+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

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Market Views

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.

  • India Inc over the last 3 years has seen multiple shocks – from demonetisation to key reforms like GST, RERA etc. to credit freeze in aftermath of wholesale NBFC unable to get access to credit to current lockdown amidst the global supply and demand shock unleashed by Coronavirus. In the long journey of corporate India, these events almost seems like a big RESET button. A call to significantly change business practices, realign key business priorities in a changing landscape and massive consolidation across sectors.

 

  • ·       Covid19 – while initial impact was localised to Chinese economy and therefore the supply shock given large export from China, the spread of virus globally now risks creating a demand shock as well. While global coordination of policy makers and containment of virus and improvement in drugs to counter will reduce the longer term impacts of this shock, near-term demand and supply chains remain frozen amidst a significant drop in economic activity. We are slowly emerging from lockdown to phases of ‘unlocking’ the economy.

 

  • ·       While Indian government & RBI have announced few measures, we expect more measures to be announced given the unprecedented nature of events led by Covid 19. Amidst this uncertainty, Indian equities have seen large up and down moves in recent months.

 

  • ·       While near term uncertainty induces volatility in asset prices, in the long run, wealth creation in equities is a function as how businesses can profitably grow over their cost of capital sustainably. Given the long-range of reforms introduced as well as likely relief measures by government & RBI, we believe longer-term prospects of Indian equities is quite encouraging and we would advise investors to benefit from such induced volatility.

 

  • ·       Time in the market is more important than timing the market - recently, markets volatility has moved up and investors can benefit from this volatility by focusing on disciplined investing and asset allocation.

·                India FY 21 Q4 GDP numbers came in at 3.1%, dragging the full year growth at 4.2%. While the Q4 GDP was slightly higher than expectations, all previous GDP figures for FY 20 were revised downward between 4-7 basis points.

 

·                The government also came up with its increased borrowing plan for FY 21 in the month of May revised to Rs. 12 lakh crore from 7.8 lakh crore, taking the weekly borrowing to Rs. 30000 crore. However as the economy is in Risk off mode with low credit off take, the increased demand for government bonds has kept the yields anchored.

 

 

·                Shortly after the increased the Finance minister announced the “Aatmanirbhar” economic relief package of Rs 20 lakh crore.

 

·                We saw unprecedented swing in the OIL markets, the oil trading in the range of 20 to 37 dollars a barrel. Overall lower OIL and commodity prices in generally beneficial for the country. The slowdown in demand has helped to lower the trade deficit that could eventually lead to a rare surplus in current account.

 

 

·                On 22nd May the RBI Governor cut the policy rate by 40 basis points, taking the repo rate to 4%. This is the second unscheduled rate cut given by the Reserve Bank.

An overview of last week's market. #KMFMarketRoundUp (3rd July 2020 - 10th July 2020)
13/07/2020 08:06:21
Equity Market Outlook - July 2020 by Ms. Shibani Kurian - Head Of Research and Equity Fund Manager
06/07/2020 11:41:33
Monthly Debt Market Outlook- July 2020 by Ms. Lakshmi Iyer, CIO (Debt) and Head Products
06/07/2020 11:35:16
 

Contact Us

Phone

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