icAdvisor India

Intellectual Capital analytics based Stock Advisory Service for Indian HNI investors


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.


Salient Features of Our Offering

  • Stock picking is based on an Intellectual Capital analysis of the underlying business
  • The advice is customized to match your own risk profile
  • Portfolio is highly diversified
  • There is no lock-in. You are free to sell your stocks anytime you want
  • We review your portfolio and provide rebalancing advice during the service period
  • We monitor your portfolio for corporate actions such as dividends, bonus and splits
  • We keep you updated about the performance of your portfolio by way of regular updates
  • And most importantly. Simple fee structure. No hidden charges

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
- 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

PackageMinimum CorpusFee PercentageValidityBilling
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.

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Notes:
  • 50% of the Advisory fees will be due in advance at the start of the service
  • The balance 50% will be due after six months of service
  • New Clients will have to fill up a brief Risk Profile form
  • Clients will need to have their KYC registered on file with a SEBI approved KRA and provide us their PAN card copy for KYC verification
  • 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 free 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
  • Unused rebalance requests will expire at the end of the validity period
  • Clubbing of folios with separate PAN numbers will NOT be allowed for the purpose of calculating Minimum Corpus, EXCEPT for members of the same family
  • The Free Rebalance limit is applicable ONLY when the rebalance request is initiated by the Client. There is no limit for rebalances that are initiated by us


Happy Investing!