Overall, the experience was good and I am glad I signed up for it as it helped paint a more realistic picture of the economic condition as a whole and where I stand. The advisors were very helpful and they helped me evaluate my goals and also plan for them more realistically. I am happy with the service

The most important aspect of this analysis is the asset allocation and accounting the future goals. This makes a good financial plan under one view. My advisor explained the details in such a way that all my misses/gaps are fulfilled. I appreciate the efforts of entire team. Thank you so much!

I appreciate the retirement plan made by the advisor. In fact this is the first time I have done this activity. In fact this was a great eye opener for me, as I was under the impression that my FDs will be enough for me to sail through. But your plan has shown me that there is much more to retirement planning than just few FDs.

I had opted for Financial Planning Service for exclusive benefits based on my current and future needs. I had interaction with your advisor, who guided and suggested a very good and appropriate plan. The way of communication, briefing the analyzed plan and clarifying the quires was excellent, which helped to go through the plan and usage of the robo-advisory tool.

Thanks for the discussions conducted on phone by your planner. I am glad the planner took pains to explain all my queries relating to my goals in my retired life and my plans towards the final departure for heavenly abode of my life. I hope your staff will continue this spirit of helping the senior citizen customers of ICICIdirect.com, which will build up strong reputation.

Thanks for the report. I would like to extend my appreciation for the work done by my advisor & relationship manager on behalf of ICICIdirect. The advice given has been very useful to streamline my financial planning. Their detailed analysis and patient explanation has helped me gain significant knowledge.