A Wealth Partnership
Shaped Around You
A measured, insight-led approach to long-term financial stewardship
Private Wealth Management is a home-grown franchise to cater to the growing segment of HNI and UHNI clients in India. Over the years, we have built experienced relationship teams across major Indian cities. Today, we are one of the prominent Private wealth management firms in the country.
Receive in-depth insight from ICICI Direct on asset allocation, market dynamics, wealth management and investment strategies to pursue your wealth management goals. Benefit from our wide network, resources and execution capabilities to help you identify the right investment opportunity to reach your objectives.
Why Join Private Wealth Management
- Dedicated Relationship Manager, supported by a Senior Service Manager
- Access to a dedicated Equity Dealer
- Experience our award winning digital platform with innovative features and products
- Access to our award winning equity research
- One of India’s top wealth managers, catering to large HNI and Private Wealth Customers
- Trusted by top HNI Families with the safety of ICICI Group
- Equity broking account with unique benefits like quick credit of funds on selling stocks, Margin Funding at low interest rates to buy stocks, along with attractive brokerage plans among other features
- Overseas trading and offshore products
- Exclusive investment solutions including ETF baskets, Fixed Income, AIF, One Click Premium Portfolio and many more
- Research backed and carefully curated One Click Investment Basket that help you power your investments
- Consolidated Portfolio Analysis – one view of portfolio across brokers at a family level
The Wealth Architects
At the core of our growth is our commitment to providing unbiased, timely, research-based advice, while continuously innovating to meet our clients’ evolving needs. Our endeavour is to guide you in managing your wealth effectively and help you build a lasting legacy. Backed by strong financial parentage, and powered by a robust and dedicated team, we go the extra mile to support your financial journey with insight and integrity.
Our bouquet of financial services, designed to create and deliver value to the complete spectrum of our clients’ requirements, spanning Equity Brokerage, Financial Product Distribution, Investment Banking, and Private Wealth Management.
| Investment Needs | Business Needs |
|---|---|
| Equity solutions – India & Global | Equity Capital |
| Fixed income solutions | Debt Syndication |
| Alternate investment solutions | Mergers & Acquisitions |
| Offshore investments | Asset Monetization |
| Protection Solutions |