Our Research and Reports go beyond what’s apparent on the surface to look for deep patterns and trends that help us provide you with sound advice to achieve your financial goals.

Portfolio X-Ray Report

The Portfolio X-Ray Report is a consolidated portfolio analysis based on the client’s Equity and Mutual fund holdings. The report includes:

  • Asset Allocation
  • Top 10 Underlying Holdings
  • Stock Sectors %
  • Investment Style
  • Top 10 holdings and its return Analysis
  • Growth Graph
  • Quarterly Performance Chart
Investment Analyser

Investment Analyzer Report helps you with:

  • Understanding the various elements that affect your portfolio’s asset allocation & performance
  • Outlining how your Assets are distributed and how they compare with ICICIdirect Research views
  • Staying on track and optimize your Portfolio performance
MILES Report

The MILES Report helps our Customers to understand their Equity, Mutual Fund, Bonds & Alternate Investment Holdings, at a comprehensive level.

This report is made exclusively available for Customers who have Mutual Fund AUM of more than INR 25 Lakhs with