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FINANCIAL ADVISORY

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Advisory Service Overview

Intragen is a registered Portfolio Manager. We have a strong management team with expertise in risk management, focused on long-term wealth creation. We aspire to outperform the stock markets over a period of time. With a dedicated Relationship Manager, access to Investment Counsellors, research reports, regular updates and wealth creation plans, we aim at excellence in Portfolio Management.

Why us?

Financial Plan is a written document that clearly defines

The road-map or strategies to achieve your life’s important financial goals,

Reduces financial risk & money-related uncertainties of future needs and

Helps you maintain a good financial health.

Our Advisory Services:
  • Goal Planning
  • Retirement Planning
  • Insurance Planning
  • Emergency Funds
  • Tax Planning
  • Budgeting & Loan Management
  • Investment Planning
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Our Mission

At Intragen, our endeavour is not to sell you yet another financial product but help you with a comprehensive financial solution. We customise the financial plan to suit to your requirement. IT ALL STARTS WITH KNOWING YOU. The better we know you, the better we can customise the financial plan.

Your Advantages

1. Track Record.No matter the fancy tales money managers tell you, it all boils down to one number: the internal rate of return. Over the long term, this number, properly calculated and verified, will not lie.

2. Small Capital.It's much easier to profitably invest smaller amounts of capital than larger ones, all other things being equal.

3. You Earn, We Earn.We are sticklers for this one. We do not charge any kind of service fees which is not linked to our performance. This distinguishes us from most of our peers.

Intragen Fund Management Solutions

1.Wealth Management Solution Advanced client and relationship management tools at all stages.

2. Asset Management Efficient management of different portfolio types and multiple structure views

3. Fund Management Multi-currency and multi-asset class support, including private equities, real estate and crypto funds

4. Insurance Investment Management Global product coverage including exchange tradable securities (equities, fixed income, funds, etc) and non-listed investments (real estate, private equities, etc)

5. Custody Solution The Custody solution comprehensively covers all the needs of the Custodian Services market and provides the required flexibility to continuously adjust to its ever-evolving needs.

What is Intragen's Portfolio Management & Advisory Services?

Portfolio Management & Advisory is an opportunity in different instruments like shares/stocks, fixed income, debt, cash, etc. managed by professional portfolio managers/fund managers. A PMS portfolio is managed by a portfolio manager/fund manager that can be customised to meet specific investment goals.

Discretionary:Under these services, the investment decisions' choice and timings rest solely with the Portfolio Manager.

Non-Discretionary:Under these services, the portfolio manager only advises investment ideas; however, the choice and timings of the investment decision, rest solely with the investor. However, the execution of trade is fulfilled by the portfolio manager.

Advisory:Under these services, the portfolio manager only advises investment ideas; however, the choice and the execution of the investment decision remains with the investor.



Our Principles

There are some things we just won't do for money. For example, Intragen does not recommend tobacco & Alcohol manufacturing companies for its clients' portfolios. Here are our central tenets.

1. We are investment partners, not service providers.

2. We are only interested in long-term relationships.

3. Our first order of business is protection of capital.

4. It is important to us to be passionate about investing.

5. We are measured and deliberate in our decision-making.



The Difference between Financial Planning & Asset Management

When an investor enters the marketplace for a financial adviser, it can be difficult to navigate the plethora of terms used to describe the types of services provided. Financial planning, asset management, wealth management, investment management, portfolio management, financial life management, and on. Many people make the mistake of assuming they mean the same thing. A failure to understand the differences between financial services and the advisers that provide them can make it a challenge to find the right adviser for your specific needs.

WHAT’S THE DIFFERENCE?

Essentially, there are two main services that an adviser offers: financial planning and/or asset management (also called investment management and portfolio management). While they are two separate services, they are interrelated and both essential for reaching your financial goals.

Financial planning: Financial planning is a comprehensive assessment of your financial situation and your future goals. It involves creating a financial plan to help you answer important questions such as: How much do I need to save for retirement? What should I do with my 401(k)? How can I fund my kids’ college educations? When should I file for Social Security? Does long-term care insurance make sense?

Asset management: Asset management pertains to the investment of your money: building your portfolio, establishing a proper asset allocation, buying and selling securities, rebalancing as needed, etc.