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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.

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