Wealth Partners

Investment Financial Associate (IFA) & Investment Associate (IA)

ICICI Securities offers a lucrative business opportunity to entrepreneurs by affiliating as Wealth Partners. Robust IT infrastructure & ICICI Direct portal of ICICI Securities forms the backbone of its alliance with its elite Wealth Partners. Wealth Partners can offer a range of financial products like Equities, Derivatives, IPO, MF, PMS, AIF, Bonds, Fixed Deposits etc.to customers.

In addition, one can also sell asset products like Home Loans, Education Loans, etc. to the customers.

More...

IFA - Investment Financial Associate
IA - Investment Associate
AP - Authorised Person
Referral Partner

Value Proposition

We believe our Wealth Partners are an extension to our ICICI brand. We provide great value to our Premium Partners by empowering them with all the essential services & tools. To add to this, our best-in-Industry cost & revenue structure ensures that our partners run a scalable and successful wealth distribution franchise.

Advantages of partnering with ICICI Securities

20+ financial products on a single platform
Customer centric approach
Digital account opening in 10 minutes
Strong vintage and Legacy of ICICI
Award-winning in-house research team

Sales Enabler

ICICI Securities provides 360-degree support to its Wealth Partners through its large Research Desk, technology enabled tools, continuous Product Training and Professional & Educational Support through Certification.

Research

ICICI Research has an experienced research team covering over 200 companies providing

Trading Recommendations
Investment Recommendations
Detailed Equity Research Reports
Thorough Currency Reports

Tools & Training

ICICI Securities provides a Dedicated Web Portal for Wealth Partners offering an integrated interface for a seamless operational experience

Product Presentations
- Con call with Fund Manager & Product Team
- Joint sales calls with product specialists
Learning Centre – Regular training & webinars on innovative products and services introduced by I-Sec
Marketing Tools - Easy access to relevant marketing materials & brochures
Calculators - Goal based financial planner like Secure your retirement, Give Child a secure future, etc.

Professional & Certification support

Support to ensure professional eligibility - NISM – help in preparation & registration
Help in building professional knowledge & skill upgradation
Certified Financial Planner (CFP) certification
Thorough Currency Reports

Information & Customer Reports

Transaction Charges	Holding & Summary Reports	Statements
Investor Transaction Report	Client Unit Holding Report	Commission Statement
Unmapped Transaction Report	Unit Holdings / Summary Report	TDS Certificates
Client Transaction Details	AUM Detail Report
SIP / STP Status Reports	AMC wise Category wise AUM Report
	Scheme wise Report

Types of Wealth Partners

Paramaters		Independent Financial Associate (IFA)	Investment Associate (IA)	Referral Partner
Certification	AMFI	Yes	No	No
Business Modal		Manage Own Clients	Manage Own Clients	Refer Leads / Meetings
Wealth Partner Empanelment	Digital Empanelment	Available	Available	Available
Client On-boarding	Online & Offline	Available	Available	Available
Client Ownership	N/A	Partner will retain the ownership of the client and will take required support from us	Partner will retain the ownership of the client and will take required support from us	Client ownership is with Private Wealth RM

Start a Conversation with us. Reach out to us on helpdesk@icicidirect.com

Partner Us