www.icicidirect.com
Open in
urlscan Pro
2001:df0:2fd:1::30
Public Scan
Submitted URL: https://idirect.site/293ee0
Effective URL: https://www.icicidirect.com/research-premium-portfolio?&ref=xsell_s1_wth_ppres_nwdc2_t_na_4_email
Submission: On September 07 via api from IN — Scanned from DE
Effective URL: https://www.icicidirect.com/research-premium-portfolio?&ref=xsell_s1_wth_ppres_nwdc2_t_na_4_email
Submission: On September 07 via api from IN — Scanned from DE
Form analysis
0 forms found in the DOMText Content
SUBSCRIBE TO A PREMIUM PORTFOLIO AND INVEST IN A WINNING IDEA ICICIdirect Premium Portfolios have delivered up to 27.50%* outperformance against benchmark Subscribe Now * Sample Portfolios * How to Subscribe * Why should you Subscribe * Customer Speak * FAQs SAMPLE PORTFOLIOS LEADERS OF TOMORROW By ICICIdirect Research SMALL CAP CAGR Comparison NSE 500 Index 21.05%* Leaders of Tomorrow 48.55%* Outperformance: 27.50%* View Portfolio Details Invest in handpicked small cap stocks that potentially could become the winners of tomorrow. CAPITAL COMPOUNDERS By ICICIdirect Research MULTI CAP CAGR Comparison NSE 500 Index 17.71%* Capital Compounders 27.01%* Outperformance: 9.30%* View Portfolio Details A large & mid cap portfolio investing across diversified sectors consisting of quality business with track record of showcasing consistent performance. ALL WEATHER MULTICAP By ICICIdirect Research MULTI CAP CAGR Comparison NSE 500 Index 21.05%* All Weather Multicap 24.56%* Outperformance: 3.51%* View Portfolio Details Invest in a true-to-label multicap portfolio with exposure across market segments, as winners keep changing across market cycles. *Source: Bloomberg & ICICIdirect Research As on date – 29th April ’22 For portfolios with less than 1-year history, returns are Absolute HOW TO SUBSCRIBE? SUBSCRIBE Click on ‘Subscribe Now’ button and login to your ICICIdirect account VISIT OUR COLLECTION OF PORTFOLIOS Click on ICICIdirect Premium Portfolios tab SELECT A PORTFOLIO Explore portfolios by ICICIdirect Research and select a portfolio you wish to invest in INVEST! Click on ‘Subscribe’ button and complete the investment Subscribe Now WHY SHOULD YOU SUBSCRIBE? * CURATED PORTFOLIOS OF UP TO 25 STOCKS * INVEST, TRACK & REBALANCE YOUR PORTFOLIO IN FEW CLICKS * DESIGNED BY AWARD WINNING ICICIDIRECT RESEARCH * SEAMLESS EXECUTION THROUGH ICICIDIRECT * REGULAR INTERACTION WITH RESEARCH ANALYSTS CUSTOMER SPEAK RACHITA MAHESHWARI, CLIENT FOR LAST 5 YEARS. I am glad that ICICI Securities has been continuously innovating itself and preparing for new age investors. I have been a subscriber to small case but was extremely satisfied to see various portfolio baskets, strategies at ICICI Direct which now has a large bouquet to choose from. I am a subscriber of Momentum portfolio for over a couple of quarters & indeed very happy. The execution is easy for individual like us, keep up the work Isec! SUNIL SHARMA, CLIENT FOR LAST 15 YEARS. “We are ICICI Securities' Client for last 15 years ... The Premium Portfolio is an excellent product proposition which we subscribed when launched, has given us more than expected profits. Why I subscribed - the quality research based model. The same is now available with different themes and different strategies . I did recommend Premium Portfolio model to my friends and contacts..” DR. SUNIL CHHAYA, CLIENT FOR LAST 18 YEARS. My journey with icicidirect has been fruitful ..I am always satisfied with their offerings. The latest service of premium portfolios is really a very helpful initiative.. it helps to choose and then guide through your investment journey.. also , various different types are available according to investor's inclination and objectives. I would highly recommend.. bridges the gap between a very diversified mutual fund which dilutes the earnings, is little costlier on one hand and individual stock selection which may cause concern due to lack of research for an individual investor. * 1 FREQUENTLY ASKED QUESTIONS From where can I invest in Premium Portfolios? Premium Portfolio is available on our website, just login to www.icicidirect.com. The entire journey of portfolio subscription, investment, portfolio rebalancing, withdrawal is possible on the same platform. What is portfolio subscription? In order to invest in any of the portfolio, you will need to subscribe to the portfolio first. You can avail the benefits of any individual portfolio by paying a subscription fee. Subscribing to a portfolio gives you following benefits: a. View the portfolio strategy & composition b. Make initial investment in the portfolio c. Access to Research View of each stock in the portfolio d. Make additional investments e. Track performance of portfolio – overall gain & XIRR % f. Periodic updates & commentary on portfolio g. Execute portfolio rebalancing in few clicks Each portfolio subscription is valid for a defined period e.g. 91 days (quarter). Subscription fee for the first instalment is debited upfront, while the renewal fees will be charged at the end of the validity. Am I eligible to subscribe to Premium Portfolio? Any investor with 3-in-1 account with ICICIdirect can subscribe to Premium Portfolios. Investors with trading & demat account with ICICIdirect can also subscribe to Premium Portfolios by linking any non ICICI bank account. Presently these portfolios are offered only to resident account holders. Explain the process to subscribe and invest in Premium Portfolio? After logging into the new site, visit ‘Premium Portfolio’ page. a. Select any portfolio of your choice and click on the portfolio tile b. You will see basic details of the portfolio i.e. Market Cap breakup, Sector Allocation, Top 5 Holdings & strategy of the portfolio c. FAQ & Presentation link is accessible from this page. Presentation contains the strategy and mandate of the portfolio d. Check the Subscription Fee Details (fee amount & validity), read and accept the Terms and Conditions, and click on ‘Subscribe’ button e. After clicking on ‘Subscribe’, you will be redirected to auto debit consent page. After accepting for allowing upfront debit of subscription fee and auto debit for subsequent instalments, the initial subscription fee will be blocked under MF Allocation limit. Once the required amount is blocked, your subscription for the portfolio is enabled and you can proceed with initial investment f. Post subscription, you can view the stocks and quantities/weightage of the portfolio. A separate presentation named ‘Research View’ is also uploaded here which details the portfolio strategy as well as the individual stock wise rationale/view by Research Team g. Input the amount that you wish to invest (subject to minimum Rs. 500,000) and click on ‘Invest Now’ h. Basket Order will be created for the initial investment. Upon confirming the order details, orders will be placed in the system and you can view the same from ‘View Trade Book’ page under My Premium Portfolio section Can I subscribe to any portfolio at any time? Each portfolio will be open for subscription for limited time period only, just like a Mutual Fund New Fund Offering (NFO). The exact dates when a particular portfolio will remain open will be communicated periodically through banners on website, mailers. Status of the subscription will also be visible on the respective portfolio tile. How will the portfolio rebalancing work? Once our Research Team decides to initiate portfolio rebalancing, the relevant portfolio changes will be made in the portfolio composition. For all existing subscribers of the portfolio, ‘Initiate Rebalance’ tab will be enabled. Rebalancing basket orders will be created by just clicking on the tab, and orders placed for execution. For new subscribers, they will be able to invest in the new portfolio composition. How will the rebalance intimation sent to me? Once rebalancing is initiated, automated emails will be sent to all active portfolio subscribers informing them about the rebalance. Pop up notification will be displayed on the website when the subscriber logs on the website and clicks on ‘Research’ and ‘Premium Portfolio’ link. DISCLAIMER: ICICI Securities Ltd. ( I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Venture House, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025, India, Tel No : 022 - 6807 7100. I-Sec is a SEBI registered with SEBI as a Research Analyst vide registration no. INH000000990. The non-broking products / services like Mutual Funds, Insurance, FD/ Bonds, loans, PMS, Tax, Elocker, NPS, IPO, Research, Financial Learning, Investment Advisory etc. are not exchange traded products / services and ICICI Securities Ltd. is just acting as a distributor/ referral Agent of such products / services and all disputes with respect to the distribution activity would not have access to Exchange investor redressal or Arbitration mechanism. The contents herein above shall not be considered as an invitation or persuasion to trade or invest. I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon. Premium Portfolio related services are offered under Research Analyst license of I-Sec. Any complaint / dispute pertaining to the same would not be entertained by Stock Exchanges. Investments in securities market are subject to market risks, read all the related documents carefully before investing. *Source: Bloomberg & ICICIdirect Research As on date – 29th April ’22 For portfolios with less than 1-year history, returns are Absolute PREMIUM PORTFOLIOS HAVE CROSSED 6,700 SUBSCRIPTIONS. Subscribe Now × MARGIN RISK DISCLOSURES Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. Before using margin, customers must determine whether this type of trading strategy is right for them given their specific investment objectives, experience, risk tolerance, and financial situation. For more information, please see FINRA’s Investor Alert and Robinhood Financial’s Customer Relationship Summary, Margin Disclosure Statement, and Margin Agreement. These disclosures contain important information on Robinhood Financial’s products and services, conflicts of interests, lending policies, interest charges, and the risks associated with margin investing enabled accounts. The Gold subscription fee is $5 per month and includes the first $1,000 of margin. The margin interest rate charged by Robinhood Financial for amounts borrowed above $1,000 is 2.5% as of December 21, 2020. The rate is subject to change at Robinhood Financial’s discretion.