Clear, transparent advice with your best interest at heart.
Every day, we help people like you set and meet their financial goals, plan for the future, and grow their wealth. With our commitment to transparency, proven expertise, and market-leading standards, you know that you are in safe hands.

our story

InvestIntel was born with a single objective, of enabling wealth creation for our clients through quality and conflict free investment management. The use of technology is our cornerstone in ensuring that we can reach across demographics and geographies, provide a convenient, low cost - high quality, process driven, goal oriented, wealth creation platform.

We are experts at what we do and for us our success lies only in making our clients meet their investment objectives. We love the fact that we are known and respected by our clients and the industry for our unique business model and our conflict free advice.

Amit Kalra is the founder and CEO of INVESTINTEL with over 15 years of rich experience in the financial services industry. He is a graduate and holder of Master in Business Management from Indian Institute of business management and studies, and also holds an Advanced Diploma in Business Management from ICFAI University. He is registered with the Securities and Exchange Board of India (SEBI) as 'Investment Adviser' .

He also holds the following professional certifications:

CFPCM - Certified Financial Planner - Financial Planning Standards Board, India.
CWM - Chartered Wealth Manager - American Academy of Financial Management..
Award in Financial Planning - Chartered Insurance Institute, UK.
Also certified by AMFI and NCFM.

What do I do?

I am in the profession of serving my clients with bespoke financial solutions to address their financial challenges. My job is to offer quality advice and solutions that will secure and enhance my client's financial well-being. I do this by using a total case approach. Each part is significant individually and handling them all together is one of the most vital considerations for financial success. By keeping client's objectives in the forefront, hand-holding in inconvenient situations, facing various market conditions and adjusting as client's personal and financial circumstances change, I strive to maintain a persistent commitment inputting 'CLIENT FIRST'. I do not chase 'highest return' investments, rather I focus on developing strategies using suitable options that will help my client achieve his objectives, aspirations and dreams keeping in mind his financial risk tolerance.

Nobody can guarantee you the financial success, except….YOU! You are the architect of your destiny. You need to have a focus on your goals and zeal to achieve it.

As a financial coach, my role is to help you develop and maintain healthy financial habits resulting in positive personal growth, to create financial awareness, to help inculcate financial discipline, to help you make informed decisions so as to avoid committing any financial mistakes. This will strengthen your confidence to be able to control your finances for any given situation or goal.

Why Choose a Distributor?

We at INVESTINTEL ponder over this fundamental question every now and then. Why should an individual or a family trust their hard earned savings in the hands of an entity or an individual. This is all the more relevant today as Investors can invest directly and save a part of their expense. This is surely tempting. Ease of investing online and saving part of expense is alluring. However, this Is just one part of the story. With over 2000 schemes in debt and equity category the choice of the scheme has to be correct. Going forward consistent monitoring of investments becomes extremely important. Add to this various servicing needs like change of bank, updating of address, email ID’s, statement of capital gains etc. Hence, a Mutual Fund Distributor may be indispensable. The moot point is “is engaging a distributor worth it ?” . Totally. We shall give you all the tools to make decisions on your own. Weather it is rebalancing of the portfolio with the changing market and political conditions or weening out existing non performing schemes, our portfolio tracker shall enable you with DIY.

• While investing, investors want to be ‘informed on investments’. Financial planning is not taught in most school text books. Besides, it is simple and easy to understand. Hence basic education needs to be imparted. Investors expect “Hand holding” for a few months or years to understand the investments. INVESTINTEL will give you enough links from various websites and you tube videos that enables you to take all important decisions on your own.
• Investors expect distributors to know the importance of savings and investment in middle class families. Investors expect hard earned money to be safeguarded.
• Investors have little or no idea about financial objectives/goals, retirement planning, long term compounding, inflation, risk or adjusted return. They expect the distributor to act as an enabler, Enabler for investors to take important decisions.

Is the Distributor really needed?

In our close interaction with various individuals, from our family of over 1000 investors, this is what we figured out about “ the worth it” distributor.

Investors are looking for ‘ Honest & prompt service”. No mincing of words. If the stock markets are likely to go down it ought to be communicated. Risks need to be communicated along with all other information.

In monetary terms, good and prompt services, investment tracker and professional approach may be more important than cost saving incurred by investing direct.