Skin in The Game
We put our money where our mouth is. We follow highest ethical and professional standards. We do have our own set of rules that we follow for our advisory service.
• The Trading Strategies recommended to clients are also been executed in our own accounts. The instruments in which we take position are very liquid. Putting own money makes sure that our interests & clients’ interests are both aligned.
• We do not recommend any stock unless we have a position in them. We believe any advice without own money at stake is worthless & should not be taken seriously.
• Closely Tracking Positions
Besides recommended stocks to clients, we do initiate small positions in stocks that are not recommended to clients. These are purely ‘tracking positions’ for following developments in those particular securities. This helps us for proper operational efficiency. The moment we plan to add the stock to our main portfolio & give it significant allocation, the same is disclosed to our clients & the stock is recommended.
SEBI Mandated Disclosures & Regulation Policy
IntrinsicOne’s founder Nikhil Khandelwal is a SEBI Registered Investment Advisor. SEBI registration No: INA000003601 Valid Till 7th October 2020. A SEBI’s investment advisors regulation can be downloaded from Here.
General responsibility towards Clients
IntrinsicOne acts in a fiduciary capacity towards its clients and is bound to disclose all conflicts of interests as and when they arise. IntrinsicOne does not receive any consideration by way of remuneration or compensation or in any other form from any person other than the client being advised, in respect of the underlying products or securities for which advice is provided.
Know Your Client Requirements–
IntrinsicOne follows KYC procedure as specified by the SEBI Board from time to time. We must collect clients risk profile & risk assessment of all clients from time to time. Being an online subscription services provider, we take only basic information as the decision is taken by the client and IntrinsicOne’s services merely act as a research input for the client.
Conflict Of Interest & Necessary Disclosures –
IntrinsicOne invests in securities market instruments & has interest in all securities it recommends. IntrinsicOne makes sure to discloses to the clients its holding or position, if any, in the financial products or securities which are subject matter of advice. IntrinsicOne ensures that in case of any conflict of interest of the investment advisory activities with other activities, such conflict of interest shall be disclosed to the client. IntrinsicOne does not enter into transactions on its own account which is contrary to its advice given to clients for a period of fifteen days from the day of such advice. Provided that during the period of such fifteen days, if we are of the opinion that the situation has changed, then it may enter into such a transaction on its own account after giving such revised assessment to the client at least 24 hours in advance of entering into such transaction.