Terms of Use

Please read this document carefully before using the Intellistocks website (“the site”).

By using this site, you agree to be bound by the following terms and conditions. If you don’t want to be bound by them, please do not use the site. Intellistocks may change this agreement at any time and shall be effective immediately on its posting on the site. If you continue to use the site, that use shall be deemed your conclusive acceptance of the modified agreement.

You accept that, other than information, products or services clearly identified as being supplied by Intellistocks, Intellistocks does not operate, control, or endorse any information, products or services on the internet. Except for Intellistocks identified information, products or services, all information, products, and services offered through the site or on the internet generally are offered by third parties unaffiliated with Intellistocks. You also accept that although Intellistocks makes every effort to ensure that files available for downloading through the site are free of infection or viruses, worms, Trojan horses or other contaminating or destructive code, Intellistocks cannot and does not guarantee or warrant this. You are responsible for your own protection in this regard, implementing sufficient procedures and checkpoints to satisfy your particular requirements for accuracy of data input and output, and for maintaining a means external to the site for the reconstruction of any lost data. Intellistocks offers a search feature within the site. Intellistocks disclaims any responsibility for the content or availability of information contained in our search index or directory, and/or for the completeness or accuracy of any directory or search result. In connection with your use of the site, you agree not to:

Transmit any message, information, data, text, software or images, or other content(generally “Content”) that is unlawful, harmful, threatening, abusive, harassing, tortious, defamatory, vulgar, obscene, libelous, or otherwise objectionable (including pornography or violence) or that may be damaging to another’s right of privacy or publicity; Impersonate any person or entity or misrepresent your affiliation with another person or entity; Post or transmit any Content that you do not have a right to reproduce, display or transmit under any law or under contractual or fiduciary relationships (such as nondisclosure agreements); Post or transmit any Content containing a virus or corrupted data;  Delete any author attributions, legal notices or proprietary designations or labels that you upload to any communication feature;  Use the site’s communication features so as to adversely affect their availability to others (including flooding continuous posting of repetitive text);  Post or transmit any advertising, promotional materials, junk mail, spam, or chain letters; Break any law;  Upload or transmit any material that infringes any third party’s patent, trademark, trade secret, copyright or other proprietary rights; Delete or modify any Content posted by another person;  Manipulate or otherwise display the site by using framing or similar navigational technology, or;  Register, subscribe, attempt to register, attempt to subscribe, unsubscribe, or attempt to unsubscribe, any party for any Intellistocks product or service if not expressly authorized.

You assume all responsibility and risk for your use of the site and the internet generally. Intellistocks provides the site and related information “as is” and does not make any express or implied warranties, representations or endorsements whatsoever (including without limitation warranties of title or non-infringement, or the implied warranties of merchantability or fitness for a particular purpose) with regard to any information or service provided through the site or on the internet generally, and Intellistocks shall not be liable for any cost or damage arising either directly or indirectly from any such transaction. It is your responsibility alone to evaluate the accuracy, completeness and usefulness of all opinions, advice, services, merchandise and other information provided through the service or on the internet generally. In relation to the internet generally, you accept that it contains unedited material which may be offensive to you. You access such material at your choice and at your risk and accept that Intellistocks has no control over and accepts no responsibility whatsoever for such materials. Messages sent over the Internet and/or by email or other electronic means cannot be guaranteed to be secure as they are subject to possible interception, loss, or alteration. Intellistocks is not responsible for them and will not be liable to you or anyone else for any damages or otherwise in connection with any message sent by you to Intellistocks or any message sent by Intellistocks to you over the Internet or by email or other electronic means. Intellistocks operates channels, pages, and accounts on some social media sites to inform, assist and engage with customers. Intellistocks monitors and records comments and posts made on these channels about Intellistocks to improve its services.  Intellistocks is not responsible for any information posted on those sites other than information Intellistocks has itself posted. Intellistocks does not endorse the social media sites themselves, or any information posted on them by third parties or other users. Intellistocks frequently updates and monitors its social media accounts and welcomes feedback and ideas submitted via these channels.  However, Intellistocks is notable to reply individually to all messages received via these channels and cannot guarantee to read all messages sent to official first direct social media accounts.

Where the site requires you to use a password, you must not record it in any form accessible to others or give that password to anyone else.  You are particularly warned that fraudsters may attempt to obtain your password over the telephone (‘phishing’), or by email inviting you to a website that resembles the Intellistocks site.  It is your responsibility to ensure that you do not do so.  If invited to call Intellistocks by a caller, use a different telephone to the one you have been called on.

You shall be responsible for obtaining and maintaining all telephone, computer hardware and other equipment needed for access to and use of the site and all charges related to it.

The site may provide, or third parties may provide, links to non-Intellistocks internet World Wide Web sites or resources.  You accept that Intellistocks has no control over such sites and resources and agree that Intellistocks is not responsible for the availability of such external sites or resources and does not endorse and is not responsible or liable for any content, advertising, products, or other materials on or available from such external sites or resources. You acknowledge and agree that Intellistocks shall not be responsible or liable, directly, or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any such content, goods, or services available on or through any such external site or resource.

Recognizing the global nature of the internet, you agree to comply with all local rules in every jurisdiction including, without limitation, rules about the internet, data, e-mail, or privacy. In particular, you agree to comply with all applicable laws regarding the transmission of technical data exported from the country in which you reside.

Your participation, correspondence, or business dealings with any third party found on or through the site, regarding any terms, conditions, warranties, or representations associated with such dealings (including without limitation payment and delivery of services, are solely between you and such third party. You agree that Intellistocks shall not be responsible or liable for any loss or damage of any sort incurred as the result of such dealings.

Products or services on the site do not constitute an offer or recommendation of any products or services. The information provided on the site is not intended for distribution to, or use by, any person in any jurisdiction where such distribution or use would be contrary to law or regulation. If you choose to rely in any way whatsoever on any Content, you do so at your own risk. Before you make any decision or take any action that might affect you or your personal finances or business, you should consider consulting a suitably qualified professional adviser(s) to obtain appropriate legal, accounting, tax, and other advice.

You agree to indemnify, defend and hold harmless Intellistocks, its officers, directors, employees, agents, licensors, suppliers and any third party information providers to the site from and against all losses, expenses, damages and costs, including legal fees, resulting from any breach of this Agreement (including negligent or wrongful conduct) by you or your use and access of the site. Intellistocks may release current or past member or web site user information if Intellistocks believes that a member’s account is being used to commit unlawful acts, if the information is required to be released by law, and/or if Intellistocks deems it necessary and/or appropriate.

Domestic and international copyright and trademark laws protect the entire contents of the site. The owners of the intellectual property, copyrights and trademarks are Intellistocks, its affiliates or other third-party licensors. In general you may not modify, copy, reproduce, republish, upload, post, transmit, or distribute, in any manner, the material on the site, including text, graphics, code and/or software, but you may print and download portions of material from the different areas of the site solely for your own non-commercial use provided that you agree not to change or delete any copyright or proprietary notices from the materials. You hereby grant to Intellistocks a royalty-free, worldwide, perpetual non-exclusive, license, with the right to sub-license, to reproduce, distribute, transmit, create derivative works of, publicly display and publicly perform any materials and other information (including, without limitation, ideas contained therein for new or improved products and services) you may submit to any public areas of the site (such as bulletin boards, forums and newsgroups) or by e-mail to Intellistocks by all means and in any media now known or hereafter developed. You also grant Intellistocks the right to use your name in connection with the submitted materials and other information as well as in connection with all advertising, marketing and promotional material related thereto. You agree that you shall have no recourse against Intellistocks for any alleged or actual infringement or misappropriation of any proprietary right in your communications to Intellistocks.  

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Intellistocks), or any non-investment related content, made reference to directly or indirectly in this piece will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Investment performance results published herein do not reflect the deduction of a fee, expenses and taxes, the incurrence of which would have the effect of decreasing historical performance results.

Historical recommendations, Indicators, Risk Models, and Strategy results are not a guarantee of future results.  Using any graph, chart, formula, or other device to assist in deciding which securities to trade or when to trade them presents many difficulties and their effectiveness has significant limitations, including that prior patterns may not repeat themselves continuously or on any particular occasion.  In addition, market participants using such devices can impact the market in a way that changes the effectiveness of such an approach. Some of the past performance mentioned on our websites, promotional material may be based on hypothetical performance are back tested and do not represent the performance of any account managed by Intellistocks, but were achieved by means of the retroactive application of each of the previously referenced models, certain aspects of which may have been designed with the benefit of hindsight. The hypothetical back tested performance does not represent the results of actual trading using client assets nor decision-making during the period and does not and is not intended to indicate the past performance or future performance of any account or investment strategy managed by Intellistocks. The performance of any account or investment strategy managed by Intellistocks will differ from the hypothetical back tested performance results for each factor for a number of reasons, including without limitation the following: Although Intellistocks may consider from time to time one or more of the factors noted herein in managing any account, it may not consider all or any of such factors. Intellistocks may (and will) from time to time consider factors in addition to those noted herein in managing any account. We may rebalance an account more frequently or less frequently than quarterly and at times other than presented herein. The hypothetical back tested performance results assume full investment, whereas an account managed by Intellistocks may have a positive cash position upon rebalance. Simulated returns may be dependent on the market and economic conditions that existed during the period. Future market or economic conditions can adversely affect the returns. 

The name Intellistocks and/or any other names belonging to Intellistocks, or its web sites, seminars, conferences, events, trade shows, publications, products, content or services referenced herein or on the site are the exclusive trademarks or service marks of Intellistocks, including the “look” and “feel” of the site, colour combinations, layout, andall other graphical elements. Any use of Intellistocks trademarks is strictly prohibited without the express permission from Intellistocks. Other product and company names mentioned in the site may be the trademarks of their respective owners.

Intellistocks will not be liable for: (a) any incidental, consequential, or indirect damages (including, but not limited to, damages for loss of profits, business interruption, loss of programs or information, and the like) arising out of the use of or inability to use the service, or any information, or transactions provided on the service, or downloaded from the service, or any delay of such information or service, even if Intellistocks or its authorized representatives have been informed of the possibility of such damages. (b) any claim attributable to errors, omissions, or other inaccuracies in the service and/or materials or information downloaded through the service. Because some countries do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you. In such countries, Intellistocks liability is limited to the greatest extent permitted by law.

Intellistocks is neither a law firm nor a certified public accounting firm and no portion of our website, our newsletter content, or any other correspondence from us should be construed as legal or accounting advice. 

Any cause of action or claim you may have with respect to the site must be commenced within one (1) year after the claim or cause of action arises, or else such claim or cause of action is time-barred.  If Intellistocks does not insist upon or enforce strict performance of any provision of this agreement, this shall not be construed as a waiver of any provision or right.  Neither the course of conduct between the parties nor trade practice shall act to modify any provision of this agreement. The information contained on this website does not constitute an offer to, or solicitation of, any potential clients for the provision by Intellistocks (and or its subsidiaries) of investment management or any other related services.

Intellistocks does not raise/collect money from the clients and only onboards them under the custodianship of Interactive Brokers for Global & Kotak for India. Intellistocks does not solicit clients from the US, European Union, European Economic Area, and in all the geographies where it is not regulated. This website is not, and should not be construed as, an offer, invitation, or solicitation to buy or sell any of the products and services mentioned herein to individuals residents listed in the above geographies.

Intellistocks has a number of portfolio buckets that are spread out over different international markets and places. It is very likely that one portfolio’s performance will differ from another, for example, a portfolio that only invests in the stock markets of United States or a specific market will perform differently than the Intelli s portfolio; therefore, this performance should not be seen as a benchmark or guide for all other portfolio buckets. It is also highly probable that the performance of an individual investor’s portfolio may have differed from the returns reported here. Although we made every effort to mirror the performance of the Model Portfolio throughout time, it is likely that an actual investor’s portfolio would have performed better or worse because a variety of factors, such as portfolio size, time of entrance, risk tolerance, etc., have a key influence. HISTORICAL PERFORMANCE SHOULD NOT BE USED AS A PREDICTOR OF FUTURE RESULTS. Consequently, no existing or prospective client should assume that any investment, investment strategy, or product mentioned directly or indirectly in this offering, on our website, or indirectly via a link to a non-affiliated third-party website would be profitable in the future.

No Offer, Solicitation or Advice is made on any page of this website. All information and content contained on this website is provided solely for general information and reference purposes. Each of Intellistocks and/or any/all its subsidiaries, associated and/or related companies make no statement, representation, warranty or guarantee as to the accuracy, reliability or timeliness of the information and content contained on this website.

Intellistocks accepts no responsibility or liability for any direct or indirect loss or damage (whether in tort, contractor otherwise) which may be suffered or occasioned by any person howsoever arising due to any inaccuracy, omission, misrepresentation or error in respect of any information and content provided by this website (including any third-party websites accessed by hyperlinks through this website.)

No material listed on this website is or should be construed as professional advice of any sort. Intellistocks may assign its rights and duties under this agreement to any party at any time without notice. Any rights not expressly granted herein are reserved. Some of the information on this website may contain projections or other forward-looking statements regarding future events or the future financial performance of Intellistocks. These statements are no more than predictions: actual events or results may differ materially. This Agreement is governed by and construed by the laws of the Republic of India. Further, it is irrevocably and unconditionally agreed that the courts of Delhi, India shall have exclusive jurisdiction to entertain any proceedings about any disputes arising out of the same.

Copyright © 2007-2023 Intellistocks Investment Advisory LLC

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