+919810847967 +919891520124 Phone
info@intelliplanfpi.com Email

About Us

Intelliplan Financial Services Point India is a highly qualified, seasoned financial servicing ftirm 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 Services- - many people think that financial services 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 Servicing is about. Financial servicing 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 services point 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 Services Point 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 Servicing
Life Cycle Based or objective based Financial Servicing
Online Financial Servicing
Investment Services
Insurance Services
HNIs / NRIs Services
Portfolio Services
Retirement services
Estate and Will

View More

Features

Family Account

Access your family member's Portfolio
with one single login

Login

Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

Login

Save Tax

Check out Tax Savings
and Invest into ELSS Funds

Login

Reports

View your current market value,
your profits & losses.

Login

Calculators

Calculate the amount of wealth
required for your goal

Login

Factsheet

Explore Mutual Fund schemes
and their performance

Login

Focused Funds

Check out our recommended funds
and invest into them

Login

Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

Login

 

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.

View More

Market Views

Dear All,

 

Please click here for Monthly Equity & Debt Outlook Presentation – July 2022.

 

Key Events for the Month of June 2022:

 

  • Nifty (-4.8%) corrected sharply, as the markets got worried due to hawkish Fed and recession concerns
  • The S&P 500 and Nasdaq corrected ~8%
  • The World Bank cut India's economic growth forecast for the current fiscal to 7.5% as rising inflation, supply chain disruptions and geopolitical tensions taper recovery 
  • RBI's MPC decided to hike the Policy Repo Rate by 50 bps to 4.9% in its June meeting
  • Gross NPA ratio of banks fell to six-year low of 5.9% in March: RBI
  • The CPI inflation rate for May 2022 cooled from the 8 year high in April and came in at 7.04% on the back of the base effect while WPI inflation surged to a record high of 15.88% in May
  • GST revenue collection for June was at Rs 1.44 lakh cr; up 56% year on year
  • Manufacturing PMI weakens to 53.9 in June due to rising input costs, inflation concerns
  • FIIs continued being net sellers in the month of June 2022 and were net sellers to the tune of -$6.4bn even as DII buying continued at +$5.9bn
  • Brent Crude was extremely volatile and touched ~$125/ barrel before correcting ~$110/ barrel

Dear All,

Please click here for Highlights of RBI’s Monetary Policy | June 2022.

Key Highlights:

  • MPC votes unanimously to hike repo rate by 50bps to 4.90%
  • The MPC has dropped the phrase “remain accommodative” from the stance
  • RBI increases FY23 inflation forecast by 100 bps to 6.7%
  • RBI retains FY23 GDP outlook at 7.2%
  • RBI is likely continue to withdraw excess liquidity in a calibrated manner over a multi-year time frame

Please click here for Monthly Equity & Debt Outlook Presentation – January 2022.

 

Key Events:

  • Nifty (+2.18%) gained 2% in the final week of 2021 after remaining under pressure in December due to incessant FII selling in India.
  • The MPC unanimously voted to keep the repo rate on hold, while maintaining the “accommodative stance” with a 5-1 vote. It reiterated its growth bias in policy as the Omicron variant poses risks for the global outlook.
  • India’s manufacturing PMI hit 10-month high in Nov at 57.6, a jump from 55.9 in October. However, PMI for services dropped moderately to 58.1 in November from a ten-and-a-half-year high of 58.4 in October.
  • GST revenue collected in December was over ? 1.29 lakh crore, 13 per cent higher than the same month last year.
  • Headline CPI print for November came at 4.91%. The surprise was driven by weaker than expected Food & Bev ex Vegetable inflation.
  • The central government’s fiscal deficit as of Nov end was 46.2% of the annual budget. Total receipts at November end were Rs13.78 trn
  • FIIs recorded the longest selling streak in last 10Y (26 days) with them being net sellers to the tune of -$1.7bn in Dec (YTD +$3.8bn) even as DII buying continued +$4.3bn (YTD +$12.7bn), driven by both MFs ($2.5bn) and Insurance (+$1.2bn)
Equity Market Outlook - December 2022 Mr. Pankaj Tibrewal
08/12/2022 12:52:21
Equity Market Outlook - October 2022 by Mr. Harish Krishnan
06/10/2022 13:23:59
Debt Market Outlook - October 2022 by Mr. Abhishek Bisen
06/10/2022 13:23:54
 

Contact Us

Phone

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