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ICICI PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, ICICI Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, ICICI Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

ICICI PMS - Business Summary

Total AUM

Rs.22579.10 Cr.

Avg. 1 Year Return

3.59%

Active Clients

23823

No. of Strategies

7

Minimum Investment

Rs.50 Lakh

Experience

30 Years

Compounded Annual Returns of ICICI Portfolio Management Services

1 Year

3.59%

Nifty 50 - 1 Year

9.02%

3 Year

18.67%

Nifty 50 - 3 Year

27.34%

5 Year

25.06%

Nifty 50 - 5 Year

22.60%

ICICI PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.50% of Fund Value

Variable Profit Sharing

15% (if above 10% Profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Top Fund Managers of ICICI Portfolio Management

#1

Mr. Anand Shah

#2

Ms. Geetika Gupta

#3

Mr Chockalingam Narayanan

#4

Mr Rohit Karan

#5

Mr. Suraj Nanda

#6

Mr Paul S Parampreet

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Investment Solutions offered by ICICI Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.50% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Support provided by ICICI Portfolio Management

Call Support

Available

Email Support

Not Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

ICICI PMS Dashboard or Backoffice Platform

Web Platform


ICICI Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in ICICI PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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ICICI Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000000373

Contact Person

Supriya Sapre

Email ID

NA

Telephone No.

022 2685 2000

Address

2nd Floor, Block B-2, Nirlon Knowledge Park, Off Western Express Highway, Goregaon (East), MUMBAI, MAHARASHTRA, 400063

Starting Date

Feb 15, 2015

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