The
icAdvisor India offering is targeted at serious long-term HNI investors for the Indian market.
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 at the
efficient frontier
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.
Top three 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 is the only stock advisory service in the world that picks stocks based
on the Intellectual Capital of the underlying Business. There is no equivalent stock picking service anywhere else.
2. Review and Rebalance
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. Thus 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. Backtesting
The proof is in the pudding. Take a look at our amazing backtesting
results in the chart below, generated assuming a pure Growth risk profile and rebalanced once every quarter.
Our back-testing shows that starting September 2012 until September 2022,
the Nifty 50 would have multiplied your money 3.3 times.
Whereas a portfolio managed using the icAdvisor service during the same period would have multiplied your money
38.9 times. In other words, the icAdvisor
based portfolio would have outperformed the Nifty 50 by a whopping
11.9 times. That translates to
a CAGR (or annual return) of 44.2% on your money!
Whats more - the volatility 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.
Testimonials
My investment experience spans over 25 years and one of the best methods of choosing stocks (defined as that which has given me the best returns with the lowest risk!) is undoubtedly the system from Attainix! In the two years of using the system, my portfolio has handily outperformed the indices in the US. As an added bonus, the Founder of Attainix - Abhijit Talukdar is now a very good friend and his interest in investing and constant endeavor to deliver the best returns is exemplary. I would urge every investor to give the Attainix system a very close look and definitely sign up for the service.
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Srinivas Bhopal,
icAdvisor Client since 2015
The portfolio is doing really good and outperforming the Nifty by a huge margins at the moment. I am really satisfied with your service.
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Sumit Sehgal,
icAdvisor Client, Faridabad
Thank you for your advisory service which proved to be good.
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Anuradha Elisetti,
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.
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Vishal Shirsath,
Government Employee, Pune
Few days back, I just stumbled upon your website and ICTRACKER tool. Apparently, it's quite impressive.
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Arup Bhattacharjee,
Individual Investor, Navi Mumbai
I have been following Attainix for over a year. The ICtracker tools has been tremendously useful to assess stocks from a totally different perspective.
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Amit Khanna,
Business Development Manager, Antwerp
ICTRACKER is really excellent concept and tool. Really Excellent work, I am personally appreciating it.
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Dr Pralhad Jakhale,
Individual Investor, Kolhapur
I appreciate your efforts and services which have so long been useful for me to keep my investment in a good shape.
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Jayesh Sharma,
Individual Investor, Udaipur
Wish you all the best and Thank you for this wonderful tool provided for investors like me.
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Mohan R,
Private Investor, Bangalore
Kudos for work done by you.
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Sushma Vishnani,
Associate Prof - Finance, Lucknow
Thanks for suggesting good stocks for my portfolio
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Col Tejinder Singh,
icAdvisor Client, Delhi
Attainix Consulting has provided the necessary fundamental analysis and details about the stocks that I wanted to buy that made my life easy as I didn’t have to go through the whole annual report of the company to analyze each stock. The important details about a stock like intrinsic value, sentiments etc are provided at your fingertips. It is one-stop for all your stock related queries.
-
Bibhash Kalita,
Software Developer, Chennai
Advisory Fee structure
| Package | Minimum Corpus | Fee Percentage | Validity | Free Rebalances |
ST-STARTER |
Rs. 5 Lacs
| 2.4% of corpus |
12 months
| 2 |
ST-REGULAR |
Rs. 10 Lacs
| 2.0% of corpus |
12 months
| 3 |
| ST-PREMIUM |
Rs. 30 Lacs
| 1.7% of corpus |
12 months
| 4 |
| ST-HNI |
Rs. 100 Lacs
| 1.45% of corpus |
12 months
| 6 |
| ST-SUPERHNI |
Rs. 400 Lacs
| 1.25% of corpus |
12 months
| 8 |
| ST-ULTRAHNI |
Rs. 1,500 Lacs
| 1.0% of corpus |
12 months
| 10 |
| ST-CORP |
Rs. 5,000 Lacs
| 0.75% of corpus |
12 months
| 12 |
GST @18% will be additional. Packages struck out above are not available anymore.