Equity Advised Portfolio Service

• Structured way to build Stock portfolio
• Risk Profile Based recommendation
• Flexibility to execute - Amount and Time
• Choice of Strategy
  • Fundamental Portfolios - are based on strategic themes, backed by fundamental research and linked to your risk profile and are designed by award winning ICICIdirect Research team. In addition we consider thresholds on earnings quality, moat,sector allocation and liquidity parameters to ensure that the portfolio is optimal. Our portfolios are active portfolios and are best suited for long term goals. As an active portfolio, we regularly monitor individual constituents and make changes where required, although our selection process ensures that the churn is kept at a minimum.
  • Factor-based Portfolios - are based on factor indexes developed by MSCI, which is a leading worldwide provider of investment decision support tools, with over USD 11 trillion tracking its 200,000 equity Indexes. These portfolios have been designed after rigorous research to give you exposure to an alternately weighted basket of securities that are normally available only to institutional investors.
• Support on Rebalancing(Online platform for Basket order execution, tracking of portfolio performance, Re-alignment of portfolio etc.)

What does this service cover?

• Standardize Direct Equity Portfolio based on risk profile
• Designed by award winning ICICI Direct research comprising of high quality stock picks (Fundamental Portfolios)
• MSCI Research based Quant picks (Factor Portfolios)
• Well balanced and diversified for long term wealth creation
• Optimal sector/stock selection with suggested allocation thus reducing risk
• Quarterly reviews and updates on performance of Fundamental Portfolios
• Half yearly review on Factor-based Portfolios
• Support on Rebalancing (Online platform for Basket order execution, tracking of portfolio performance, Re-alignment of portfolio etc.)

What is NOT covered?

• Analysis / Evaluation of existing Direct Equity or MF portfolio
• Goal based Financial Planning

Fees

• Sign-up Fee (includes service for Year 1)
• Annual Renewal Fee (Year 2 Onwards)

For more details, please mail us at fps@icicisecurities.com with subject line as 'EAPS-Your 10 Digit ICICIdirect Account Number'.

Choice of Strategy

• Fundamental Portfolios - are based on strategic themes, backed by fundamental research and linked to your risk profile and are designed by award winning ICICIdirect Research team. In addition we consider thresholds on earnings quality, moat,sector allocation and liquidity parameters to ensure that the portfolio is optimal. Our portfolios are active portfolios and are best suited for long term goals. As an active portfolio, we regularly monitor individual constituents and make changes where required, although our selection process ensures that the churn is kept at a minimum.
• Factor-based Portfolios - are based on factor indexes developed by MSCI, which is a leading worldwide provider of investment decision support tools, with over USD 11 trillion tracking its 200,000 equity Indexes. These portfolios have been designed after rigorous research to give you exposure to an alternately weighted basket of securities that are normally available only to institutional investors.

Support on Rebalancing(Online platform for Basket order execution, tracking of portfolio performance, Re-alignment of portfolio etc.)