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Case Studies/Testimonials
​Amit – Strengthening a Financial Foundation

Amit, a successful entrepreneur, believed his financial plan was solid—until market volatility revealed significant vulnerabilities. That’s when Intellinvest stepped in with a comprehensive, diversified investment strategy. We restructured his portfolio to go beyond traditional assets, introducing high-growth avenues such as Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and select real estate opportunities. The result? Amit not only safeguarded his wealth but also unlocked new pathways for growth—all while gaining peace of mind amidst market fluctuations.

Mr. Harsh – An NRI’s Real Estate Revival

Mr. Harsh, a Non-Resident Indian (NRI), had invested heavily in Indian real estate. However, due to overseas commitments and project delays, he lost track of his assets and found himself entangled in stalled developments. Intellinvest took full ownership of the situation—conducting on-site inspections, managing negotiations, and streamlining all documentation. Our proactive approach helped him successfully exit these investments with a healthy profit, turning a long-standing challenge into a rewarding financial turnaround.

​Radhika – Resolving a Tax and Legal Crisis from Abroad

Radhika, a US-based client, faced a daunting issue after selling her Indian property in 2022. Although the buyer was responsible for depositing TDS at 24%, he failed to do so, leaving her to deal with Income Tax notices and pending liabilities. She turned to Intellinvest for help. Collaborating with our network of chartered accountants and legal experts, we filed the necessary documents with tax authorities, issued a show-cause notice to both the buyer and the registrar, and initiated a process to cancel the property registry. We also supported her in lodging a formal police complaint to revoke the buyer’s possession of the flat. Our intervention compelled the buyer to not only settle the outstanding dues—TDS, interest, and penalties—but also to pay compensation and request a formal No Objection Certificate (NOC). All of this was achieved without Radhika having to travel to India, effectively resolving a three-year-long issue.

🌟 Planning for Tomorrow, Living Confidently Today

Meet Mr. and Mrs. Shah—dynamic entrepreneurs from Ahmedabad, running a successful textile business. Like many, they were excelling professionally but hadn’t given serious thought to retirement planning.

The Challenge:Their investments were scattered—fixed deposits, random insurance policies, and a few mutual funds, all without clear goals or a retirement corpus in mind.

Our Approach:At Intellinvest, we conducted a comprehensive retirement planning session to estimate their post-retirement needs and define their ideal corpus.✅ Consolidated their investments✅ Introduced a mix of equity and hybrid mutual funds for long-term growth✅ Optimized their insurance coverage for health and life security

The Outcome:Today, Mr. and Mrs. Shah have a clear, actionable roadmap to retirement. Their investments are working harder, their future is secure, and they're already planning a world tour post-retirement!

✨ Retirement isn’t just about saving—it’s about strategic growth, protection, and peace of mind.

If you’re wondering whether your retirement plans are on the right track, let’s connect. 🚀