Intellistocks is a boutique global investment management firm that is licensed and registered in UAE, India, Hong Kong, and with the London Stock Exchange. We specialize in providing investment advisory services to clients who are looking to invest in the US and global stock markets. Our mission is to assist clients in making smart investments that bring about positive change and achieve financial stability. We understand that every client has unique needs and goals, which is why we take a personalized approach to investment management. 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. We prioritize risk management, ensuring that our clients' hard-earned money is protected while still aiming for greater profits. Our approach to investment is focused on risk management, prioritizing protecting clients' hard-earned money while preferring lower risk over greater profit. The firm has a team of 21 in-house analysts and 16 external consultants dispersed throughout 9 countries, enabling clients in 14 nations to invest globally. We believe that 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 are committed to providing our clients with the best investment experience possible. We do not solicit or raise funds from clients; rather, we onboard them under the custodianship of Interactive Brokers for the global market and Kotak for the Indian market. We do not solicit clients from the United States, the European Union, or the European Economic Area, or from jurisdictions where we are not regulated.It is important to understand that any past performance data provided on this website or in any of our communications should not be considered as a guarantee of future results. The information provided is for informational purposes only and should not be interpreted as a recommendation or solicitation to invest in any particular security or type of security. It is not intended to serve as investment advice and should not be relied upon for the purpose of making a decision to invest.It is important to note that there is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses. The data used to generate the past performance information is obtained from sources believed to be reliable, but accuracy and completeness are not guaranteed. Results are presented before fees, charges, and taxes. We cannot guarantee that we will be able to replicate past results or guarantee future profits. The performance data provided represents past performance and some portion of it may have been based on simulation of the strategies used. Additionally, the past performance data may have been derived from a dynamic mix of various countries and various asset classes, which may not be consistent across the past performance. Therefore, any client whose portfolio invests only in a particular country/region or has a different mix than the model portfolio may see their returns differ greatly and could be on the lower and higher side. Additionally, it is important to note that the some part of past performance may be based on the leverage used in the portfolio and may not be the same for non-leveraged accounts. As part of its standard risk management framework, Intellistocks generally does not use more than two times leverage and that too depending on client risk profile.Investors should consider the investment objectives, risks, charges, and expenses of any investment carefully before investing. For more information, please refer to our terms of services document given while onboarding. Intellistocks does not provide any tax or legal advice. Please consult your tax or legal advisor before investing.

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