We aim to be a trusted partner to our clients by providing unbiased and timely advice across financial and non-financial needs. The core essence of our approach lies in fulfilling the client’s investment needs.
We leverage our domain expertise across the financial services spectrum. Our Investment Strategy Committee comprises of the most experienced personnel across our organization who are instrumental in defining our market view and guidelines on asset allocation. So, our customers can be assured of quality financial services.
Since we are totally committed to providing our customers with a personalized experience, our endeavour is to ensure that our clients have a range of innovative solutions and unique products to choose from. All our products and services are from the best providers in the industry selected after undergoing our internal due diligence process.
We understand that our customers value comfort of interaction and convenience above all else. Keeping in mind this, we have ensured that our customers are being serviced through a strong bench of experienced and trained Financial Advisors. We also have dedicated Equity Advisors who specialize in providing customers with direct equity solutions. Our offering of online and mobile execution platforms for equities and other products ensures that our customers have a seamless platform for all transactions while our Associate Executives ensure seamless service delivery.
At ICICI Securities Private Wealth Management, we believe in helping you creating a blue print for yourself basis your financial goals and your life stage. You can count on us to provide you with personalized service and solutions that are customized to meet your specific needs. Keeping in mind your need for diversity, convenience and comfort, we provide you with a dedicated Financial Advisor who will assess your financial objectives objectively before assisting you in creating your portfolio as per your instructions. You can be rest assured that you will be spoilt for choice. Like everything else in your life which is unique to your lifestyle, your financial space will also be unique to you.
Our investment advice will guide you in maintaining, generating and protecting your wealth across generations.
Design your investment portfolio with the best in class investment products carefully selected to ensure diversification and the fact that they are specific to your growth needs:
At ICICI Securities Private Wealth Management, your financial decisions will be cushioned with the current and relevant market information for trading and long-term investing, which is provided by an independent research team which specialized in garnering the required inputs. In addition to this, your Relationship Managers will be available to analyse your investment needs from time to time in conjunction with you and create an investment roadmap for you. They will, after your acquiescence execute the investment plan.
A wide range of products across asset classes ensure that the financial solutions provided help meet the investment objectives that you have set for yourself and your family.
Experience investing in equities for trading or long-term investment objective with
Provide access, research and execution capabilities across alternative investments to achieve investment goals.
Your Relationship Manager performs a analysis of your assets and will help you prepare a plan to protect you and your assets against unforeseen circumstances.
Security and Growth – two of your highest priorities will always be on the top of our minds!
* Offered through ICICI Prudential Life Insurance Company Ltd./ICICI Lombard General Insurance Company Ltd.
Structured advice on raising capital from the Capital Market through IPO/ FPO and from the Institutional market through QIB and PE including advice on new accounting regulations (IFRS).
Structured wealth distribution advice to create provisions for legal heirs and other beneficiaries through preparation and execution of Wills, setting up and management of Trusts.
Access to credit specialists whose expert counseling will help you in meeting your investment needs, acquisition needs as well as assist you in raising capital for new opportunities.
Benefit from the association of experts to provide fast and effective solutions