Open a global investment account and start investing from among 70+ readymade portfolios
Login to your ICICIdirect 3in1 account
Open your ICICIdirect Global account
Go to your ICICIdirect Global client portal
Go to your Global account portal by clicking on ‘Invest Now’ under the ‘Global Invest’ tab on your ICICIdirect account
Sign up for Interactive Advisors
Sign up for Interactive Advisors by clicking on ‘Open Interactive Advisors Account’ on your client portal
Accept the T&Cs and fund your account
Accept the necessary T&Cs by entering your name and click on ‘Submit’. Fund your Interactive Advisors account and invest in a portfolio of your choice
*Not applicable to all portfolios
#Portfolio are constructed from US based stocks and/or ETFs
On our ICICIdirect Global platform, we offer over 70 curated portfolios as part of our Interactive Advisors offering. These portfolios are managed by Interactive Advisors, some based on data licensed from leading global Registered investment Advisors like State Street Global Advisors, Global X, Wisdom Tree, and Franklin Templeton.
With Interactive Advisors, you have the freedom of choosing from over 70 curated portfolios, some based on data from leading global fund managers with just $100*.
Once you have invested, you have complete convenience as your portfolio is auto-rebalanced.
These are low and fair fee products with no trading commission or any entry/exit fees.
Interactive Advisors’ portfolio based management fee and ISec platform fee are the only charges that the client pays.
Once you have opened an ICICIdirect global account, login to your ICICIdirect account. Click on ‘Invest Now’ on the ‘Global Invest’ tab to go to your Global Account client portal.
On our portal, please click on ‘Open Interactive Advisors Account’ and review and accept the necessary agreements and disclosures by entering your name, and your account is opened! Once you take Interactive Advisors’ risk score questionnaire, you will see a list of portfolios you may invest in and can then select your portfolio(s) of choice.
To invest in any of the portfolios, you need to complete Interactive Advisors’ risk score questionnaire to find the portfolios suitable for you. Once you take the risk questionnaire and obtain your risk score, you will need to fund your Interactive Advisors account by transferring funds from your ICICIdirect Global account to your Interactive Advisors account. Now you are ready to start investing in portfolios you yourself choose!
These are low and fair fee products with no trading commission or any entry/exit fees. Portfolio based management fee and ISec platform fee are the only charges that the client pays.
The final fee for any portfolio is available on each portfolio page under the Interactive Advisors section of your ICICIdirect Global client portal.
To invest in any portfolio, you must take Interactive Advisors’ risk score questionnaire first to determine your risk score (1 to 5, 1 being lowest risk and 5 being highest risk). Based on your risk score and the risk score of the portfolio(s) you wish to invest in, you may then decide to invest in one or more of the portfolio with risk scores equal to or lower than your risk score based on the theme of investing of your choice, e.g. undervalued companies/growth/income generating companies/ESG/Technology/Social justice.
Interactive Advisors also provides you with filter-based search options like “Top performing portfolios”, “Top performing socially responsible portfolios”, “Portfolios with best risk adjusted returns” to ease your next investment into a risk-appropriate portfolio you like!
Most portfolios have a minimum amount of just $100*. The minimum investment required is also available on each portfolio page under the Interactive Advisors section of your ICICIdirect Global client portal.
*Some portfolios have a higher minimum investment amount
ICICI Securities Ltd.( I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Venture House, Appasaheb Marathe Marg, Mumbai - 400025, India, Tel No:- 022 - 2288 2460, 022 - 2288 2470. I-Sec is a Member of National Stock Exchange of India Ltd (Member Code:-07730) and BSE Ltd (Member Code :103) and having SEBI registration no. INZ000183631. SEBI research analyst Registration no.-INH000000990. AMFI Regn. No.: ARN-0845. I-Sec is the distributor of mutual fund. Please note that Mutual Fund Investments are subject to market risks, read the scheme related documents carefully before investing for full understanding and detail. Investment in securities market are subject to market risks, read all the related documents carefully before investing. The contents herein above shall not be considered as an invitation or persuasion to trade or invest. I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon. Premium portfolio are research related offerings. For Global Investment services, I-Sec role here is limited to Introducing broker / referrer and the same if offered in association with Interactive Brokers LLC. With respect to Global Advisory services, I-Sec act as referrer and the same is offered in association with Covestor Limited doing business as Interactive Advisors, which does not compensate I-Sec for these referral services. Clients are responsible for deciding whether they wish to invest in any portfolios offered by Interactive Advisors.
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The non-broking products / services like Mutual Funds, Insurance, FD/ Bonds, loans, PMS, Tax, Elocker, NPS, IPO, Research, Financial Learning etc. are not exchange traded products / services and ICICI Securities Ltd. is just acting as a distributor/ referral Agent of such products / services and all disputes with respect to the distribution activity would not have access to Exchange investor redressal or Arbitration mechanism.