Our Business

Private Wealth Management

Wealth Management :

ICICI Securities Private Wealth Management is committed to providing unbiased and timely advice across financial, business and associated needs of our clients. Our advisors are always willing to go the extra mile to understand client needs. And we can offer bespoke solutions catering to client requirement with the help of our seamless execution platform and access to leading industry experts.

Our endeavour is not just to help our clients manage wealth efficiently but to build a legacy that would last for generations to come, thereby making us a trusted partner to our clients.

We curate bespoke solutions across a wide variety of services.

Family office

ICICI Securities Family Office Service is a proposition created for the most exclusive segment of ICICI Securities Private Wealth Management (I-Sec PWM) clientele. The Family Office Service, with its tailor-made solutions, promises to deliver a unique and enriching experience through a service line. It extends from end-to-end portfolio management and aggregated portfolio reporting, to value-added professional services including estate planning and corporate finance. With a unique 3-to-1 level of engagement, every client is catered to by a senior Private Banker, Family Office Investment Manager and a dedicated Service Executive, along with the active oversight of the senior management on a regular basis.

Family office value proposition
Strong Product and Service Platform

    • Filtered product suite with varied degrees of complexity offered through a completely open architecture platform
    • Preferred partner status with most product manufacturers having access to exclusive investment ideas across asset classes - domestic and offshore
    • Rich experience in Corporate Finance and Transaction Advisory Structured Investment Process
    • Leverage on investment views backed by a dedicated team of research personnel cutting across asset classes
    • Structured model portfolio-based investment process with overlay of tactical calls on a strategic asset allocation plan
    • Customised investment solutions designed to suit the clients needs with aggregated reporting to provide single-window MIS of investments

Multi-layered Client Engagement: Unique multi-level engagement with client along with a senior Private Banker and a dedicated Service Executive, direct access to Family Office Investment Manager and Product Specialists for all investment related issues.
Client relationships actively monitored and patronised by the senior management of Wealth Practices.

Investment Management Process:
The investment management process involves detailed profiling and defining an investment mandate basis thorough appraisal of clients risk appetite, cash flow requirements, investment horizon and financial planning.

The bottom-up product selection process helps in constructing the portfolio which is then subjected to active monitoring and regular reviews by the Family Office team.

Equity Advisory group:

The Equity Advisory Group (EAG) is your personal advisory service a team of experienced, equity advisors ready to provide you with regular equity ideas based on your risk appetite and time horizon and to assist you in their execution to maximise your returns while keeping you updated on the stock market and the economy always.

Equity investing may be risky and volatile in nature, but it is also proven to be one of the best ways to grow wealth in the long run. With the right insights and right mix of financial assets ETF, quality midcap & largecap stocks EAG can help you reduce volatility, diversify your investments, establish asset allocation with a disciplined approach, and stay on the course long-term.

EAG specialises in providing guidance and support through one-on-one interaction that strengthens your relationship and ensures you are empowered with knowledge on direct equity investment backed by fundamental and technical research. Research that caters to your varied needs viz. Long Term Investment, Trading ideas, and even event specific ideas based on corporate announcements.

EAG serves individuals, partnership firms, HUF, corporate clients, and NRIs (from GCC countries only) from offices in Mumbai, Delhi, Bengaluru, Chennai, Kolkata, Pune, Lucknow, Hyderabad, and Ahmedabad; and has been instrumental in executing large trades via block and bulk deals, for family offices, ultra HNI clients, large corporates, promoters, ESOP investors.

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