ICICI Securities PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, ICICI Securities Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.2984.73 Cr.
Avg. 1 Year Return 5.66%
Active Clients 1485
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 8 Year

ICICI Securities PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Vijay Chandok (CEO)

Founded In (year)

2017

ICICI Securities Portfolio Management Service Performance or Returns

1 Year

5.66%

Nifty 50 - 1 Year

10.74%

3 Year

18.02%

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

ICICI Securities PMS Charges or Fees

Fixed Fees

1.75% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by ICICI Securities Portfolio Management Services

Check out various strategies or Investment approaches provided by ICICI Securities Portfolio Managers.

Strategy Name Ace Equity Portfolio Sterling Aggressive Portfolio
Start Date 5-Dec-20 11-Nov-22
Category MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP
Benchmark Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks 30 NA
1 Yr. Return 2.21% 9.10%
3 Yr. Return 18.02% NA
5 Yr. Return NA NA
Fund Manager Mr Vimal Bhandari Mr Mayur Agarwal

Top Fund Managers of ICICI Securities PMS

#1

Mr Amit Gupta

#2

Mr Mayur Agarwal

#3

Mr Vimal Bhandari

Check out Business Opportunities with Similar Brands

Investment Facilities provide by ICICI Securities Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.85% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

ICICI Securities Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

ICICI Securities PMS Dashboard Link

Web Platform


ICICI Securities PMS Review or Ratings by Finec.in

Overall Rating

8.19 / 10

Portfolio Performance

8.39 / 10

Support

8.15 / 10

Facilities

8.07 / 10

Charges

7.99 / 10

Experience

8.35 / 10

ICICI Securities Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000004060

Contact Person

Mr. Akash Shah

Telephone No.

022 - 4084 0336

Address

ICICI Venture House, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400025

Starting Date

42850

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ICICI Securities PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with ICICI Securities Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of ICICI Securities PMS

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