+919810847967 +919891520124 Phone
info@intelliplanfpi.com Email

About Us

Intelliplan Financial Planners India is a highly qualified, seasoned financial planning firm founded by Mr Sandeep Kumar Upadhyay- an M.B.A. and CFP CM certificant with 14+years of extensive experience in various areas of financial services industry including banking, equity research, asset management and wealth management. Sandeep has been handling Private Clients Division in Wealth Management space.
This has provided us with requisite domain knowledge across financial markets and enhanced our ability to provide appropriate financial solutions. Know more about the founder at Linkedin.

Wealth Management is a highly personal process and each of our client works directly unlike bank where there is a relationship manager which changes very often!

Financial planning - many people think that financial planning is a once-and-done event that starts with the number crunching and ends with excel sheet analysis and pie charts. But that's not what true financial planning is about. Financial planning is a comprehensive, ongoing approach that starts with helping you estimate your dreams in monetary terms, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.

With a fleet of financial experts we at Intelliplan financial planners India, dedicated to provide full service in financial planning and wealth management. We are having tie ups with almost all the mutual fund companies, equity broking, annuities, insurance, fixed deposits of non banking financial companies etc. and we have entire gamut of financial products. The company is designed to meet the needs of individuals, closely held businesses & non-profit organizations. The firm is committed to provide high quality professional services with a personal touch.

Our goal is to be your and your family’s life time financial advisor. We bring to each client extremely qualified individuals with diverse areas of specialization as well as with general financial consultancy background.

Our Mission
At Intelliplan - Financial Planners India, our mission is to increase the net financial worth of our clients through a relationship built on personal trust & company – wide integrity.

Our View
We view every client relationship like a partnership and truly believe that our success is a result of your success.

Our Commitment
We are committed to provide close personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuous education, state-of-the art computer technology & extensive business relationships is indicative of our commitment to excellence.

Our Goal
One of our primary goals is to become a trusted advisor to our clients and always be available to provide insight and helpful advice that will allow our clients to make informed financial decisions.

Our Vision
Our vision is to make people sense the financial freedom and become financially independent.

Our Services

Our Major Services are :

Comprehensive Financial Planning
Life Cycle Based or objective based Financial Planning
Online Financial Planning
Investment Counselling
Insurance Planning
HNIs / NRIs Services
Portfolio Management
Retirement Planning
Estate Planning and Will

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Features

Family Account

Access your family member's Portfolio
with one single login

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Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

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Save Tax

Check out Tax Savings
and Invest into ELSS Funds

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Reports

View your current market value,
your profits & losses.

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Calculators

Calculate the amount of wealth
required for your goal

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Factsheet

Explore Mutual Fund schemes
and their performance

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Focused Funds

Check out our recommended funds
and invest into them

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Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

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Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.
Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Mutual funds are also classified by their principal investments as money market funds, bond or fixed-income funds, stock or equity funds, hybrid funds or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index or actively managed funds. Hedge funds are not mutual funds; hedge funds cannot be sold to the general public and are subject to different government regulations.

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Market Views

Please click here for Monthly Equity & Debt Outlook Presentation – September 2020.

  

Key Events:

·         1Q FY21 Real GDP growth contracted by 23.9% YoY, weaker than the street estimates. Led by a strict lockdown and labor migration, construction was the worst hit, followed by trade, hotels, transport and communication. 

 

·         MPC took a pause in the rate easing cycle while refraining from giving any specific forecasts on growth & inflation given heightened uncertainty.

 

·         July’s CPI print of 6.9% (v/s 6.2% in June) drastically reduced chances of a rate cut for the rest of this fiscal year. RBI’s recent policy statement had predicted inflation to stay elevated till Sep and see moderation in 2HFY21.

 

·         India’s trade balance turned to a deficit of ~$4.8bn in July are a rare surplus of ~$0.8bn in June, as gold and other imports started to pick-up. Exports in July were down ~10% in July at $23.6bn while imports at $28.4bn.

 

·         India’s fiscal deficit stood at Rs8.2trn at the end of July, at ~103% of the budgeted target for the current fiscal year. Sharp fall in tax receipts coupled with resilient government expenditure led to the high deficit in the period.

 

·         After an erratic July, August witnessed excess rainfall of 26%, highest print since 1901. Rainfall is already at a record in states of Maharashtra, Madhya Pradesh, Gujarat, and Odisha.

 

·         Indian Equities moved slightly higher (Nifty +2.8%) in August.

Please click here for Monthly Equity & Debt Outlook Presentation – August 2020

 

Key Events: 

·         Nifty (+7.5%) made new highs (breaching 200DMA & 11k for the first time since March fall) in July but more than half of its gains were contributed by just two stocks.

·         After a sharp recovery (>+50%) from April lows, activity levels peaked in early-July and were still >15% below pre-Covid levels.

·         The MPC, unanimously, kept the repo rate unchanged at 4% but retained the ‘accommodative’ stance.

·         Headline CPI moderated to 6.1% for June after peaking at 7.2% in April. Core Inflation at 5.1% was still elevated in June suggesting that despite the subdued demand, the supply disruption led CPI to spike

·         After almost 18 years, India reported a trade surplus of $0.8bn in June driven by broad-based export rebound and still weak import demand. Oil imports were suppressed by low oil, but non-oil trade improved sharply

·         Centre’s fiscal deficit during 1Q of this fiscal stood at ~83% of Budget Estimate. Reports suggested that actual fiscal deficit for FY21 could be as high as 7.6%, almost 2x budget

Please click here for Monthly Equity & Debt Outlook Presentation – July 2020

·       Nifty (up +7.5%) finally decoupled from the US markets (S&P up only +1.8%) and outperformed during June.

 

·       Despite the headwinds, Indian markets continued to rise due to high foreign inflows (+$2.5bn, highest monthly inflows in 2020) and marginal domestic institutional buying (+$0.3bn). In sectorial trends, all sectors were up v/s May with Realty and Banks at the top.

 

·       After the border clash with China led to 20 Indian casualties, the Indian forces deployed along the 3500-km border were given “full freedom” to counter any aggressive Chinese behavior . Later both countries, however, agreed on a “step-wise mutual disengagement” from areas of friction in Ladakh averting further escalation. 

 

·       IMF projected a deeper 4.5% contraction (vs -1.9% in April) for India in FY21 citing a longer lockdown period and slower than anticipated recovery. FY22 growth forecasted at +6% vs +7.4% earlier.

 

·       Moody’s downgraded India’s rating to Baa3, last level of investment grade rating, while keeping outlook as negative. whereas Fitch reaffirmed BBB- rating but changed the outlook to negative. S&P retained BBB- rating with a stable outlook. 

 

·       The gross GST revenue collected in the month of June, 2020 is Rs 90,917 crore.

 

·       The India Manufacturing Purchasing Managers Index (PMI) edged up to 47.2 in June, compared with 30.8 in May.

 

·       May merchandise trade deficit narrowed to a decade low $3.2bn on weak crude and faster recovery in exports vs imports.

 

·       RBI’s FX reserves hit a record $500bn on portfolio inflows and lower trade deficit.

An overview of last week's market. #KMFMarketRoundUp (6th November 2020 - 13th November 2020)
17/11/2020 12:02:16
An overview of last week's market. #KMFMarketRoundUp (30th October 2020 - 6th November 2020)
09/11/2020 09:15:24
Debt market Outlook
03/11/2020 20:04:33
 

Contact Us

Phone

+919810847967 +919891520124
Email info@intelliplanfpi.com
Address: 215,first floor pink apparment DDA MIG FLATS
Sector-18B DWARKA