• We put our money where our mouth is and invest in the same stocks as our clients.
  • We provide
    • Research reports
    • Annual review
    • Quarterly basis regarding business performance reports
  • Research structure: We provide ratings in line with SEBI RA regulations for each stock – BUY, HOLD & SELL
  • Fees: The subscription to the services comes at an annual fee. In line with the SEBI RA regulations, we don’t partake in any profit sharing.

Products

Blue Chip Strategy

  • Our bluechip portfolio is a diversified set of largecaps with relatively low risk (lower risk related to equity in general). The goal is to beat Nifty50 returns over the medium/long term without churning the portfolio too much.
  • The portfolio will include stocks across various sectors, and we will ensure no sector contributes more than 25% of the PF value. The basis for selection is growth at reasonable valuation. We will pick sectors and stocks that have growth tailwinds and also are fairly valued. 
  • This is an ideal portfolio for those targeting Nifty 50 kind of returns, and do not want to see high volatility or drawdowns in their portfolio.

Contra Strategy

  • Contra is a flexicap portfolio which will invest in stocks across market caps and industries. The strategy aims to identify stocks that are ‘mispriced’ – could be because of sectoral headwinds, or recent business performance. If we believe that the stock will see a turnaround reasonably soon, then it is a candidate for the Contra portfolio.
  • Please note that this is a portfolio which requires patience – these are stocks the market does not view favorably at the current time, and there is no telling if/when the investment will be rewarded. So periods of underperformance are very likely. But the goal is to generate alpha over mutual funds and stock indices over the medium to longer term.

NOTE:

Once a portfolio is subscribed with Intellinvest Labs, the list of stocks will be emailed to you. Any changes, once identified, will be shared with all clients simultaneously.

Performance of individual stocks will be tracked by us, and we will update you on a quarterly basis regarding business performance. Please feel free to reach out to us at any point if you have any concerns.

Disclosure: Intellinvest Reasearch Analyst

Investor Charter

A comprehensive document outlining our Vision and Mission, along with an in-depth description of the services we provide to our valued investors as part of our Investor Charter.

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Disclosure

This document aims to provide key information on Research Services to assist prospective clients in making informed decisions prior to engagement.

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Complaint Data

This document shows a clear picture of customer complaints, including what issues were raised, how often they happened, and how they were resolved, helping us to improve our service.

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Support And Grievance Readdressal

The document explains how clients can submit complaints via email, phone, or post, guarantees a response within 21 days, and offers further escalation options through SEBI or online dispute resolution if needed.

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Refund Policy

 

Our policy ensures transparency by making all sales final, with no refunds or cancellations, while encouraging customers to review terms upfront for a smooth subscription experience.

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Terms and Conditions

Terms and Conditions outline the rules, responsibilities, and limitations governing the use of a company's products, services, or website.

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For general queries and updates, write to [email protected]

To register a formal complaint with us, write to [email protected] with your name, registered mobile number, PAN Card and nature of complaint Visit the SCORES website Download the SEBI SCORES Mobile App

SEBI vide circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/145 dated July 31, 2023 (and further amendments) has proposed and launched a common Online Dispute Resolution Portal (ODR Portal) which channels online conciliation and arbitration for resolution of disputes arising in the Indian securities market.

Please click here and take note of the circular.

To Access to SMART ODR Portal ( Securities Market Approach for Resolution through ODR Portal)  click on SMART ODR Portal