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.
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
- 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
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.