With our systematic, step – by – step approach and tools, we assess your current financial position, risk appetite and investment objectives to arrive at the optimum investment asset allocation that will help you achieve your financial goals.
Basis your risk profile, financial goals and investment horizon, a suitable asset allocation plans can be created through our model portfolios.
To keep you abreast of the latest developments in the domestic and global markets and help you make informed decisions, we give you exclusive access to research reports from our team of financial experts.
To create an effective investment plan, your Relationship Manager will study your current financial position, existing investment pattern, current life stage and other behavioural and psychographical factors to arrive at your ‘Risk Profile’ – the level of risk that you are comfortable taking in your investments. This profile will form the basis of all investments suggested by us thereafter.
Make right choices with ICICI Bank Mutual Fund Analysis and Performance Rating.
We provide you recommendations on Mutual Fund schemes on the basis of our proprietary ICICI Bank Mutual Fund Analysis and Performance (IMAP) Rating. These IMAP ratings provide a relative ranking of mutual fund schemes as compared to their respective peer group in each scheme category based on certain carefully selected parameters. By using absolute performance-based ratings on a statistical distribution fitting, IMAP ratings give you more detail compared to clustered or quartile-based performance ratings (e.g. IMAP rating of 4.15 versus a **** Star rating).
