Why Partner With Us

Range of Products
Wide Range of Products
Earn more as a partner with access to over 16 financial products! Multiple products under one roof saves precious time and effort.
Online Advantage
Online Advantage
Discover the advantages of running your business online!
Engagement Activities
Engagement Activities
The more we engage with our Customers and Partners, the more we grow. Discover how.
Start-up
Start-up & Training Support
Training ensures that we deliver the best products and services to our Partners and Customers.

Ways to Partner

As an Investment Associate(IA) of ICICI Securities, you can offer multiple financial products to your clients. You would be required to assist your clients with product information and timely guidance to put their trade through ICICIdirect.com. The portal provides the required client information regarding their investment with ICICI Securities which will help you to cross sell and upsell other financial products as per their requirement.

How is Investment Associate different from IFA and AP:

An Investment Associate (IA) can offer investment products like Fixed Deposits, NPS, Bonds, IPO/FPOs, Home Loans, Loan against property, Financial Education courses etc.

An IA can upgrade him/herself to an IFA to offer Mutual Funds as an additional product for his clients.

AP or Authorised Person has access to all the Equity, Derivatives, Mutual Funds and all the products available with an IA. Upgrading is possible for an IA to AP as well subject to certifications and business parameters.

Who can become an Investment Associate:

IA represents the first level of association with ICICI Securities as a partner. He/She may be a fresher, or from any field, or can be a part timer as well. Prior experience is not mandatory. Applicant should have an interest for capital markets.

He / She should be of 20 years of age and should be have a minimum education qualification of 10+2.

Role of an Investment Associate:

As an Investment Associate you are required to source clients through various offline and online activities. Once the customer account gets opened, you are expected to guide the client by understanding his investment needs and financial goals. Clients will trade on their own after you open their account. You would earn commission on the total revenue generated by all of your clients in different products.

Support from ICICI Securities:

A Relationship Manager from ICICI Securities will be allocated to you who will assist you at every step of your journey.

A training will be conducted at our local office which will cover all the Products, Client application and documentation process, demo of ICICIdirect.com portal, commission details, business promotion strategies.

Business partners are frequently given account opening lead support with assistance of organizing activities and trainings in local areas. Various Marketing Collaterals are provided for on ground and online activities.

An exclusive portal for Business Partners help you to check your business growth and analyze customer data with sales tools, CRM, reports and discussion forums. Partner Mobile app helps you manage your business on the go.

Why choose ICICI Securities:

While selecting a partner in Financial Markets, you should always choose the one with a sound track record of investing, transparency and technological support. ICICI Securities is one of the pioneers of investing in India and has a trust of over 4.7 million clients and 8000 partners.

ICICI Securities Business partner model is a client risk free business model where the customer’s bank and demat account is linked with bank. The pay-in and pay-out of funds and securities happens seamlessly. Unlike certain brokers ICICI Securities does not maintain separate pool account for settlement of securities and funds. This makes it a client default risk free business model. Clients can also login to their account and get all the transaction reports for review.

With over 16 Financial Products on offer for our business partners, ICICI Securities gives you an excellent opportunity to earn more commission from your clients. Moreover multiple products under one roof saves your precious time and effort as a partner.

Earn lucrative commissions on account opening for clients. Avail the benefits of multiple schemes on various products. Get weekly commission credits.

As an Authorised Person(AP) of ICICI Securities, you can offer a wide range of Product and Services to your clients. You would play a pivotal role in assisting your clients with product information, timely guidance, and put their orders through your ICICIdirect portal. The portal will also provide the required client information regarding their investment with ICICI Securities which will help you to cross sell and upsell other financial products as per their requirement.

How is Authorised Person different from IFA and IA:

An Authorised Person(AP) has access to widest range of products and services amongst all the partnership opportunities available with ICICI Securities. Authorised Person can deal in Equity and Derivatives along with Mutual Funds and other investment Products. An IFA can provide Mutual Funds to their customers along with other investment products. IAs can provide other investment products but not Equity, Derivatives and Mutual Funds.

Products available as an AP: Equity, Derivatives, Currency Derivatives, Mutual Funds, Life, Health & General Insurance, IPO/FPOs, FDs. Bonds, Home Loans, Loan against property, Financial Education courses.

Who can become an Authorised Person:

Individuals with Exposure to capital markets as a client or an existing financial product distributor can become Authorised Person with ICICI Securities.

He / She should be of 20 years of age and should be have a minimum education qualification of 10+2. Applicants with existing client base and experience in financial product distribution will be given preference in joining as an Authorised Person.

Role of an Authorised Person:

As an Authorised Person you are required to source clients through meetings, calls and other online and offline lead generation activities. Once the customer account gets opened, you are expected to guide the client by understanding his investment needs and financial goals. You are required to help client place his orders and assist him in choosing the right investment product. You would earn commission on the total revenue generated by all of your clients in different products. For online clients, you can earn revenue even if your clients trade on their own.

Support from ICICI Securities:

A Relationship Manager from ICICI Securities will be allocated to you who will assist you at every step of your journey.

A training will be conducted at our local office which will cover all the Products, Client application and documentation process, demo of ICICIdirect.com portal, commission details, business promotion strategies.

Business partners are frequently given account opening lead support with assistance of organizing activities and trainings in local areas. Various Marketing Collaterals are provided for on ground and online activities.

An exclusive portal for Business Partners help you to check your business growth and analyze customer data with sales tools, CRM, reports and discussion forums. Partner Mobile app helps you manage your business on the go.

Why choose ICICI Securities:

While selecting a partner in Financial Markets, you should always choose the one with a sound track record of investing, transparency and technological support. ICICI Securities is one of the pioneers of investing in India and has a trust of over 4.7 million clients and 8000 partners.

ICICI Securities Business partner model is a client risk free business model where the customer’s bank and demat account is linked with bank. The pay-in and pay-out of funds and securities happens seamlessly. Unlike certain brokers ICICI Securities does not maintain separate pool account for settlement of securities and funds. This makes it a client default risk free business model. Clients can also login to their account and get all the transaction reports for review.

With over 16 Financial Products on offer for our business partners, ICICI Securities gives you an excellent opportunity to earn more commission from your clients. Moreover multiple products under one roof saves your precious time and effort as a partner.

Earn lucrative commissions on account opening for clients. Avail the benefits of multiple schemes on various products. Get weekly commission credits.

As an Independent Financial Associate(IFA) of ICICI Securities, you can offer Mutual Funds along with other financial products to your clients. You would play an important role in assisting your clients with product information, timely guidance, and put their orders through your ICICIdirect portal. The portal will also provide the required client information regarding their investment with ICICI Securities which will help you to cross sell and upsell other financial products as per their requirement.

How is Independent Financial Associate different from IA and AP:

An Independent Financial Associate(IFA) can offer investment products like Mutual Funds, Fixed Deposits, NPS, Bonds, IPO/FPOs, Home Loans, Loan against property, Financial Education courses etc.

An IFA can upgrade him/herself to an AP to offer Equity and Derivatives as an additional product for his clients.

IA or Investment Associate has access investment to products line Bonds, FDs, IPO/FPOs, Insurance but not Equity and MF. Upgrading is possible for an IA to AP as well subject to certifications and business parameters.

Who can become an Independent Financial Associate:

IFA represents the second level of association with ICICI Securities as a partner. IFA may be a client with a relatively short experience in capital markets, he may be from any field, or already a Mutual Fund distributor. Prior experience is preferable. Applicant should have an interest for capital markets.

He / She should be of 20 years of age and should be have a minimum education qualification of 10+2.

Role of an Independent Financial Associate:

As an IFA you are required to source clients through various initiatives. Once the customer account gets opened, you are expected to guide the client by understanding his investment needs and financial goals. Clients will trade on their own after you open their account. You would earn commission on the total revenue generated by all of your clients in different products.

Support from ICICI Securities:

A Relationship Manager from ICICI Securities will be allocated to you who will assist you at every step of your journey.

A training will be conducted at our local office which will cover all the Products, Client application and documentation process, demo of ICICIdirect.com portal, commission details, business promotion strategies.

Business partners are frequently given account opening lead support with assistance of organizing activities and trainings in local areas. Various Marketing Collaterals are provided for on ground and online activities.

An exclusive portal for Business Partners help you to check your business growth and analyze customer data with sales tools, CRM, reports and discussion forums. Partner Mobile app helps you manage your business on the go.

Why choose ICICI Securities:

While selecting a partner in Financial Markets, you should always choose the one with a sound track record of investing, transparency and technological support. ICICI Securities is one of the pioneers of investing in India and has a trust of over 4.7 million clients and 8000 partners.

ICICI Securities Business partner model is a client risk free business model where the customer’s bank and demat account is linked with bank. The pay-in and pay-out of funds and securities happens seamlessly. Unlike certain brokers ICICI Securities does not maintain separate pool account for settlement of securities and funds. This makes it a client default risk free business model. Clients can also login to their account and get all the transaction reports for review.

With over 16 Financial Products on offer for our business partners, ICICI Securities gives you an excellent opportunity to earn more commission from your clients. Moreover multiple products under one roof saves your precious time and effort as a partner.

Earn lucrative commissions on account opening for clients. Avail the benefits of multiple schemes on various products. Get weekly commission credits.

Awards & Accolades

How We Engage With Our Partners

Partner Success Stories