Why do you need Us

Why do you need an Advisor?

The “7” benefits a professional adviser brings to you.

Is my DIRECTION correct?

Are my ASPIRATIONS considered?

Are my PRIORITIES right?

Are my PRIORITIES right?

Are the PRODUCTS right for me?

Is my ENTRY & EXIT timing good?

Can I handle EMERGENCIES?

Successful people and want to be successful people will always get experts opinion in all their decisions. it is imperative to have a financial adviser to manage your finances. To travel through the complex world of wealth management, one requires highly specialized knowledge, which you get in a good Financial Adviser. – INTELLI360 ADVISORY TEAM– Intelli360 Advisory Team

HOW DO YOU CHOOSE AN ADVISER?

Your adviser must be registered with SEBI as an “Investment Adviser” and have a valid license from SEBI or financial recognized institution. This makes sure that the Adviser has the wit, the Systems, the Risk Management Processes and the experience to deliver professional services to clients.

The adviser works in a fiduciary capacity, keeping your interests ahead of his own interest. Trust, performance & professionalism is the basis of a fiduciary relationship.

An adviser should understand your requirements and suggest products suitable to you and explain justification for selecting the product. The Adviser should have the system and the processes to assess your risk, suitability for your unique situation and take actions accordingly.

Check if there is a Non-disclosure agreement to create accountability between yourself and your professional adviser.

An adviser should have a team of smart and experienced professionals to manage your personal finances and investment portfolio

An adviser should not be dependent on high commission products being sold to his clients and preferably be charging a fee to his clients. This creates credibility and ensures your adviser works for you and not for the product manufacturer. The adviser has to disclose all the fees earned on your account.

Get in touch with our Financial Advisers

    HOW FINANCIAL ADIVISER HELPS YOU

    A FINANCIAL ADVISER WILL HELP YOU

    ANALYZE AND UNDERSTAND YOUR EMOTIONAL CONNECT.

    Your adviser will guide you in managing your emotional biases with respect to personal finance and portfolio management.

    A TRUE WELL WISHER

    As you work with your adviser, you will get to know what is good and not good for you and your family. You will also become a well-informed investor.

    CULTURED & DISCIPLINED

    Become disciplined in your personal finances. You will be able to regularly save, monitor and build an investment portfolio in a disciplined manner with your adviser.

    MANAGE RISK AND LIQUIDITY

    Your adviser will match your portfolio to your risk appetite, with an eye on emergencies.

    MAINTAIN YOUR PERSONAL TAXES

    Your adviser will help in managing your tax impact due to various income sources including capital gains, providing capital gains report and filing your individual tax returns.

    ENSURE CONSISTENCY OF PERSONAL FINANCES

    Create a second layer through your adviser for your close family relatives, to ensure continuity of personal finances and plan an investment portfolio that also takes care of emergencies.

    ACHIEVE YOUR FINANCIAL GOALS & DREAM

    Achieve your financial goals and aspirations in a timely and optimal manner.

    BECOME FINANCIALLY INDEPENDENT

    Take you beyond the tipping point from working for money to making your money work for you and helping you live the life of your dreams.

    CREATE CHECKS & BALANCES

    Your adviser can be your sounding board for your family and can create checks and balances in your family’s personal finance.