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intus, derived from Latin and Ancient Greek, means "within" or "inside"
Let's solve money
Let's solve money
We understand that money, or its proper management, is a worthy problem to solve.
We offer personalized assistance to investors based on their life situations, their hopes and their ambitions.
Our qualified and experienced team of experts follows a 'client first' approach and provides unbiased and holistic guidance to our investors.
"We have two ears and one mouth so that we can listen twice as much as we speak" - EPICTETUS
"We have two ears and one mouth so that we can listen twice as much as we speak" - EPICTETUS
We live by the above words which means we do not push products and only offer you what you need.
We are conversationalists and we are good at listening. Our process starts with understanding your perspectives, your relationship with money, and your journey till now. We help you identify what is of absolute importance to you and what lies at your core.
Our conversations should crystallize:
your risk profile
your money principles which shall be the guiding star on our journey together, and
your most important goals, plus a clear and simple path to achieve them
Our process
Our process
Meet with us
Have the "conversation" - let us go deep
Risk profiling
Assessment of the landscape - Assets, liabilities and cashflows
Chalking out a financial plan
Product selection and execution
Periodic review
AMFI Registered Mutual Fund Distributor
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