Intellinvest | Strategic Wealth & Asset Transmission Services
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NRIs & Indian Investments: Overcome Challenges with Strategic Clarity

Intellinvest helps you build wealth in India while providing end-to-end support for asset transmission, estate documentation, and claim management.

Get Strategic Guidance

Core Wealth Services

Real Estate & Tokenisation

Direct property advisory, real estate funds, and innovative real estate tokenisation services[cite: 1].

Portfolio Management (PMS)

Tailored equity and fixed-income portfolios through leading discretionary portfolio managers.

Alternative Investments (AIFs)

Access high-yield alternative investment funds, private equity, and GIFT City funds

Mutual Funds & Bonds

Comprehensive asset allocation via mutual fund schemes, corporate bonds, and REITs

Health & General Insurance

Comprehensive health protection plans and general insurance coverage for individuals and families

Estate & Claim Assistance Services

Comprehensive documentation, coordination, and claim support across banks, AMCs, insurers, and RTAs until the asset is fully transferred

Nominee & Death Claims

Bank account nominee claims, insurance death claims, and family asset claim assistance

Asset Transmission

Mutual fund transmission, Demat/share transmission, and complete asset transfer support

Legal & Documentation Support

Succession certificate-related documentation, legal-heir paperwork, NOCs, affidavits, and indemnity paperwork

End-to-End Coordination

Active coordination and follow-up with banks, AMCs, insurers, RTAs, and brokers until settlement

Financial & Health Calculators

Our Associated Partners

ASK Investment Managers
ASK Investment Managers

PMS, AIF, Real Estate Funds

Citrus Advisors
Citrus Advisors

PMS

HDFC International
HDFC International

GIFT City Funds

iBricx
iBricx

Real Estate Tokenisation

ManipalCigna
ManipalCigna

Health Insurance

ICICI Lombard
ICICI Lombard

General & Health Insurance

Propzine
Propzine

Real Estate Tokens & Bonds

Insurance Disclaimer: We operate as intermediaries under the individual insurance brokership category, facilitating the sale of insurance products and services. The illustrations provided are indicative, based on recent offerings, and are subject to change. Premiums and benefits may vary depending on individual profiles and the policy issuance date. Recommendations are based on individual needs; however, we do not guarantee coverage terms or premium rates set by the insurance company. Clients are advised to thoroughly review all policy terms and conditions before making a purchase. Claim approvals and payouts are solely at the discretion of the respective insurance provider. We uphold ethical practices by offering only suitable products to clients. Additionally, we do not engage in unethical practices, including sharing brokerage commissions due to competitive pressures.

Mutual Fund Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

PMS Disclaimer: Portfolio Management Services (PMS) offered by Intellinvest Private Limited are subject to market risks. PMS strategies are tailored to individual client objectives, but the value of investments may fluctuate, and past performance is not indicative of future results. Investors should carefully consider their risk tolerance and investment goals before participating. Please review all relevant documents before investing.