Portfolio Management Service (PMS) is a professional service where qualified and experienced portfolio managers backed by a research team manage portfolios on behalf of clients with an aim to deliver consistent and superior returns. It relieves you from all monitoring hassles with benefits like regular reviews, risk management & flexibility, thus makes it an ideal investment avenue for high net worth investors.
Since the stock market is uncertain and volatile at times, investment in PMS will look to diversify the risk and thereby reduce the impact of adverse events on the portfolio.
The portfolio is managed by seasoned professionals who have considerable experience in equity markets. They manage the portfolio adhering to the strategy communicated to the clients.
PMS offers professional management of investments with an aim to deliver superior risk adjusted returns & saves clients from all monitoring hassles with regular reviews & risk management. All this makes it an ideal investment avenue for high net worth investors.
As PMS usually have concentrated stock portfolio, it has better chance to generate superior returns over the underlying index, especially if the portfolio is recalibrated to compensate the market volatility.
Core equity portfolio based on Value to Growth Model. The stocks are chosen based on economic benefits, higher market share, better financial performance and good governance.
Portfolio will Focus on long term capital appreciation by identifying mid and small caps by using Value to Growth Approach.
A Smart beta ETF Strategy which has combination of factors such as quality, Momentum, Low Volatility and Value.
India's first smart beta strategy. It is inclined to give higher risk adjusted returns as the stocks are chosen based on higher alpha and low volatility.
The Investment objective of the scheme is to generate long term capital appreciation by investing in equities based on Momentum and Quality factors using ISEC proprietary model.
The Investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio constructed with MFs and ETFs.
We have Other Investment strategies which are as follows 1) ISEC Conservative Portfolio (2) ISEC STP Portfolio (3) ISEC Balanced Portfolio (4) ISEC Multi Asset Growth Portfolio (5) ISEC Risk Averse Portfolio Consult (6) ISEC Conservative Portfolio Consult (7) ISEC Balanced Portfolio Consult (8) ISEC Multi Asset Growth Portfolio consult (9) ISEC Aggressive Portfolio Consult (10) ISEC Risk Averse Portfolio (11) Sterling Portfolio- Growth Portfolio (12) Sterling Portfolio- Balanced Portfolio (13) Sterling Portfolio- Conservative Portfolio (14) Sterling Portfolio- Risk Averse Portfolio (15) Sterling Consult Portfolio- Growth (16) Sterling Consult Portfolio- Balanced (17) Sterling Consult Portfolio- Conservative (18) Sterling Consult Portfolio- Risk Averse. Kindly go through DD for updated Invested Strategies.
Over 23 years of experience in Indian financial markets - Fixed income, Equities and Currencies & US bonds.
Invited as spokesperson in various seminars in India and abroad on Global and domestic macroeconomics.
Awarded Master Exemplar by ICICI Group for 3 consecutive years 2016, 2017 & 2018 for outstanding contribution.
Have been successfully managing funds in various asset classes for the last couple of decades with strong macro-economic approach.
Regularly gives his opinion on fund flows, macros, various indices on prime channels like CNBC, ET Now, etc.
MBA from IIM Kolkata.
Have 18 years of experience in Financial markets with Research expertise in Equity, Currency and Commodities.
Won the India's Best Analyst Award in the year 2012 and 2014 from the erstwhile President of India.
Was on the advisory panel of NSE for the launch of new Derivatives products.
Have attended seminars as spokesperson across India and abroad for the comprehensive coverage on Equity markets.
Gives his opinion on Equity and Derivatives markets on prime channels like CNBC, ET Now, etc.
A Mechanical Engineer and MBA (Finance) from IBS Hyderabad.
Over 10 year's experience in Quantitative, Smart Beta (Factor), Passive and ESG strategies.
Previously worked with Goldman Sachs Asset Management and MSCI (a leading index provider).
An Electronics and Telecommunications Engineer with an MBA (Finance).
Holds the CFA (US) charter since 2015
Vasant have rich experience of 14 years in Financial markets with Advisory expertise in Direct Equity.
Managed entire GPC clients of ICICI Bank.
Vasant Holds MBA Finance from IMED PUNE.
Over 4 years of experience in Private Wealth Management managing HNI and UHNI clients.
I.T. Engineer and MBA (Finance) from JBIMS.
Over 12 years experience with 10+ years in Private Wealth Management
BCA from BIT Mesra and MBA (Finance) from IBS Hyderabad
Holds FRM Charter (GARP)
CFA (US) level 3 candidate
Vivek possesses 17 years of experience and currently leads the multi-asset portfolio management services at ICICI securities. With a strong commitment to helping clients achieve better investment outcome, Vivek provides investment counsel by leveraging his extensive background in research, analysis, and advisory services. His unique perspective as an allocator allows him to craft informed investment policies and serves as a Fund Manager for discretionary and tailor-made multi-manager investment solutions.
Prior to joining ICICI Securities Private Wealth Division, Vivek gained valuable experience at renowned financial institutions including Franklin Templeton, CLSA, and Bank of America. He is a CFA and MS (Finance) from ICFAI, further solidifying his expertise in the field of finance and investment management.
