Our Team

Amit Kalra is an experienced professional with over 15 years of work experience in Mutual Funds and Banking industries. He is a MBA (Fore School, 2006), a Certified Financial Planner (IIFP, 2016), Investment Advisor NISM XA L1 (2018), NISM XB L2(2019) and holds a Certificate from CFA US Investment Foundation since 2021. During his formative years while working for Banks, he gained in-depth knowledge about various Banking and Investment products and how to offer them in a consultative manner to build wealth for the customers.
His enterprising mind realised the potential of Mutual Funds industry early on and he decided to become an entrepreneur. He launched his business under the Brand name of “Invest Intel” in 2015 and made rapid progress. Today he is ranked among the Top 50 Mutual Funds Distributors in India with an enviable corpus of hundreds of Crores of AUM and large customer base comprising individuals and corporates.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
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