ICICI PMS is a subsidiary of ICICI Bank, one of India’s largest financial organisations, founded in 1994. It has a vast network of banking institutions in India and a global presence.
The company offers a range of financial services, including banking, insurance, and wealth management, making it a prominent player in the Indian financial sector.
With a strong track record of trust and financial expertise, ICICI Portfolio Management offers a wide range of customised financial solutions.
This article will closely examine how ICICI Prudential PMS performs, its costs, strategies, and the help it provides investors.
| Total AUM | Rs.28814.15 Cr. |
| Avg. 1 Year Return | 4.93% |
| Active Clients | 29108 |
| No. of Strategies | 9 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 31 Years |
ICICI PMS - Company Overview
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Organization Type
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Founded In (year)
Why invest in ICICI PMS?
Here is the list of reasons you should invest in ICICI Portfolio Management Services:
- ICICI Portfolio Management Services (PMS) manages a substantial Total Assets Under Management (AUM) of Rs. 6011.88 crore.
- With 28 years of experience, ICICI has a well-established track record in the investment industry.
- The team comprises highly talented and experienced investment professionals.
- The company conducts extensive in-house research to inform its investment decisions.
- ICICI demonstrates a comprehensive understanding of Indian businesses and industries.
- It has a long-term track record in effectively managing investments.
- Regular portfolio information is provided to ensure transparency for investors.
- The firm serves an active clientele of 5940 investors, reflecting its trusted expertise in the field.
ICICI Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
ICICI Portfolio Management has performed well relative to the Nifty 50 index across different periods. In one year, ICICI returned 4.93%, while the Nifty 50 returned only -4.04%.
Over three years, ICICI returned 20.44%, better than the Nifty 50’s 11.2%. Over five years, ICICI PMS returns were 18.35%, whereas the Nifty 50 returned only 11.6%.
These numbers show that this PMS consistently performed better, which is good news for people looking to make more money with their investments.
ICICI PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
ICICI PMS commission includes fixed and variable costs. First, a fixed fee of 2.5% of the total investment amount (Fund Value).
Then, there’s a yearly fee of 1.50% of your investment. If your assets make a profit of more than 10%, ICICI takes 15% of that profit. And, in the first year, there’s an extra charge of 1.00%.
These charges are designed to ensure that this PMS benefits when your investments do well, encouraging it to work hard to deliver good results for you.
Best Strategies by ICICI Portfolio Management Services
Check out the various strategies and investment approaches provided by ICICI Portfolio Managers.
| Strategy Name | Value Strategy | Large Cap Strategy | Growth Leaders Strategy | Contra Strategy | PIPE Strategy | ACE Strategy | Quanti-FI Strategy | Emerging Leaders Strategy | SMART Strategy |
| Start Date | 05-Aug-19 | 17-Mar-09 | 31-Mar-07 | 14-Sep-18 | 05-Sep-19 | 01-Dec-10 | 01-Feb-24 | 20-Feb-24 | 01-Feb-24 |
| Category | MULTI CAP & FLEXI CAP | Large Cap | Multi Cap & FLEXI CAP | Multi Cap & FLEXI CAP | SMALL & MID CAP | MULTI CAP & FLEXI CAP | MULTI CAP & FLEXI CAP | Small & Mid Cap | Multi Cap & Flexi Cap |
| Benchmark | S&P BSE 500 TRI | Nifty 50 TRI | S&P BSE 500 TRI | S&P BSE 500 TRI | S&P BSE 500 TRI | S&P BSE 500 TRI | S&P BSE 500 TRI | S&P BSE 500 TRI | S&P BSE 500 TRI |
| AUM (Rs.) | Rs.1096.08 Cr. | Rs.853.13 Cr. | Rs.1582.75 Cr. | Rs.13391.40 Cr. | Rs.7379.77 Cr. | Rs.1335.40 Cr. | Rs.39.27 Cr. | Rs.174.01 Cr. | Rs.104.18 Cr. |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | NA | 45 | 36 |
| 1 Year Return | 10.50% | 3.09% | 1.01% | 4.29% | 5.95% | 1.89% | 2.38% | 10.16% | 5.09% |
| 3 Yr. Return | 24.63% | 19.51% | 16.69% | 19.00% | 22.20% | 19.75% | NA | NA | 21.28% |
| 5 Yr. Return | 21.98% | 15.95% | 14.51% | 17.77% | 22.99% | 15.33% | NA | NA | 19.89% |
| Fund Manager | Mr. Anand Shah | Ms. Geetika Gupta | Ms. Geetika Gupta | Mr. Anand Shah | Mr. Anand Shah | Mr. Chockalingam Narayanan | Mr. Chockalingam Narayanan | Mr. Anand Shah | Mr. Anand Shah |
ICICI’s portfolio manager strategies are among the best in the industry, and we have listed them below.
Value Strategy
The first ICICI Portfolio Manager strategy is the “Value Strategy”, which falls under MULTI CAP & FLEXI CAP investing.
This strategy, initiated on 05-Aug-19, aims to maximise returns by investing across diverse market capitalisations.
The benchmark for this strategy is the S&P BSE 500 TRI index. The strategy has delivered impressive returns, with an Asset Under Management (AUM) of Rs. 1096.08 Crore, which is managed by Mr. Anand Shah.
Over the past year, it achieved a 10.5% return, while the 3-year and 5-year returns stand at 24.63% and 21.98%, respectively.
This strategy is designed to capture value opportunities in the market and has showcased strong performance under Mr. Anand Shah’s stewardship.
Large Cap Strategy
Large Cap Strategy comes within the Large Cap category. Launched on 17-Mar-09, this strategy primarily invests in well-established, large-cap stocks.
The benchmark for this strategy is the Nifty 50 TRI index, reflecting its focus on India’s top 50 companies.
With an Asset Under Management (AUM) of Rs. 853.13 crore and under the guidance of Fund Manager Ms Geetika Gupta, this strategy has delivered consistent returns.
Over the past year, it recorded a 3.09% return, while the 3-year and 5-year returns are 19.51% and 15.95%, respectively.
The Large Cap Strategy emphasises stability and growth through investments in blue-chip companies.
Growth Leaders Strategy
The Strategy falls under the MULTI CAP & FLEXI CAP category. This strategy, which started on 31-Mar-07, provides flexibility in portfolio management by investing across companies with varying market capitalisations.
The S&P BSE 500 TRI index serves as its benchmark. This strategy has consistently performed with a substantial Asset Under Management (AUM) of Rs. 1582.75 crore, led by Fund Manager Ms. Geetika Gupta.
Over the past year, it achieved a return of 1.01%, while the 3-year and 5-year returns stand at 16.69% and 14.51%, respectively.
The Flexicap Strategy focuses on adaptability and has been effectively managed by Ms Geetika Gupta.
Contra Strategy
ICICI Portfolio Management Services offers the Contra Strategy within the MULTI CAP & FLEXI CAP category.
Launched on 14-Sep-18, this strategy provides flexibility in investment by considering companies of different market capitalisations.
The S&P BSE 500 TRI index is the benchmark, reflecting its broad market focus.
This strategy has shown robust performance by boasting an impressive Asset Under Management (AUM) of Rs. 13391.40 crore, which Mr Anand Shah manages.
Over the last three years, it achieved an outstanding return of 19%; over the Past year, it yielded 4.29%.
Mr. Anand Shah oversees the strategy, highlighting adaptability and performance.
PIPE Strategy
The PIPE Strategy started on 05-Sep-19. It falls under the SMALL & MID CAP category and mainly invests in smaller companies.
Its benchmark is the S&P BSE 500 TRI, which tracks a broad range of companies. This strategy has an impressive amount of money to manage, about Rs. 7379.77 crore, led by Mr. Anand Shah.
In the last year, it returned 5.95%; over the previous three years, it did even better, with a return of 22.2%.
Mr Anand Shah oversees this strategy, which focuses on small-cap stocks.
ACE Strategy
ICICI Portfolio Management Services offers the ACE Strategy within the MULTI CAP & FLEXI CAP category.
Launched on 1-Dec-10, this strategy provides flexibility in investment by considering companies of different market capitalisations.
The S&P BSE 500 TRI index is the benchmark, reflecting its broad market focus.
This strategy has shown robust performance by boasting an impressive Asset Under Management (AUM) of Rs. 1335.40 crore, which Mr. Chockalingam Narayanan manages.
Over the last three years, it achieved an outstanding return of 19.75%; over the past year, it yielded 1.89%.
Mr. Chockalingam Narayanan oversees the strategy, highlighting adaptability and performance.
Quanti-FI Strategy
This Strategy comes within the MULTI CAP & FLEXI CAP category. Launched on 1-Feb-24.
The benchmark for this strategy is the S&P BSE 500 TRI index.
With an Asset Under Management (AUM) of Rs. 39.27 crore and under the guidance of Fund Manager Mr. Chockalingam Narayanan, this strategy has delivered consistent returns.
Over the past year, it recorded a 2.38% return.
Emerging Leaders Strategy
This Strategy comes within the Small & Mid Cap category. Launched on 20-Feb-24, this strategy primarily invests in well-established, Small & Mid Cap stocks.
The benchmark for this strategy is the S&P BSE 500 TRI index.
With an Asset Under Management (AUM) of Rs. 174.01 crore and under the guidance of Fund Manager Mr. Anand Shah, this strategy has delivered consistent returns.
Over the past year, it achieved an outstanding return of 10.16%.
SMART Strategy
ICICI Portfolio Management Services offers the SMART Strategy within the MULTI CAP & FLEXI CAP category.
Launched on 1-Feb-24, this strategy provides flexibility in investment by considering companies of different market capitalisations.
The S&P BSE 500 TRI index is the benchmark, reflecting its broad market focus.
This strategy has shown robust performance by boasting an impressive Asset Under Management (AUM) of Rs. 104.18 crore, which Mr. Anand Shah manages.
Over the last three years, it achieved an outstanding return of 21.28%; over the Past year, it yielded 5.09%.
Mr. Chockalingam Narayanan oversees the strategy, highlighting adaptability and performance.
Top Fund Managers of ICICI PMS
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Here are the details of the ICICI PMS fund managers:
Mr. Anand Shah
Mr Anand Shah is the Head of PMS & AIF Investments at ICICI Prudential AMC.
With over 20 years of fund management experience, he has held prominent roles in various financial institutions, including CEO of NJ Asset Management and Deputy CEO at BNP Paribas Asset Management.
He is an award-winning fund manager with a postgraduate diploma in management from IIM Lucknow and a B.E. degree from REC Surat.
Ms. Geetika Gupta
Ms Geetika Gupta brings her in-depth knowledge of the banking, financial, and Business-to-Consumer sectors to ICICI Prudential Asset Management Company.
With over a decade of experience in investment management and research, she’s worked in both sell-side and buy-side equity research.
Before joining ICICI, she served as Vice President of Investments at First Voyager Advisors for six years.
Geetika Gupta holds a postgraduate diploma in management from IIM Ahmedabad and a bachelor of technology degree in chemical engineering from IIT Delhi.
Mr. Chockalingam Narayanan
Mr Chockalingam Narayanan, with over 17 years of experience in Fund Management, Investment Research, and Market Analysis, has made substantial contributions to portfolio growth.
He analyses business fundamentals and provides macroeconomic, financial market, and ESG insights that are crucial to investment strategies.
His career spans roles at prominent organisations such as Baroda BNP Paribas Asset Management India, Deutsche Equities India, and Batlivala & Karani Securities.
Narayanan holds a Post Graduate Diploma in Management from T A Pai Management Institute, Manipal, a Bachelor of Commerce from G.R. Damodaran College of Science, and is a certified Financial Risk Manager (FRM) by the Global Association of Risk Professionals, USA.
Mr. Rohit Karan
Mr Rohit Karan, an Associate Vice President at ICICI Prudential AMC Ltd (IPAMC), brings 12 years of expertise in Indian equities and fixed-income markets.
His role at IPAMC involves investment research, macro analysis, and strategy development for equity-oriented funds.
Rohit, an IIT Kanpur graduate in Electrical Engineering, earned his MBA from IIM Ahmedabad in 2009.
He has extensive experience in quantitative modelling and macroeconomics and is the fund manager for the ICICI Prudential Enhanced Dynamic Equity Fund.
Mr. Suraj Nanda
In May 2016, Mr Suraj Nanda became an Investment Analyst at ICICI Prudential Asset Management Company Ltd, specialising in the Capital Goods and Chemical Sector.
Before joining IPAMC, he worked as an SAP Basis Consultant at IBM India Pvt Ltd. Suraj holds a PGDM in Finance from SP Jain Institute of Management, Mumbai, and a Bachelor’s degree in Electronics from Jadavpur University, West Bengal.
He’s also successfully passed all CFA (US) examination levels.
ICICI Prudential PMS is known for its top-notch investment managers, which is why it is considered one of the best portfolio management services in the country.
ICICI Portfolio Managers SWOT Analysis
Below, we present the SWOT analysis for ICICI Portfolio Management.
Strengths
- ICICI PMS boasts an average one-year return of 41.33%, indicating strong performance.
- They manage a significant total AUM of Rs. 6011.88 crore, reflecting investor trust.
- ICICI offers six distinct investment strategies catering to various investor preferences and financial goals.
- As a renowned and well-established financial industry brand, ICICI inspires investors’ confidence.
- ICICI Prudential PMS provides the flexibility of an early exit, helping investors who may need access to their funds before their initial investment term ends.
Weaknesses
- Investors cannot switch between investment strategies once chosen.
- Customised investment strategies are prohibited; investors must choose from existing options.
- This PMS primarily operates on a discretionary basis; non-discretionary options are not offered.
Opportunities
- Expand educational content to help investors make informed decisions.
- Develop customised robo-advisory services for individualised investment strategies.
- Consider adding international investment opportunities or GDRs to broaden portfolio diversification and access global markets.
Threats
- Beware of potential cybersecurity threats that could compromise sensitive investor data and damage the program’s reputation.
- Be prepared for economic downturns or recessions, which can lead to reduced investor confidence and lower returns on investment.
- Mitigate the risk of client attrition by ensuring that clients remain satisfied with the program’s performance and service quality, preventing a loss of assets under management.
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Investment Facilities provided by ICICI Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
ICICI Portfolio Management features offer several ways for people to invest their money. They allow investors to switch between different investment options.
This means you can change how your money is invested if your financial goals or market conditions change.
However, there is a fee for making these switches, which amounts to 1.50% of the total value of your investment. ICICI is open to Non-Resident Indian (NRI) investors.
As an NRI, you can still take advantage of their investment services, ensuring that a broader range of people can benefit from their expertise.
ICICI Prudential Portfolio Management provides a discretionary investment approach. In this approach, the professionals at ICICI make the investment decisions on your behalf.
This is ideal for investors who prefer to delegate the responsibility of managing their portfolios to experts.
This PMS also allows investors to exit their investments earlier than planned, providing flexibility.
However, if you decide to exit within the first year, a 1% exit fee is applied to the amount you withdraw.
ICICI Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
ICICI Portfolio Management Services offers comprehensive support to its clients, ensuring a smooth and efficient investment experience.
They provide “Call Support,” which investors can contact for investment assistance and guidance.
Additionally, clients benefit from “Dedicated RM Support,” meaning they have a dedicated Relationship Manager to address their needs and concerns.
“Fund Manager Interaction” allows investors to engage with the professionals who manage their portfolios, gaining insights and updates.
Importantly, ICICI PMS is committed to resolving any issues promptly, with an “Issue Resolving TAT” (Turnaround Time) of up to 5 working days.
This ensures clients’ concerns are addressed promptly, enhancing their overall investment experience.
ICICI Prudential PMS Dashboard Link
Web Platform
The ICICI PMS Dashboard Link is a web address that provides access to an online dashboard for investors.
This dashboard is a centralised portal where investors can view and manage their investment portfolios, track their holdings, monitor performance, and access a range of financial reports and information.
It’s made easy to use, so you can stay on top of your investments and manage your money without fuss. It’s like having a clear window into your financial world.
ICICI PMS Login
The ICICI PMS Login link is your entry point to your personal account, granting you secure access to an online platform for managing your investments.
This link lets you log in to your account and view your investment portfolio in full.
This includes tracking your investments’ performance over time, viewing the specific assets or holdings you own, and accessing various financial reports and information.
In practical terms, it’s like having a digital control centre for your investments. It keeps you updated on the status of your financial assets and provides the tools you need to make informed decisions about your investments.
Whether you want to review your portfolio, monitor your investments’ performance, or access critical financial data, the ICICI Prudential PMS Login link enables all of these activities securely and in a user-friendly manner.
ICICI PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
ICICI Prudential Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
How to Invest in ICICI PMS?
Investing in ICICI Portfolio Management Services is straightforward, provided you meet specific eligibility criteria and have the required documents in place:
- Investors must be 18 years or older.
- Both Indian residents and Non-Resident Indians (NRIs) are eligible to invest in this PMS.
- The minimum investment amount is Rs. 50 Lakh, making it suitable for those with a substantial capital base.
Documents Required:
- A signed Portfolio Management Services agreement is necessary to formalise the relationship.
- A Power of Attorney (POA) document allows ICICI to manage your investments on your behalf.
- You’ll need a Demat account to hold and transact in securities.
- PAN card serves as identification for tax purposes.
- A document confirming your residential address, such as a utility bill or an Aadhaar card, is required for verification.
Once these criteria are met, you can begin your investment journey with ICICI Prudential Portfolio Managers by contacting their representatives and completing the necessary paperwork, ensuring regulatory compliance and a smooth investment experience.
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ICICI PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with ICICI Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
ICICI PMS – Conclusion
In summary, ICICI PMS is a strong choice for investors. It offers various ways to invest your money and provides good support.
Its impressive performance, as evidenced by substantial returns, demonstrates its commitment to delivering value to clients.
Accessible to both Indian and NRI investors, ICICI Portfolio Management provides a pathway to manage wealth efficiently.
Investors can start a well-supported investment journey with ICICI Prudential PMS by meeting specific eligibility criteria and furnishing the required documents.
FAQ on ICICI Prudential Portfolio Managers
Here is the list of FAQs for ICICI Prudential Portfolio Management Services.
Which is the Best Strategy for ICICI Prudential PMS?
The best strategy for ICICI Prudential PMS is the large-cap strategy, which delivers decent returns over the long term.
What is the Minimum Investment in ICICI Prudential Portfolio Management?
The minimum investment in ICICI Prudential Portfolio Management is Rs. 50 lakhs.
What is the Return on investment in ICICI Prudential Portfolio Managers?
The average Return on investment clients can get with ICICI Prudential Portfolio Managers is Rs. 50 Lakhs.
Is ICICI Portfolio Management good?
The ICICI Portfolio Management program is promising and excellent for people as it offers assured returns and is an established brand.
What is the fixed commission of ICICI Prudential PMS?
The fixed fee of ICICI Prudential PMS is 2.5% of the fund value.
Is a Demat account mandatory for ICICI Portfolio Managers?
Yes, a Demat account is mandatory for ICICI Portfolio Managers.
What are the Exit Charges of ICICI Portfolio Management?
The exit charges are applicable only in the first year of your ICICI Portfolio Management membership and are equal to 2.5% of the fund value.
Who are the current fund managers of ICICI PMS?
The current fund managers of ICICI PMS are Mr Suraj Nanda, Ms Geetika Gupta, Mr Anand Shah, and Mr Chockalingam Narayanan.
What is the AUM of ICICI Portfolio Management Service?
The total assets under management of ICICI Portfolio Management Services are Rs.6011.88 Cr.
Do ICICI Portfolio Managers Charge Variable Commissions?
Yes, ICICI Portfolio Managers charge a variable commission equal to 15% of the profit generated if the profit exceeds 10%.
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I am interested in taking services of your PMS Kindly contact Jacob
Hi Sir, We will get back to you. Thanks
I am interested in ICICI PMS. Kindly provide the contact details of the representative. I am from Kerala working in Qatar
I am interested in your pms