Maximizing Potential while Managing Risk - Invest with Confidence

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In periods of uncertainty, Intellistocks has performed exceptionally well

July 09, 2022

Invest Across The Globe With Fully Managed Accounts At Your Terms

We help investors build wealth by curating portfolios to invest in 37 markets across globe to drive better, quicker, and stable results without outsized risk.

AWARD
UAE, India, & London Stock Exchange Registered

UAE, India, & London Stock Exchange Registered

Audited CAGR

As Safe
Custodian

 Audited CAGR

23.8%
Audited CAGR

100% CapitalProtection

Proven Capital
Protection

Audited Performance That Speaks For Itself

Growth of $1000 VAMI- Our IntelliMAG (Multi Asset Global Portfolio) Vs. S&P 500 (Apr 2007- Oct 2022)

Our Investment Process Built For Lower Risk & Better Returns

Our investment approach combines medium-to-long-term opportunities with short-term gains for optimal risk-reward ratio.

Global Stock Universe 60000+

We begin our search for companies that will prosper regardless of political or economic conditions.

Investable Stocks 4000-5000

Stocks with insignificant market capitalization that are below our screening levels are eliminated.

Quantitative Screening 500-700

Quantitative filters applied to select companies with solid track records or potential for turnaround.

In-Depth Analysis 100-150

We further filter based on intrinsic value approach and the companies that have a strong economic moat that will help them outperform its industry peers.

Our Portfolios 15-25

Every qualified stock is now ranked across the market as well as within its sector using the derived multi-factor models and also considering risk vs. reward.

Robust Rebalancing

We tap micro & macro analysis and closely monitor key risks to manage portfolio risks and stay responsive to changing trends and developments.

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

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

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
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

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
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

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

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

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

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 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.

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.

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).

We’ve Spent 15+ Years Helping Clients Like You Find Investment Confidence

Here’s What Makes Us Different
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Disclaimer

Please remember that past performance may not be indicative of future results.  Intellistocks has a number of portfolio systems that cover different international markets and investment strategies. There is a high probability that the performance of one portfolio will differ from that of another; hence, its performance should not be used as a benchmark or guidance for all other portfolio buckets. Results are before fees, charges, and taxes. No client, present or prospective, should expect that we will be able to replicate these results or guarantee future profits. For more details please visit terms of use page at intellistocks.com

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