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ICAdvisor Service

icAdvisor for USA

Intellectual Capital Analytics based Stock Advisory Services for Investors in US stocks


The icAdvisor for USA offerring is designed for individual investors in the US stock market. Leveraging data from icTracker for USA and using database analytics, we first construct a portfolio at the efficient frontier matching your risk profile, and then rebalance it at your request. Our goal is to achieve superior risk adjusted returns for you from US stocks. This is a pure advsisory service and is non discretionary in nature, keeping you in complete control of your money at all times. We are an eligible Foreign Private Adviser (FPA) as defined under section 403 of the Dodd-Frank act.


Salient features of our offering

Stock picking is based on a Intelletual Capital analysis of the underlying business Portfolio is constructed at the efficient frontier i.e. combination of selected stocks are perfectly diversified
The advice is customized to match your own risk profile We provide rebalancing suggestions for your portfolio whenever you tell us to
There is no lock-in period. You are free to sell your stocks anytime you want We track your portfolio, including corporate actions such as dividends, bonus and splits
Simple fee structure. No hidden charges We provide regular updates on the performance of your portfolio


Wealth Growth with icAdvisor


Top three reasons why you should try the icAdvisor service


  1. Intellectual Capital - Knowledge assets provide long term competitive advantage to a Business. Such assets help the business in developing an economic moat which ring-fences it from the competition. We only pick stocks where the underlying business has a high proportion of knowledge assets. There is no equivalent stock picking service anywhere else.

  2. Rebalancing - Business environments are dynamic in nature. Businesses that have a competitive advantage today may see a rival emerging on the scene in the very next quarter. We therefore monitor the business environment constantly, and update the value of the Knowledge assets of the business as soon as their quarterly results are published. At the end of it, we are able to advice you confidently on how to rebalance your portfolio. This approach keeps your transaction costs to a minimum, yet gives you the best opportunity for maximizing your returns.

  3. Back-Testing - The proof is in the pudding. Take a look at our amazing back-testing results in the chart below, generated assuming a pure Growth risk profile and rebalanced once every quarter.


Our back-testing shows that starting September 2006 until September 2016, the SnP 500 would have multiplied your money 1.6 times. Whereas a portfolio managed using the icAdvisor service during the same period would have multiplied your money 4.7 times. In other words, the icAdvisor based portfolio would have outperformed the SnP 500 by a whopping 3 times. That translates to a CAGR (or annual returns) of 16.8% on your money!

Whats more - the risk of the icAdvisor based portfolio would be no more than that of the index itself, as can be verified from the detailed back-testing results. This is so because the portfolio that we recommend is always generated at the efficient frontier - which ensures the optimum risk/reward to you. In the interest of transparency, we have published all the individual stock transactions generated during the back-testing right from day one, so that these results can be independently verified.




Advisory Fee structure

PackageMinimum CorpusFee PercentageValidityRebalances
Starter $ 50,000  0.6% of corpus6 months1
Regular $ 100,000  1.1% of corpus12 months2
Premium $ 250,000  2.0% of corpus24 months4

Notes:
  • Advisory fees are due in advance at the start of the service
  • New Clients will have to fill up a brief Risk Profile form
  • Recommendations will be valid for the immediate next trading day only
  • If you are not able to place your trades in the next trading day for any reason, you will have to use your rebalance quota for getting fresh recommendations
  • After the trades are executed, you will have to send us the trade summary details so that we may track your portfolio
  • Rebalancing requests should be made one day in advance
  • Unused rebalance requests will expire at the end of the validity period

How to make payments

  • Payments can be easily made by international wire transfer to our account at HDFC Bank at Mumbai, India. Please read the International wire transfer transfer process recommended by HDFC Bank and then follow these steps.
  1. Download and print a copy of the International wire transfer form from the HDFC Bank website.
  2. In the field titled 'Intermediary Bank', fill in the name of the Correspondence Bank from among the USA banks in this list. Further, in 'Field 56 A', fill in the Correspondent Bank's Swift code from the same list.
  3. In the field titled 'For Credit To', fill in the Correspondent Account Number from the same list.
  4. In the field titled 'Field 59', fill in the following:
    Account No.: 00852560000667
    Account Holders Name: Attainix Consulting
    Bank Branch Address: HDFC Bank, Regal Cinema Building, Shahid Bhagatsingh Road, Colaba, Mumbai 400039
  5. In the field titled 'Remittance Info', choose option 3 and fill in the Account No. as 00852560000667. Further, in the 'Purpose Code' field, fill in P0703. Please find a list of all the purpose codes.
  6. Submit this filled-in form to your local bank in the USA.
  7. You can also use the above details to make an International wire transfer through other channels such as TransferWise, Remitly, etc. You will find general instructions for doing an International Wire Transfer here. If you will be using other channels, please note the following details:
    HDFC Bank Swift code: HDFCINBB
    HDFC Bank Colaba Mumbai branch IFSC code: HDFC0000085
  8. Whichever way you make the wire transfer, do inform us by email immediately after making the payment.
  • International wire transfers take between 1-4 days to reach the destination account. Please check exact transfer times with your local bank.
  • Happy Investing!

Points to consider


•  Are you a serious long term investor in the US stock market?

•  Are you tax-resident in the USA?

•  Do you believe that businesses that have more knowledge assets than physical and financial assets are the best investment bets in this knowledge economy?

•  Do you want to invest in a portfolio of stocks with a high degree of knowledge assets?

•  Are you looking for a service that will continously track your portfolio and provide regular advice on rebalancing it?


If you answered YES to ALL the above questions, the icAdvisor for USA service is the perfect choice for you.

Just provide us your contact details in the form below and we will get you started immediately.


 
   
 
 
 
I agree to all Terms & Conditions


If you have any questions, please send us an email