WHO WE ARE

Between our demanding work schedules, there are moments when we wish we had the time to pursue a lost hobby or simply spend time watching our kids build a castle on the beach. Helping you afford this luxury of time is not just a belief but a promise at ICICIdirect Premier.

We pride in giving our customers the privilege of experiencing best in class Investment Services through our expertise in crafting customised investment plans. With the help of an experienced & dedicated Wealth Manager you could chart your Financial Goals along with periodic reviews. While you make the best of your time, we ensure that you enjoy the moment without a worry.

Because Luxury of time, is something you truly deserve!

OUR PHILOSOPHY

Our philosophy of trusted investment advice forms the foundation of our commitment of delivering the Luxury of Time to all our Customers. So, while you enjoy every small moments of your life, our team would work towards making your money achieve your investment goals.

We understand that your investment goals are unique, and hence, the solutions that we offer also crafted as per your financial goals.

UBER – our comprehensive and systematic approach helps formulate an investment plan in accordance with your investment goals. The plan guides all future investment decisions and facilitates a constant portfolio review through a defined engagement framework with our investment team.

The UBER Approach gathers every minute detail, so that this plan can be truly called, YOURS.

(A) The UBER Approach starts with, Understanding You & Your Needs:

  • About You
  • Your Needs
  • Your Circumstances
  • Specific Requirements

(B) Once your Profile has been comprehended, the next step in UBER Approach is to build YOUR Investment Plan

  • Investment Approach
  • Investment Objective
  • Asset Allocation

(C) With the ground work done, the next step in UBER Approach is; Execution

  • Portfolio Design
  • Execution Support
  • Implement Plan

(D) Having set the ball rolling, we come to the most important step of UBER Approach i.e. Periodic Review & Rebalance

  • Review Progress
  • Disciplined Rebalancing

TEAM-BASED RELATIONSHIP MANAGEMENT - THE INVESTMENT SOLUTION OF TODAY

Today’s dynamic investment market calls for a specialist approach to maximise every opportunity.

The "Team-based Relationship Management" offered by ICICIdirect Premier, helps you maximise opportunities across different market segments. Our team of experts across Research, Equity, Investment Strategy, Real Estate, Alternative Investments evaluate every opportunity to ensure that your savings are invested in suitable products.