Understanding Who You Are

Is The First Step In Learning How We Can Help You

BLOOMBERGThomson Reuters coverage of Intellistocks

Amidst Roaring Inflation and Fear of Recession, Intellistocks Outperforms

August 11, 2022

When We Opened Our Doors In 2007, We Had One Mission

Deliver personalized and result oriented wealth management services.

More than 15 years later, that tradition continues. Intellistocks is powered by the passion, expertise, and dedication of a proactive team spread across the globe with diverse skills and backgrounds, all focused on delivering clients with an enriching investment experience.

When We Opened Our Doors In 2007, We Had One Mission

Your Investment Journey

We take pride in delivering a transparent investment experience. Our meticulous approach earns you a worry-free investment path, allowing you to focus on what's truly important. The journey is guided by some of the smartest and kindest professionals in the field.

Your Investment Journey

Discover Our Process For Navigating You To Financial Success

Confidence In Every Step

Understand

Collaborate

Grow

Initial Discovery Call

A quick call to gather information about your objective, challenges and investing experience to help us understand how we can best serve you.

Building Your Portfolio

Once your Interactive Brokers account is activated and funded, we will convert the approach into a workable portfolio.

Compound, Celebrate, Reinvest

Once you achieve your compounding goals, you choose your next line of action. After all, you’re investing for your future and wealth building. Want to reinvest: Let’s go!

Initial Discovery Call

A quick call to gather information about your objective, challenges and investing experience to help us understand how we can best serve you.

Expert Discussion

Your detailed discussion with an expert to determine where you are now, roadblocks to your goal and the long-term success strategy that we can design for you.

Building Your Portfolio

Once your Interactive Brokers account is activated and funded, we will convert the approach into a workable portfolio.

Monitor And Adapt

We're focused on modeling risk and return potential of each market scenario. We adjust and rebalance your portfolio as markets shift, so it can be better positioned for every turn.

Building Your Portfolio

Once your Interactive Brokers account is activated and funded, we will convert the approach into a workable portfolio.

Expert Discussion

Your detailed discussion with an expert to determine where you are now, roadblocks to your goal and the long-term success strategy that we can design for you.

Monitor And Adapt

We're focused on modeling risk and return potential of each market scenario. We adjust and rebalance your portfolio as markets shift, so it can be better positioned for every turn.

Get Award Winning Performance That Continues To Get Better

Get Award Winning Performance That Continues To Get Better
Get Award Winning Performance That Continues To Get Better

Real People, Real Stories

Intellistocks has been handling my portfolio for 8 years now and I am very satisfied. Your insight on the market, economy and business is very valuable. My investing journey would never be the same without Intellistocks, Thank you.

Subramaniam Krishnamurthy

Subramaniam Krishnamurthy
CEO-SEK Consulting LLC, Abu Dhabi
sekconsultants.com
Associated since 2011

I want to give a shout out to Intellistocks because I'm very happy with my investing experience. The returns have been good, and I have as much control of your money as I want. Their team is very professional and always ready to help. They are an absolute pleasure to deal with.

James Smith

James Smith
Hotelier, Investor, Johannesburg ,Ex- Marriott International
Associated since 2018

I like their market knowledge, active investment style, and willingness to listen to tough questions and respond with thorough, non-defensive answers if things don’t go as expected. Also, for making my portfolio grow more quickly than any other way I know of, as well.

Ahmed Wafiq

Ahmed Wafiq
Real Estate Magnate, Investor– Cairo/Dubai
ahmedwafiq.com
Associated since 2011

We have been fortunate to work with the Intellistocks team, who have diligently managed risk and rewards over the last few years to create returns that exceed the market and any other service we have tried. We are happy to endorse the team and look forward to many years of a fruitful partnership.

Veena Lalwani Poojari

Veena Lalwani Poojari
Entrepreneur, Singapore, Ex Banker
Associated since 2012

Whomever may be reading this I can assure you; you are in amazing hands with impeccable ethics in a world otherwise driven by greed and deception.

Franz Harary

Franz Harary
World’s one of the most acclaimed Illusionist | Los Angeles
Associated since 2011

As long as I’m actively investing, Intellistocks will be my investment vehicle of choice. I really value your market, economical, and business knowledge. During covid time, your risk management was exceptional.”

Varun Gupta

Varun Gupta
CIO-Land East Corp, Singapore, Ex- Barclays Bank, Bajaj Finserve
Associated since 2014

We Have Success Stories
Covered By The Best Of Publications

Intellistocks Earns Official 'Best Wealth Management Company-UAE'

Intellistocks Earns Official 'Best Wealth Management Company-UAE'

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

Amidst Roaring Inflation and Fear of Recession, Intellistocks Outperforms

Amidst Roaring Inflation and Fear of Recession, Intellistocks Outperforms

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

In periods of uncertainty, Intellistocks has performed exceptionally well

In periods of uncertainty, Intellistocks has performed exceptionally well

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 continue their rapid growth around the world

Intellistocks continue their rapid growth around the world

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

Questions? Let Us Help

How does Intellistocks compare to other investment advising options?

"You've likely had two alternatives when it comes to investing for the future: do it yourself or hire an advisor (in most cases, a banker). The first can be difficult, time-consuming, and error-prone, while the second has typically required putting up with obsolete technology and potential conflicts of interest, such as recommending funds to you based on where they make the most money rather than what is best for you.

We are fiduciaries, meaning we act in your best interests, unlike many other investment managers such as bankers. We are not compensated to recommend particular funds, nor do we engage in any form of opaque investment strategy. This indicates that we will act in your best interests. We constantly prioritize you."

What if I am not happy with your performance?

We always give our utmost attention to all your concerns. We ensure that one of our advisors is always accessible to you to make sure that your portfolio is well taken care of. However, if you are dissatisfied with the performance, we recommend speaking with your portfolio manager first. In all likelihood, the expert will be able to explain the reasons for the current situation and the next steps. However, if you still believe that this partnership is not what you were seeking, you have the right to stop our service at any time.

What is the profile of a typical Intellistocks client?

Our clients are from different geographies and are a mix of both businesspeople and those who work for leading companies like Google, Microsoft, Adobe, Amazon, Cigna, Facebook, Salesforce, etc., as well as leading real estate investors and retired CEOs from various regions. Our clients are highly educated corporate professionals and C-suite executives with prosperous careers and substantial wealth. With their wealth come complex financial questions and decisions that require comprehensive, customized, and objective advice. Our clients trust us with the expert advice we provide for their wealth management, which gives them peace of mind and allows them to focus their energy on their family and other personal goals rather than continuously worrying about their portfolio growth.

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