The
icAdvisor USA offering is targeted at individual investors in the US stock market.
In this offering, we leverage data from the
icTracker for USA
and using database analytics, we
construct a portfolio at the
efficient frontier
matching your risk profile. Subsequently, we review 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 S&P500) for you from US stocks.
This is a pure advisory and non-discretionary service, 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.
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 December 2010 until December 2020,
the SnP 500 would have multiplied your money 3 times.
Whereas a portfolio managed using the icAdvisor service during the same period would have multiplied your money
4.4 times. In other words, the icAdvisor
based portfolio would have outperformed the SnP 500 by a whopping
1.5 times. That translates to
a CAGR (or annual return) of 15.9% on your money!
Whats more - the risk of the icAdvisor based portfolio would be no more than that
of the index itself. This can be verified by checking the Beta value in the portfolio
stats section of the detailed
backtesting 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 backtesting
right from day one, so that these results can be independently verified.
Advisory Fee structure
| Package | Minimum Corpus | Fee Percentage | Validity | Free Rebalances |
| ST-STARTER |
$ 25 Thous
| 1.5% of corpus | 12 months | 2 |
| ST-REGULAR |
$ 50 Thous
| 1.2% of corpus | 12 months | 3 |
| ST-PREMIUM |
$ 150 Thous
| 1.0% of corpus | 12 months | 4 |
| ST-HNI |
$ 500 Thous
| 0.85% of corpus | 12 months | 6 |
| ST-SUPERHNI |
$ 2,000 Thous
| 0.725% of corpus | 12 months | 8 |
GST @18% will be additional
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.
-
Srinivas Bhopal,
icAdvisor Client since 2015, Boston
I have been following Attainix for over a year. The ICtracker tools has been tremendously useful to assess stocks from a totally different perspective.
-
Amit Khanna,
Business Development Manager, Antwerp