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.
A wealth customer needs to have a Rs. 1 crore relationship with us across family members within 12 months from signing up.
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
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
* Through referral arrangement
Please check our Global Investment proposition through https://www.icicidirect.com/global-investment-services link and follow the account opening process.
