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ABOUT US

Being Agile to Achieve Prosperity

Indexbulls is an esteemed investment advisory firm offering trusted solutions and best-in-class insights to individual investors, high net worth individuals (HNIs), non-resident Indians (NRIs), corporates and many others. Perceptive, prudent and perseverant, our solutions are tailor-made towards fulfilling individual client goals and aspirations.

Our strength lies in understanding the implicit and explicit needs of clients and delivering value in all endeavours. We cherish building relationships based on credibility, collaboration and mutual respect and this is supported by our rich attention to detail, confidentiality and foresight.

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PRODUCTS

Our Products

01

  

Mutual Fund



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02

  

Tax Planning



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03

  

Health insurance



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04

  

Term Life Insurance



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05

  

Bank & Corporate FD



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06

  

NRI Service



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07

  

Equity Service



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08

  

Retirement Planning



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09

  

Corporate FDs



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WHY CHOOSE US

1) Jargon-free financial consulting and investment. Our aim is to always do the right thing and make investing simpler and more understandableX
2) Competent, experienced and professional financial advisors
3) Transparent, bias-free and a process-oriented approach
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4) Utmost respect for client confidentiality and uncompromising integrity
5) Expertise in guiding and collaborating with all investors
6) Thoughtful approach to risk and opportunity
7) We take pride in customer service excellence

TESTIMONIAL

WHAT PEOPLE SAY ABOUT US

We Are Awesome

  • I have been a client of Indexbulls for past two years and would highly recommend their services. They have assisted me with my complex financial structures and I have been more than happy with the results. I have recommended a number of my friends and family to Palani and they also are very happy with the service. I will definitely continue to rave about Indexbulls’s services.
    Mr C SudhanSenior delivery Manager,
    Accenture, Chennai.
  • I’ve known I Palani for almost 3 years and he is one of the finest Financial Planners I’ve come across. Not only does he have a thorough knowledge and expertise in his domain, he is also one of the most ethical and process oriented professional with extremely high integrity. I truly appreciate Palani’s commitment to using his skills to promote Financial awareness and using it as a tool to create a wealth portfolio to achieve not only one’s financial goals, but also life goals. ”
    ParasuramanIndustrialist, Sivakasi.
  • knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Palani had this and more. His dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.
    Mr. D MuthukumaranHardware Products Head,
    Intel, Bangalore.
  • As NRI living for past 10 years in USA I connected with Palani I over the internet and later met him. His approach towards financial planning and the fact he provide a independent unbiased advice was critical for me. Palani is someone who you can trust with your financial planning. I highly recommend his services to anyone seriously looking to get a structured financial planning in place. ”
    K LakshmananSoftware analysist, USA.
  • ” I have used Palani’s services often for taking guidance on tax planning and wealth management. I must say he is very detailed oriented, methodical and knowledgeable. I have no hesitation in recommending him for any financial planning and wealth management related activity. ”
    Mr. T Karthikeyan, Chief general Manager,
    Lanson Ventures.
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