Partner Us

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 customers.

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


Wealth Partners

  • 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.


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

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