loader2
Open ICICI 3-in-1 Account

All About
Private Wealth Management

Open Wealth Account
wealth-management-services
ICICI-Securities-PWM-logo

ICICI Securities Private Wealth Management is a home-grown franchise which was set up in 2010, to cater to the growing segment of HNI and UHNI clients in India. Over the years, we have built experienced relationship teams across major Indian cities. We have over 300 senior private bankers catering to ~35,000 HNI/UHNI families in India. Today, we are one of the prominent Private wealth management firms in the country.

Receive in-depth insight from ICICI Direct on asset allocation, market dynamics, wealth management and investment strategies to pursue your wealth management goals. Benefit from our wide network, resources and execution capabilities to help you identify the right investment opportunity to reach your objectives.

Why Join ICICI Securities Private Wealth Managment

icon
  • Dedicated Relationship Manager, supported by a Senior Service Manager
  • Access to a dedicated Equity Dealer
  • Family office & advisory services
icon
  • Experience our award winning digital platform ICICIdirect.com with innovative features and products
  • Access to our award winning equity research
icon
  • One of India's top wealth managers, with HNI wealth over 1 trillion assets
  • Trusted by over 35,000 HNI families with the safety of ICICI Group
  • Robust risk management framework
icon
  • Equity broking account with unique benefits like credit of funds within 5 minutes of selling stocks, Margin Funding at 9.49% P.A. to buy stocks and attractive brokerage plans among other features
icon
  • Overseas trading and offshore products
  • Exclusive investment solutions including ETF baskets, Direct Mutual Funds, Fixed Income, Curated PMS & AIF, Real Estate, Unlisted Shares and many more
  • One Click Investment Basket carefully curated and research backed that help you power your investments
icon
  • Consolidated Portfolio Analysis – one view of portfolio across brokers at a family level
  • Regular portfolio evaluation & monitoring, performance reporting and gap analysisExperience our award winning digital platform ICICIdirect.com with innovative features and products
Open Wealth Account

A wealth customer needs to have a Rs. 1 crore relationship with us across family members within 12 months from signing up.

The Wealth Architects

At the core of our growth is our commitment to providing unbiased, timely, research-based advice, while continuously innovating to meet our clients’ evolving needs. Our endeavour is to guide you in managing your wealth effectively and help you build a lasting legacy. Backed by strong financial parentage, and powered by a robust and dedicated team, we go the extra mile to support your financial journey with insight and integrity.

Our bouquet of financial services, designed to create and deliver value to the complete spectrum of our clients’ requirements, spanning Equity Brokerage, Financial Product Distribution, Investment Banking, and Private Wealth Management.

Investment needs
Business needs Value Added Services
Equity solutions – India & Global
Equity Capital Protection Solutions
Fixed income solutions
Debt Syndication Mortgages and Loans
Alternate investment solutions
Mergers & Acquisitions Tax Advisory Services*
Offshore investments
Asset Monetization Estate Planning*
Offshore investments
Real Estate*

* Through referral arrangement

We engage with our clients through their
entire journey with wealth

wealth-creation

Wealth Creation

wealth-preservation

Wealth Preservation

wealth-transfer

Wealth Transfer

Help Videos

thumbnail thumbnail

Basics of Options

thumbnail thumbnail

How to invest in mutual funds

thumbnail thumbnail

Basics of Investing

Frequently Asked Questions

What are the benefits of opening a Private Wealth account?

A wealth customer enjoys many benefits - dedicated senior private banker, bespoke investment solutions and portfolio allocation, family office and advisory services, regular portfolio review and recommendation, overseas trading to name a few.

A wealth customer needs to have a Rs. 1 crore relationship with us across family members within 12 months from signing up.

Open a Private Wealth account in just 10 minutes. Just follow the online account opening link:https://secure.icicidirect.com/accountopening/pwm Alternatively, you may write to us on helpdesk@icicidirect.com or give us a call on 1860 123 1122 (from 09:00 AM - 06:00 PM, Mon to Fri)

We have products for our clients’ investment needs, business needs and allied needs. Products basket includes

  • Equity solutions – India & Global
  • Fixed income solutions
  • Alternate investment solutions
  • Offshore investments
  • Protection Solutions
  • Mortgages and Loans
  • Tax Advisory Services*
  • Estate Planning*
  • Real Estate*
  • Equity Capital
  • Debt Syndication
  • Mergers & Acquisitions
  • Asset Monetization

* Through referral arrangement

Please check our Global Investment proposition through https://www.icicidirect.com/global-investment-services link and follow the account opening process.