Sound investment management decisions need superior tools and processes in investor driven financial planning, execution & monitoring, integrated and all at one place. To deliver seamless experience and high probability of success. Client centric wealth managers and financial advisors can now look forward to effortlessly access all that they will ever need in one integrated platform that shall bring all financial services in one roof’
Intellivest app is powered by an multi award winning wealth management team experienced in helping investors stay ahead of markets by bringing timely opinion and products that suit the clients portfolio and market conditions.
Key Features
1. Quickly gets you/your clients register as a client in a paperless manner within minutes
2. Helps clients start their investment management journey on their own, or assisted by you, an experienced relationship manager
3. Access research on funds from reputed fund rating agencies
3. Investing through mutual funds and other products is now a breeze
a. Do it yourself – Ability to select and invest in individual mutual funds as per clients discretion
b. Invest & rebalance as per clients preferred model portfolio of funds
Intellivest app is powered by an multi award winning wealth management team experienced in helping investors stay ahead of markets by bringing timely opinion and products that suit the clients portfolio and market conditions.
Key Features
1. Quickly gets you/your clients register as a client in a paperless manner within minutes
2. Helps clients start their investment management journey on their own, or assisted by you, an experienced relationship manager
3. Access research on funds from reputed fund rating agencies
3. Investing through mutual funds and other products is now a breeze
a. Do it yourself – Ability to select and invest in individual mutual funds as per clients discretion
b. Invest & rebalance as per clients preferred model portfolio of funds
Show More
