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Our focus is uniting four different inter-connected worlds.
Banking
Make everyday banking seamless with a one-stop approach
Investments
Optimise your financial assets
Business
Enhance the value of your business
Family
Create a long term wealth plan and inter-generational wealth transfers
Dedicated Relationship Team
Your Relationship Manager is your representative within the ICICI Group who will look after all your requirements
Your Product Specialist will assist you with investment solutions that suit your profile and meet your goals
Your Business Banking Specialist will assist you with solutions that help grow your business
Your Service Manager will ensure operational efficiencies and best-in-class service
In addition, you get access to Product and Research Experts for any specific requirements, like:
- Experts work with you to create comprehensive solutions for your family wealth and legacy
- Treasury, In-house Research and Industry Experts provide you with a global market outlook
- Specialists from our Large Corporates, SMEs and Self Employed Groups cater to businesses of all sizes and scales (subject to country specific offerings)
- Trade Specialists support you with import, export and forex services of all sizes and scales (subject to country specific offerings)
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Our
Approach -
Our Investment
Process -
Product
Selection
Our Approach
Macro level views are formulated with group experts
House views are formulated across various asset classes
Existing investments are reviewed based on the current market outlook & one’s risk profile
Product suitability checks are undertaken to fill gaps, if any
Our Investment Process
Counter-cyclical investment approach, seeking margin of safety
Valuation at the Centre of Investment Strategy
Equal weightage to the fund manager’s skill and aligning the fund style/strategy with the market cycle
Institutional credit overlay
Fund selection based on the sustainability of Alpha, rather than only a historical performance
Focus on timely exits & minimizing concentration risk
Product Selection
Product selection done as per the Product Governance Framework
Preference towards simpler & non complicated products
Stronger counterparties with demonstrated track record
