individual seeking stable income or an institution aiming to balance your asset mix, our curated bond offerings cater to various durations, credit ratings, and yield requirements. Our expertise lies in guiding you through the intricate landscape of bond investing, ensuring you access credible issuances and favorable terms. Partner with us to harness the stability, predictability, and potential capital appreciation that bonds can offer.
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.
At Intelli360, we recognize the allure and potential of such investments: early entry into high-growth ventures, potential for significant capital appreciation, and the thrill of being part of a company's growth story. Leveraging our extensive network and deep market insights, we curate exclusive opportunities that align with varying risk profiles and investment horizons. Our commitment extends beyond mere transactions; we provide comprehensive research, due diligence, and ongoing support, ensuring informed and strategic investment decisions.
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.