The
icAdvisor India offering is targeted at long-term HNI investors for the Indian market.
This is a Portfolio Advisory Service. In this offering, we first understand your risk profile
using a simple questionnaire. Thereafter, leveraging data from the
icTracker for India
and using database analytics, we
construct a portfolio for you
matching your risk profile. Subsequently, we review the portfolio and rebalance it
at your request, anytime during the validity period. Our goal is to achieve superior risk adjusted returns (i.e. greater than the Nifty) for you from listed Indian stocks.
This is purely an advisory service, keeping you in complete control of your money at all times.
Reasons why you should try the icAdvisor service
1. Intellectual Capital
Intellectual Capital (or Knowledge assets) provides long term competetive advantage
to a Business. Such assets help the business in developing an
economic moat
which ringfences it from the competition. In leveraging the icTracker, the icAdvisor picks stocks based
on the Intellectual Capital of the underlying Business. As far as we know, there is no equivalent stock picking service anywhere else.
2. Customized Portfolio
The portfolio that we construct for you depends on two inputs - your risk profile and the market conditions prevailing at the time
you initiate the service. Hence your portfolio is not only suitable for you but it is also time relevant. This approach differs significantly from a Model portfolio
approach. Although managing a customized portfolio for every Client consumes more effort from our side, it is in the Client's best interest.
3. Diversified Portfolio
Every portfolio that we construct for Clients is fully diversified from a sectoral perspective. You may be aware that sectoral movements are cyclical
in nature in many cases and are also influenced by policies, regulations and general economic conditions. With this mind we diversify every portfolio across
sectors in order to limit the impact of market volatility that may arise from a specific sector. Portfolio diversification is a widely used portfolio management technique to
manage systematic risk.
4. Review and Rebalance
Business environments are dynamic in nature. Businesses that have a competitive advantage today may lose it
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 the quarterly results are published. This enables us to advice
you 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.
Testimonials
Thank you for your advisory service which proved to be good.
-
Anuradha Elisetti,
Past icAdvisor Client, Singapore
My goal is wealth creation in the long run. After learning about Shri Warren Buffett's technique of stock selection by measuring company's intrinsic value, I found your website which in my opinion is the very best.
-
Vishal Shirsath,
Government Employee, Pune
Few days back, I just stumbled upon your website and ICTRACKER tool. Apparently, it's quite impressive.
-
Arup Bhattacharjee,
Individual Investor, Navi Mumbai
Very genuine certified service and I personally recommend use this valuable service for every retailer great option with trust
Very thankful to attainix
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Alekhya Koduri,
icAdvisor Client, Ippagunta, Andhra Pradesh
ICTRACKER is really excellent concept and tool. Really Excellent work, I am personally appreciating it.
-
Dr Pralhad Jakhale,
Individual Investor, Kolhapur
Kudos for work done by you.
-
Sushma Vishnani,
Associate Professor - Finance, Lucknow
Advisory Fee structure
| Package | Minimum Corpus | Fee Percentage | Validity | Billing |
| ST-STARTER |
Rs. 5 Lacs
| 2.4% of corpus |
12 months
| Annual |
| ST-REGULAR |
Rs. 10 Lacs
| 2.0% of corpus |
12 months
| Annual |
| ST-PREMIUM |
Rs. 30 Lacs
| 1.7% of corpus |
12 months
| Annual |
| ST-HNI |
Rs. 100 Lacs
| 1.45% of corpus |
12 months
| SemiAnnual |
| ST-SUPERHNI |
Rs. 400 Lacs
| 1.25% of corpus |
12 months
| SemiAnnual |
| ST-ULTRAHNI |
Rs. 1,500 Lacs
| 1.0% of corpus |
12 months
| Quarterly |
| ST-CORP |
Rs. 5,000 Lacs
| 0.75% of corpus |
12 months
| Quarterly |
GST @18% will be additional. Packages struck out above are not available anymore.