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...
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.
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.
ICICI Research has an experienced research team covering over 200 companies providing
ICICI Securities provides a Dedicated Web Portal for Wealth Partners offering an integrated interface for a seamless operational experience
|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|
|Paramaters||Independent Financial Associate (IFA)||Investment Associate (IA)||Referral Partner|
|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|
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