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The IBTI Framework

Your Journey to Financial Freedom

Four powerful stages — each building on the last — guiding you from your first step to peak wealth.

🚀
STEP 1
Invest
The first step — take action. Begin your financial journey with purpose and the right knowledge.
🏗️
STEP 2
Build
The middle journey — compounding and patience. Grow your portfolio steadily with discipline.
🦋
STEP 3
Transform
The shift — change your financial status. Move from earning to wealth creation with strategy.
STEP 4
Ignite
The breakthrough — accelerate wealth to reach its peak. Unlock full financial independence.
Built to Grow

Why IBTI is the Right Platform
for Your Investments

💎

Hidden Gems Discovery

Identifying niche opportunities before they become market favorites.

🔍

Deep Research Foundation

In-Depth Analysis that transforms data into decisive opportunities.

📄

Techno-Funda Edge

Blending technical momentum with fundamental strength for precise entries.

📈

Trend Mapping

Tracking emerging sectors and market themes shaping future growth.

Services

Our Portfolio at a Glance

📈 Investing Services
⭐ Top Selling
IBTI Alpha Ideas
Swing Trading | Short Term | Powered by Price Action & Momentum
₹3,000 / month  | ₹36,000
₹30,000/year
Including 18% GST
Ideas / Per Month6 – 8
Holding Period1 – 6 Months
Min. Investment₹1 Lakh
Max. InvestmentUpto ₹50 Lakhs
Enquiry Now →
⭐ Premium
IBTI Platina Wealth-HNI
HNI & UHNI | Equity Research Calls under SEBI RA | Mid, Small, Nano & Micro Caps
HNI: 2.5% of corpus / year
HNI Corpus₹50 Lakhs+
Holding Period1-3 Years
Cap SegmentsMid, Small, Nano, Micro
Research UnderSEBI RA License
Enquiry Now →
⭐ Premium
IBTI Platina Wealth-UHNI
HNI & UHNI | Equity Research Calls under SEBI RA | Mid, Small, Nano & Micro Caps
UHNI: 2% of corpus / year
UHNI Corpus₹2 Crore+
Holding Period1-3 Years
Cap SegmentsMid, Small, Nano, Micro
Research UnderSEBI RA License
Enquiry Now →
🏠 Exclusive
Family Office Services
Comprehensive Family Wealth Management | Dedicated Advisor
Custom Pricing / tailored plan
CoverageFull Wealth Suite
ForFamily Offices & Trusts
AdvisorDedicated Relationship Manager
ReviewQuarterly Strategy Sessions
Enquiry Now →
📊 Mutual Funds
IBTI – Mutual Fund Portfolios
Curated by Individual Risk Profiling
Custom / based on risk profile
TypeEquity, Debt, Hybrid MFs
ProfilingIndividual Risk Assessment
AdvisoryExpert-Led Portfolio Curation
ReviewPeriodic Rebalancing
Know More →
Our Philosophy

Data-Driven Stock Ratings

Evaluate each stock using proprietary technical and fundamental metrics for better decision-making.

Personalized Recommendations

Receive clear hold or exit advice on every stock with specific reasons tailored to your portfolio.

Sector Allocation Insights

Understand how your portfolio is distributed across industries and aligned with market trends.

Market Cap Analysis

Review your exposure to large, mid, and small caps to ensure diversification and risk balance.

Diversification Check

Identify overexposure or underexposure and improve portfolio risk management.

Actionable Adjustments

Implement practical changes aligned with your investment goals and returns.

Portfolio Review

Technical and Fundamental Rating | Exit and Hold Advice

Get a professional assessment of your existing portfolio with stock-wise technical and fundamental ratings. Receive clear hold/exit advice, allocation insights, and diversification analysis to improve returns.

Portfolio Size Reviewed30 Stocks
Risk Profile AnalysisIncluded
Diversification CheckIncluded
Subscription Starting
₹15,000/yr
SUBSCRIBE NOW

Regulatory Compliance

A SEBI-Registered Research Advisory firm

SEBI Registered
Registration Number : INH000015783
Client First
Approach
Research-driven
Insight
Compliant
Operations
Ready to Learn?

Just a Few Clicks to Grow Your Career

Getting started with IBTI is simple. Whether you're a beginner or seasoned professional, our guided process helps you certify with confidence.

01

Choose Your Programme

Select from NISM certification courses or our investment research services.

02

Start Learning

Attend live expert-led sessions and access study material anytime, anywhere.

03

Get Certified

Clear your NISM exam, get certified and launch your finance career.


Our Courses at a Glance

🎓 Education Services
🎓 Research Analyst
NISM RA – Series XV
Research Analyst Certification | NISM Approved
₹20,000 / program
Including 18% GST
ExamNISM Series XV
EligibilityGraduates & Professionals
IncludesStudy Material + Mock Tests
ModeOffline
Enroll Now
🎓 Most Popular
Mutual Fund – NISM V-A
MF Distributors Certification Examination | NISM Approved
₹10,000 / program
Including 18% GST
ExamNISM Series V-A
Pass Mark50% (100 Questions)
IncludesStudy Material + Mock Tests
ModeOffline
Enroll Now
🎯 Best Value
NISM Combo Pack
NISM V-A (₹10K) + NISM XV RA (₹25K) — Save ₹5,000!
₹25,000 / combo  ₹30,000
Including 18% GST
IncludesBoth Certifications
You Save₹5,000
ModeLive Sessions
SupportDedicated Doubt Sessions
Enroll Now – Save ₹5K →
Get In Touch

Start Your Investment Journey Today

Reach out to our experts and we'll guide you to the right program for your investment goals.

🌐
Website
www.ibti.in
WhatsApp
📍
Location
Begumpet Hyderabad, Telangana

Send an Enquiry