Questions? Let Us Help

My Safety

My Safety

How safe are my investments?

The safety of your investment is of paramount importance to us. Regardless of your citizenship, customer securities accounts at Interactive Brokers LLC are protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000 (with a cash sublimit of $250,000) and under Interactive Brokers LLC's excess SIPC policy with certain underwriters at Lloyd's of London for up to an additional $30 million (with a cash sublimit of $900,000).

Do I need to deposit my money with Intellistocks?

Intellistocks is committed to the preservation and growth of assets entrusted under our advisory. We onboard you with Interactive Brokers, the world's leading online broker with $296 billion^ in customer assets. The account and funds are always in your name and under your control. We only provide you with the expertise to manage your customized portfolio.

What is capital protection?

"We believe that when an investor suffers a loss, so should the manager. This way, investors and managers share the same objective: growth with safety.

We accomplish this by providing 100% capital protection, so that in the worst-case scenario, you would only lose time value. However, you stand to receive a significant return, as we have delivered an audited CAGR of 23.8% for the last 15 years."

What happens to my money if Intellistocks is non-existent?

Your investment account is in your name, and only you have the password for it. Any financial transaction will take place only in or out of your bank account. Intellistocks will never request your account password. You have complete capital control over the account and are free to monitor its status. Since these securities are held in our clients' names, they can simply request a transfer to a different custodian in an adverse scenario. Consequently, whether or not Intellistocks exist, your money is always secure.

Who is the legal owner of the stocks in my portfolio?

You will always own all stocks fully paid by you. All Intellistocks accounts at Interactive Brokers are maintained under U.S. Securities and Exchange Commission regulations, which require that U.S. brokers separate and retain customer securities in a secure location.

Is my data secure?

Account protection features ensure your account’s security. Investment account login environments have 256-bit AES or higher encryption, establishing a secure connection while ensuring the confidentiality of data transmitted between computers and trading servers.

Need more help?

Get My Free Consult
My Control

My Control

Who controls my account?

Only you and you alone. You are the only person who knows the password to your trading and Demat accounts. Any financial transactions will take place only in and out of your bank account. Intellistocks will never request your account password. You have complete control over the account's capital and can constantly monitor its status. Intellistocks' rights are limited to portfolio management and tracking.

Can I move my money out if I want to?

Yes, there is no lock-in period. As a privileged Intellistocks client, you have complete flexibility and liquidity without incurring any fees. This implies you can add additional capital or withdraw funds at any time.

What if I move to a different country?

We work with Interactive Brokers (IBKR) to offer you global coverage and ensure that your portfolio follows you wherever you go. Your account is held in your name with Interactive Brokers, who serves as our broker and custodian. You may operate your portfolio from virtually any location in the world.

What happens if I want to close my account or withdraw Funds?

You own and control your Interactive Brokers account, regardless of where you live. In most countries, you can close your account and/or withdraw available investment account funds at any time, ensuring a seamless investment experience.

The bottom line is that it is your money, and you are free to spend it however you see fit. 

Where do my dividends go?

Your dividends will be automatically reinvested  in all your portfolios. You may find all dividend payments are reflected in the client portal of your Interactive Brokers account. You can also choose to have dividends paid directly into your account rather than reinvested.

Can I add a beneficiary to my account?

Yes! You can absolutely add a beneficiary to your account. All beneficiaries must be at least 18 years of age. We encourage you to add the beneficiary to your account at the earliest, you may also have the joint account as well.

How & when I can get reports?

Our solutions as fiduciaries are designed to give you maximum flexibility and control. With Intellistocks, you have immediate access to on-demand reporting through Interactive Brokers' client interface on the desktop and mobile app. You will always be able to check your portfolio's performance and holdings. You no longer have to wait for your portfolio manager to send you quarterly or monthly updates.

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.

How do you work with clients remotely?

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.

Need more help?

Get My Free Consult
Getting Started

Getting Started

How do I start investing with Intellistocks?

Intellistocks is driven by the passion, expertise, and dedication of a proactive team spread across the globe with diverse skills and backgrounds, all focused on delivering clients an evolving and enriching investment experience. We initiate our relationship with you by conducting an initial discovery call to gather information about your investment objectives, challenges, and prior investment experience in order to determine how we can best serve you. This is followed by a detailed discussion with an expert to evaluate where you now stand, obstacles to achieving your objective, and the long-term success strategy that we can develop for you. Once you have been onboarded and your Interactive Brokers account has been funded, we will begin creating your portfolio.

What investments does Intellistocks offer?

Intellistocks provides investment objective-based solutions. These objective-based portfolios can be stocks only or stocks plus bonds. For investors with religious beliefs, we also provide ethical investing portfolios. We cover 37 stock markets across the globe.

How safe are my investments?

To begin with, risk management is a high priority for us. Even though all investments have some level of risk, our team of dedicated risk managers always ensures that your potential downside is kept in check and inline with your risk profile. Second, we place a high priority on the security of your funds. Every investment account in US stocks at Intellistocks is protected up to $500,000 against the failure of a broker by The Securities Investor Protection Corporation (SIPC), regardless of US citizenship.

How do you ensure that I invest with peace of mind?

With EROS, we provide you the future of performance-based compensation (Equal Responsibility & Opportunity Structure).Intellistocks EROS has the “Same Boat” concept. When a managed investment underperforms, we believe the manager should suffer not only implicit but also explicit losses on the same scale as when the managed investment outperforms.
Intellistocks EROS also eliminates the natural conflict of interest that exists between investors and managers because they are both members of the same team working toward the same goal: investment growth.

What time-frame do you recommend I take with a portfolio with Intellistocks?

Our investment strategy is designed for medium-to-long-term investments of at least three to five years. We recommend keeping this timeframe in mind when planning your investments. Our investment decisions are designed to prepare you for the long term, not to respond to short-term market fluctuations. Remember that no portfolio manager will be "up" daily.

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.

How much do I need to invest?

With Intellistocks, you can acquire institution-grade, bespoke investment solutions for minimal investments. We onboard clients with as low as $100k USD. However, our average client capital is over $175k USD, and this is what we seek in a long-term partnership.

I do not understand investing!

You have nothing to worry about. This is why we have a team of experts manage your portfolio. Before starting the account, we will only ask you a few questions to determine your aims and ambitions. Then it is our responsibility to determine the most efficient means of reaching them and to manage any resulting risks.

I am happy with ETFs/bank deposits.

Many individuals assume that keeping their funds in a bank account is their only option. With rising inflation, however, your bank accounts and low-yielding assets will depreciate over time.Therefore, we must have a plan for investing our hard-earned money.

Need more help?

Get My Free Consult
Investing 101

Investing 101

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 is your investment thesis?

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.

What is your risk management philosophy

"Risk management is our primary priority. It is the foundation of every investment strategy, portfolio, and client relationship. Unlike traditional investment advisors, we base portfolio return expectations on risk rather than expected growth. We disagree with the notion that high risk and high reward go hand in hand.

Our objective is not exceptional investment performance but rather outstanding performance with less-than-proportionate risk. Here you can view our extensive, multi-tiered portfolio-level risk management approach."

Do you guarantee any fixed or minimum returns?

We are investors, not marketers. Therefore, we never promise returns. We research the past, evaluate the present, and invest in future winners based on experience and facts. With a time horizon of four or more years, an optimally diversified portfolio has the potential to deliver 20%+ average annual returns (based on historical performance of audited 23.8% CAGR).

Can my investment lose value?

The world is constantly changing, and stock markets are no exception. Since the inception of global stock markets, the long-term trend has always been upward (of course, there has been short- to mid-term volatility). You only need a highly disciplined portfolio-based approach (individual stocks may still lose money over the long term), highly scientific stock selection, pre-planned rebalancing, and a highly talented and educated research team. According to various studies and our combined investment expertise of more than 80 years, we have compiled a worst-case scenario of anyone losing money despite having all the investing qualities described above.

However, in order to provide you with solutions, Intellistocks offers complete capital protection against market losses.

Are you, like traditional portfolio managers, only good at buying? What about selling?

We believe that selling is very important to a portfolio's success. We have extensive market knowledge, an approach that emphasizes methodical analysis, and strong sales skills. Our ability to sell stocks at optimal times can contribute significantly to a portfolio's performance.

Need more help?

Get My Free Consult
General

General

What is Intellistocks?

Intellistocks is a boutique organization comprised of investment experts from nine countries, with offices in the UAE, India, and Hong Kong, helping investors globally. We are licensed in the United Arab Emirates, India, and are registered with the London Stock Exchange Group. We have served as fiduciary advisors since our founding. Our organization's mission is to assist you in making smart investments that will bring about positive change. Intellistocks consistently strives to exceed expectations and offer the finest available advice.

Why Should I Choose Intellistocks?

Our investment strategy is time-tested. Technology, however, is disruptive. Intellistocks extends well beyond stock selection. We provide you with over 80 years of experience and multi-dimensional resources. We are here to help you go from uncertainty to planning your financial future. Intellistocks provides investment security, and we value your hard-earned money. Our mission is to build our clients' portfolios while managing risks as if it were our own money. We prioritize risk management and prefer lower risk over greater profit.

Why hire an international wealth management company?

When confronted with hard and emotionally-charged facts about international stock markets, investors lack the time, information, and competence to make rational decisions. The global stock market is affected by an endless number of direct and indirect variables. It becomes extremely difficult for an individual to monitor the stock market and capitalize on opportunities. This is where  Intellistocks can assist you in protecting your investments against numerous economic, political, and other market events. With our expertise, we guide you in achieving your financial objectives.ine meeting tool like Zoom or phone call, providing you with the convenience of our local availability.

Where is your team located?

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.

Need more help?

Get My Free Consult

My Safety

How safe are my investments?

The safety of your investment is of paramount importance to us. Regardless of your citizenship, customer securities accounts at Interactive Brokers LLC are protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000 (with a cash sublimit of $250,000) and under Interactive Brokers LLC's excess SIPC policy with certain underwriters at Lloyd's of London for up to an additional $30 million (with a cash sublimit of $900,000).

Do I need to deposit my money with Intellistocks?

Intellistocks is committed to the preservation and growth of assets entrusted under our advisory. We onboard you with Interactive Brokers, the world's leading online broker with $296 billion^ in customer assets. The account and funds are always in your name and under your control. We only provide you with the expertise to manage your customized portfolio.

What is capital protection?

"We believe that when an investor suffers a loss, so should the manager. This way, investors and managers share the same objective: growth with safety.

We accomplish this by providing 100% capital protection, so that in the worst-case scenario, you would only lose time value. However, you stand to receive a significant return, as we have delivered an audited CAGR of 23.8% for the last 15 years."

What happens to my money if Intellistocks is non-existent?

Your investment account is in your name, and only you have the password for it. Any financial transaction will take place only in or out of your bank account. Intellistocks will never request your account password. You have complete capital control over the account and are free to monitor its status. Since these securities are held in our clients' names, they can simply request a transfer to a different custodian in an adverse scenario. Consequently, whether or not Intellistocks exist, your money is always secure.

Who is the legal owner of the stocks in my portfolio?

You will always own all stocks fully paid by you. All Intellistocks accounts at Interactive Brokers are maintained under U.S. Securities and Exchange Commission regulations, which require that U.S. brokers separate and retain customer securities in a secure location.

Is my data secure?

Account protection features ensure your account’s security. Investment account login environments have 256-bit AES or higher encryption, establishing a secure connection while ensuring the confidentiality of data transmitted between computers and trading servers.

Need more help?

Get My Free Consult

My Control

Who controls my account?

Only you and you alone. You are the only person who knows the password to your trading and Demat accounts. Any financial transactions will take place only in and out of your bank account. Intellistocks will never request your account password. You have complete control over the account's capital and can constantly monitor its status. Intellistocks' rights are limited to portfolio management and tracking.

Can I move my money out if I want to?

Yes, there is no lock-in period. As a privileged Intellistocks client, you have complete flexibility and liquidity without incurring any fees. This implies you can add additional capital or withdraw funds at any time.

What if I move to a different country?

We work with Interactive Brokers (IBKR) to offer you global coverage and ensure that your portfolio follows you wherever you go. Your account is held in your name with Interactive Brokers, who serves as our broker and custodian. You may operate your portfolio from virtually any location in the world.

What happens if I want to close my account or withdraw Funds?

You own and control your Interactive Brokers account, regardless of where you live. In most countries, you can close your account and/or withdraw available investment account funds at any time, ensuring a seamless investment experience.

The bottom line is that it is your money, and you are free to spend it however you see fit. 

Where do my dividends go?

Your dividends will be automatically reinvested  in all your portfolios. You may find all dividend payments are reflected in the client portal of your Interactive Brokers account. You can also choose to have dividends paid directly into your account rather than reinvested.

Can I add a beneficiary to my account?

Yes! You can absolutely add a beneficiary to your account. All beneficiaries must be at least 18 years of age. We encourage you to add the beneficiary to your account at the earliest, you may also have the joint account as well.

How & when I can get reports?

Our solutions as fiduciaries are designed to give you maximum flexibility and control. With Intellistocks, you have immediate access to on-demand reporting through Interactive Brokers' client interface on the desktop and mobile app. You will always be able to check your portfolio's performance and holdings. You no longer have to wait for your portfolio manager to send you quarterly or monthly updates.

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.

How do you work with clients remotely?

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.

Need more help?

Get My Free Consult

Getting Started

How do I start investing with Intellistocks?

Intellistocks is driven by the passion, expertise, and dedication of a proactive team spread across the globe with diverse skills and backgrounds, all focused on delivering clients an evolving and enriching investment experience. We initiate our relationship with you by conducting an initial discovery call to gather information about your investment objectives, challenges, and prior investment experience in order to determine how we can best serve you. This is followed by a detailed discussion with an expert to evaluate where you now stand, obstacles to achieving your objective, and the long-term success strategy that we can develop for you. Once you have been onboarded and your Interactive Brokers account has been funded, we will begin creating your portfolio.

What investments does Intellistocks offer?

Intellistocks provides investment objective-based solutions. These objective-based portfolios can be stocks only or stocks plus bonds. For investors with religious beliefs, we also provide ethical investing portfolios. We cover 37 stock markets across the globe.

What time-frame do you recommend I take with a portfolio with Intellistocks?

Our investment strategy is designed for medium-to-long-term investments of at least three to five years. We recommend keeping this timeframe in mind when planning your investments. Our investment decisions are designed to prepare you for the long term, not to respond to short-term market fluctuations. Remember that no portfolio manager will be "up" daily.

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.

How much do I need to invest?

With Intellistocks, you can acquire institution-grade, bespoke investment solutions for minimal investments. We onboard clients with as low as $100k USD. However, our average client capital is over $175k USD, and this is what we seek in a long-term partnership.

I do not understand investing!

You have nothing to worry about. This is why we have a team of experts manage your portfolio. Before starting the account, we will only ask you a few questions to determine your aims and ambitions. Then it is our responsibility to determine the most efficient means of reaching them and to manage any resulting risks.

I am happy with ETFs/bank deposits.

Many individuals assume that keeping their funds in a bank account is their only option. With rising inflation, however, your bank accounts and low-yielding assets will depreciate over time.Therefore, we must have a plan for investing our hard-earned money.

Need more help?

Get My Free Consult

Investing 101

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 is your investment thesis?

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.

What is your risk management philosophy?

"Risk management is our primary priority. It is the foundation of every investment strategy, portfolio, and client relationship. Unlike traditional investment advisors, we base portfolio return expectations on risk rather than expected growth. We disagree with the notion that high risk and high reward go hand in hand.

Our objective is not exceptional investment performance but rather outstanding performance with less-than-proportionate risk. Here you can view our extensive, multi-tiered portfolio-level risk management approach."

Do you guarantee any fixed or minimum returns?

We are investors, not marketers. Therefore, we never promise returns. We research the past, evaluate the present, and invest in future winners based on experience and facts. With a time horizon of four or more years, an optimally diversified portfolio has the potential to deliver 20%+ average annual returns (based on historical performance of audited 23.8% CAGR).

Can my investment lose value?

The world is constantly changing, and stock markets are no exception. Since the inception of global stock markets, the long-term trend has always been upward (of course, there has been short- to mid-term volatility). You only need a highly disciplined portfolio-based approach (individual stocks may still lose money over the long term), highly scientific stock selection, pre-planned rebalancing, and a highly talented and educated research team. According to various studies and our combined investment expertise of more than 80 years, we have compiled a worst-case scenario of anyone losing money despite having all the investing qualities described above.

However, in order to provide you with solutions, Intellistocks offers complete capital protection against market losses.

Are you, like traditional portfolio managers, only good at buying? What about selling?

We believe that selling is very important to a portfolio's success. We have extensive market knowledge, an approach that emphasizes methodical analysis, and strong sales skills. Our ability to sell stocks at optimal times can contribute significantly to a portfolio's performance.

Need more help?

Get My Free Consult

General

What is Intellistocks?

Intellistocks is a boutique organization comprised of investment experts from nine countries, with offices in the UAE, India, and Hong Kong, helping investors globally. We are licensed in the United Arab Emirates, India, and are registered with the London Stock Exchange Group. We have served as fiduciary advisors since our founding. Our organization's mission is to assist you in making smart investments that will bring about positive change. Intellistocks consistently strives to exceed expectations and offer the finest available advice.

Why Should I Choose Intellistocks?

Our investment strategy is time-tested. Technology, however, is disruptive. Intellistocks extends well beyond stock selection. We provide you with over 80 years of experience and multi-dimensional resources. We are here to help you go from uncertainty to planning your financial future. Intellistocks provides investment security, and we value your hard-earned money. Our mission is to build our clients' portfolios while managing risks as if it were our own money. We prioritize risk management and prefer lower risk over greater profit.

Why hire an international wealth management company?

When confronted with hard and emotionally-charged facts about international stock markets, investors lack the time, information, and competence to make rational decisions. The global stock market is affected by an endless number of direct and indirect variables. It becomes extremely difficult for an individual to monitor the stock market and capitalize on opportunities. This is where  Intellistocks can assist you in protecting your investments against numerous economic, political, and other market events. With our expertise, we guide you in achieving your financial objectives.ine meeting tool like Zoom or phone call, providing you with the convenience of our local availability.

Where is your team located?

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.

Need more help?

Get My Free Consult

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