Our Business

Private Wealth Management

I-Sec's Private Wealth Management (PWM) business is a home-grown franchise, which was set up in 2010, to serve the existing ICICIdirect affluent customers. As India's economic progress continued, many of these customers rode up the ladder of wealth, and our private wealth practice today has morphed into one of the leading wealth management franchise in India.

Over the years, the private wealth business has built a stable and experienced team that comprises of 16 members at senior leadership, more than 300 members that includes relationship, product, advisory, service and Family Office team members.

The Private Wealth business operates through an open architecture model with robust risk and product selection framework. It serves its clients through its enhanced digital platform and has value-added features as per evolving High Networth Individual (HNI) needs.

I-Sec's PWM business is a unique Brand-Platform-RM led business model. The business leverages on its strong brand name and a robust and seamless digital platform to attract customers.

With a comprehensive product offering that caters to client's financial and allied needs, the platform allows the customers to transact across different assets classes and asset managers, review portfolio and extract reports.

The product solutions of PWM, are curated based on the insights gathered through years of serving different investment needs of our clients. These are made available digitally through the ICICIdirect platform. A few such innovative solutions include Comprehensive Portfolio Analysis (CPA) through Consolidated Account Statement (CAS) upload in ICICIdirect, One-click baskets for Mutual Fund portfolio creation etc.

We engage with clients across their entire financial journey of wealth creation, preservation and transfer. Today our offering comprises of investment solutions like Equity, Fixed Income, Offshore and Alternate investments; value added services like protection, mortgages & loans, *tax advisory, *estate planning & *real estate. We also engage with our customers on their business needs like raising equity capital, debt syndication and monetizing asset.

(*through referral arrangement)

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