The goal isn't more money. the goal is living life on your terms.

Chris Brogan

OUr story

We put up our flag in 2024 with the simple goal to help as many people as we can have a better relationship with their money or wealth.

We believe in building long-term relationships with our clients and take pride in being their most trusted co-pilot.

OUr Philosophy

Time is the best fund manager. Play long-term games.
Activity is actually your enemy.
Nobody derives satisfaction from high returns. Think Goals. Material or otherwise doesn't matter.
A simple goal-based plan is better than no plan. A plan is what saves you from distractions.
You cannot do everything on your own. A team is better than an individual. A guide or a coach is valuable.
Knowing yourself is the most important thing. The answer to your happiness or idea of being wealthy lies "within" or "inside" you.

OUr TOOL of choice

We believe that the Mutual Funds should be the cornerstone of the portfolios for a majority of the investors. Mutual Funds can lay the foundation of financial planning and asset allocation due to the following advantages.

Professional Management
Diversification
Tax Efficiency
Low Cost
Flexibility and Liquidity

We match investors with the right products

We understand that each client may have different requirements based on their individual story, wants, and goals. We strive to match the clients with the right products that serve them well, not us.

Mutual Funds
Portfolio Management Scheme
Direct Stocks
Insurance - Life & Health
Fixed Deposits, Bonds, Sovereign Gold Bonds
National Pension Scheme (NPS)

employee numero uno - prashant tiwari

Motto: Over the years Prashant has observed that the finance professionals, as well as the investors, attach too much importance to investment returns i.e. finding the best stock or mutual fund. Very little thought is given to the behaviour of investors. Prashant believes that we as investors can be our own best friends as well as the biggest obstacle in our path to financial well-being. Awareness and education about personal finances can go a long way in improving the quality of our lives.

The rampant mis-selling in financial services industry pains him and he has put the onus on himself to educate and coach as many people as possible, directly or indirectly, so that they are empowered to make their own financial decisions and live a stress-free life.

Prashant aims to benefit at least 500 families directly and 10,000 families indirectly through his work.

Academics

Bachelors in Technology (BTech) from IIT Bombay in 2006

Masters in Finance (MSF) in 2010 from the University of Illinois at Urbana-Champaign in the USA

Chartered Financial Analyst (CFA) charter holder and a member of the Indian Association of Investment Professionals (IAIP).

Experience

Prashant has more than 15 years of experience in Financial Markets across trading, investment research, distribution, and education domains.

Before putting up Intus Wealth's flag, he helped investors with their mutual fund investments at Etica Wealth. He has had the good fortune of working at esteemed organizations like SBI Capital Markets, SBICAP Securities, and Religare Capital Markets in India and First Wilshire Securities Management in Pasadena, California.

He loves teaching and has coached CFA program aspirants too in the past.

AMFI Registered Mutual Fund Distributor

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