Our Story

Best Financial consultants in Chennai

Intelli360 Wealth is an independent, unbiased financial company that has a team of the best financial consultants in Chennai. Our endeavour is to choose the best of breed products from across more than 900 mutual fund schemes, life and health insurance schemes, fixed deposit schemes to find the one best suited for your financial goals. As a policy, we give equal importance to all our clients irrespective of their investment value.

Why to Choose the Best Financial Advisor in Chennai

We are today serving all types of clients – right from “Do it yourself” investors who know what they want, to investors who are looking for a second opinion on their selection, to investors who want to rely on the best financial planners in Chennai who will be their ‘Financial Doctor’ and will work with them towards achieving their lifetime financial goals.

Vision & Mission of Intelli360

“To be a Global and Reliable Wealth Manager, Catering to Resident and Non Resident Indians, helping them grow their wealth through investment opportunities in India & Abroad”

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Our Expertise is earned through
our experience
300X300
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Intelli for your
Wealth Management

Our Services

Finance Planning

It is the process of meeting your financial goals through the proper management of your finances.

Retirement Planning

Retirement Planning involves organizing your assets and savings into plan that will meet your

Estate Planning

Create a legacy that provides for your family, supports the causes and charities you care about

Life Insurance

You will do anything for the ones you love.Thinking about why you need life

Mutual Fund

Investing in a mutual fund is like an investment made by a collective. An individual as single investor

Unlisted Shares

Unlisted Shares / Pre IPO / Private Placement generally refers to companies that are not publicly traded

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Chat with us for your best solution in finance

Intelli360 - Best Financial Guidance in Chennai

PORTFOLIO DESIGN AS PER YOUR NEED

At IntelliPlan Group we ensure that Advise is given as per your Risk Profile and Need. We firmly believe what is good for you, is good for us and this will always be the guiding principle of any investment advice. We are under no corporate compulsions or obligations to recommend any particular scheme there by avoiding any conflict of interest.

Periodic Portfolio Review

Periodic Portfolio reviews like regular health check-ups form the base of a healthy portfolio. Accordingly, corrective action will be taken if necessary. This process not only gives an update on the progress of the portfolio but also keeps the Family updated on how the portfolio is faring.

Building Relationships and Trust

We are here for the long term and look beyond a single transaction relationship. We look to build relationships that span across generations by providing not only the best of services in a transparent manner but also by imparting Investment Literacy to families. Knowledge not only builds confidence but also helps in improving the comfort level of the family. At IntelliPlan Group we believe that Investment Literacy helps wealth preservation and improves the risk profile understanding of the family.

Experience and Well Networked

We bring to the table not only an experienced team but also access to a well-built Network of Professionals who are the best in the field. Having seen multiple volatile market cycles and pure passion for markets, has helped us not only sustain, but also thrive.

Our Article

4
th

Assets Under Management

70
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Happy Clients

675
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Wide Range of Investment

44
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Highest EPS

The Financial Wizard

K.Koushik , Founder

Koushik is an experienced investment and management consultant with over 16 years of professional experience.
He founded this company, Intelli360 Wealth, a firm which is assisting 200 families in securing their financial future.
Experienced Financial Advisor and Goal planner with over 17 years of experience.
His clientele include top IT Executives, Industrialists, Top Bureaucrats of the country, Religious Trusts, Educational institutions etc
He earned a Executive Programme on Management(E-PGP) from IIM, Bangalore.

Koushik’s specific areas of expertise include:

Investment Advise, Portfolio Restructuring & Management, Stock and Mutual Fund Analysis, Fixed Income Product Analysis, and Insurance for Corporates, HNIs, and Retail Investors.
Deep knowledge about various economies, sectors, industries, and companies both in India as well as overseas.
Up to date knowledge about corporations, economy, and geo-political environment
Participates in live shows conducted by Sun News Channel in their “Varthaga Ulagam” , Raj TV ‘s Mudaleedu program and DD Podhigai answering investor queries on various investment/ protection related topics.
Regularly writes investment related articles in Kumudham and Nanayam Vikatan(A Tamil Personal Finance Magazine). Also providing financial advice/planning to a family in each issue of the magazine on specific issues.
Visiting faculty and Empanelled Coach at Edu institutes like SRM, Hindustan University, Exchanges etc
Member – Madras Management Association, TN Investor’s association
Member of Expert Committee on Finance, Hindustan Chamber of Commerce

Ms. Jigyasa Bansal, Chief Growth Officer

Ms. Jigyasa Bansal, is Chief Growth Officer of Intelli360 and one of the leading financial and investment experts. Chartered Accountant by education,esteemed member of the ICAI and has over 10 years diverse experience.

Ms Jigyasa Bansal had a long and illustrious career as a practicing member.Her vast experience and continuous devotion to the profession makes her a veteran in the fields of Bank Audits, Statutory and Tax Audits, Income Tax Assessments, Individual and Corporate Taxation etc. Jigyasa is known for her deep understanding and aggressive in getting things done on ground.

F-124, 2nd Phase, 1 st Floor,

Spencers Plaza

Anna Salai

Chennai – 600002

+91 9840998847

koushik@intelli360.in