of a trusted team with over 15 years of existence & 80+ years of combined experience.
Mutual trust, complete transparency, and responsiveness to the unique needs of our clients are the cornerstones of our business philosophy and reflections of our guiding principles. We believe that by maintaining these values, we are able to provide our clients with the highest level of service and create long-lasting relationships.
Our team of highly experienced and professional investment advisors have a proven track record of delivering exceptional results through their extensive market knowledge and expertise.
Nalini Jindal
Co-Founder@Intellistocks
We have been practicing as fiduciary advisors since inception. Our organization is centered on assisting you in making smart investments to create positive change. Intellistocks always strive to exceed expectations and provide the best guidance possible.
Roy Mendonsa
Sr. Portfolio Manager@Intellistocks
Our development has resulted in concentrated corporate departments that focus on client experience details, allowing advisors to spend more time with their customers. The technology team optimizes reporting, the investing team thoroughly researches portfolio possibilities, and the communications team delivers current market information to educate.
Marc Mael
SVP- Research@Intellistocks
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Our victory lies in our ability to bring people together from different backgrounds.
Today, we enable clients in 14 nations, invest globally with 21 in-house analysts and 16 external consultants scattered throughout 9 countries.
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Awarded by World Finance Magazine, the global awards focus on the world's very best stocks, investment, banking and wealth companies - with its Best Wealth Management category summarising only the very highest-achieving systems from around the world.
Published: Nov 22, 2022
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Since its inception 15 years ago, the Intellistocks team has exemplified industry-leading skill and dedication, expanding and preserving its position as one of the most trustworthy investment advisors.
Published: July 09, 2022
Intellistocks team demonstrate industry-leading expertise and commitment, working to grow and maintain their reputation as one of the leading advisory companies in the world of finance.
Published: October 08, 2019
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Intellistocks has proved its effectiveness with its hybrid approach, by performing well during a period when both stocks and bonds have struggled at these uncertain times.
Published: August 11, 2022
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With offices in the UAE, India, and Hong Kong, Intellistocks assists investors worldwide. We are licensed in the United Arab Emirates and India and are registered with the London Stock Exchange Group.
We begin our search for businesses that will thrive regardless of who governs or what happens to the economy. Stocks with a low market capitalization that fall below our screening thresholds are removed. Significant quantitative filters are applied to select firms with an established track record or those that we believe have the potential for future success. The companies with a substantial economic moat that will enable them to outperform their industry peers are then further filtered using the intrinsic value approach.
Using the resulting multi-factor models and risk vs. return, every qualified stock is now ranked throughout the market and within its sector. Every day, we monitor micro and macro developments as well as critical risk variables to help manage portfolio risks and maintain investments' responsiveness to shifting trends.
We enable clients in 14 nations to invest globally with 21 in-house analysts and 16 external consultants dispersed throughout 9 countries. We allow our employees to work wherever they are most productive. It means we can work with the finest individuals for the job, regardless of where they live in the world. It helps us become a more varied workplace, one that can adapt to the changing lifestyles and aspirations of our employees. Best of all, it helps people achieve a better work-life balance.
Thanks to the continuous communication disruptions, the world is closer than ever before. Our clients are based in many countries, and Interactive Brokers is the online platform and a web application where clients monitor their entire portfolio, see their account balance, and add and withdraw funds from anywhere in the world. Regardless of your location, we are always accessible via any online meeting tool like Zoom or phone call, providing you with the convenience of our local availability.
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