I-Sec launches ETF Intelligent Portfolios – A unique auto-balancing investment option


Chennai, January 1st, 2019 – ICICI Securities, India’s leading financial services firm, today launched “ETF- Intelligent Portfolios (EIP)”, a unique investment product that invests in a multi-asset basket of low cost Exchange Traded Funds based on client’s risk profile. The investments in this portfolio are monitored daily and the allocations are adjusted based on market conditions so that the investor remains within his or her risk tolerance limit at all points of time.

There is a rising interest about ETFs in India as they are known for their returns, simplicity, low cost, and efficiency the world over. Because of their objective to track the broad market indices, they almost ensure that the returns are no less than what the markets have to offer. This has prompted us to offer this world class product — ETF Intelligent Portfolios—which is an important addition to our bouquet of fee-based digital advisory services. Because of the universal appeal of such investment strategy, we are confident that EIP will appeal to both the new and the sophisticated investors for meeting their long-term core investing needs,” said Abhishake Mathur, Head Investment Advisory Services, ICICI Securities Ltd.

EIP service is based on well-founded investing rules of diversification, regular investing, low cost and rebalancing to a target asset allocation. It offers investment in a group of four ETFs with exposure to Nifty 50, Nifty Mid-Cap, G Sec and Gold, and each basket is customization by the investor based on his/her risk profile and market expectations, for which the investor fills a simple online profiler. Once the target allocation is chosen, the ICICI Securities Advisory team monitors the portfolio daily for any deviation and based on the market movement, rebalances to the original target. Investments can be done through SIPs or lump sum with amounts as low as Rs 1,000. Besides offering the flexibility to change target allocation, EIP also comes with no brokerage on transaction.

Non I-Sec customers can invest in EIP by opening an account with us digitally or by contacting us, while the existing customers can logon to  www.icicidirect.com  and find the EIP option under the Research & Advisory tab.

About ICICI Securities

ICICI Securities Limited (I-Sec) is a subsidiary of ICICI Bank Ltd. The company began its operation in May 1995 and continues to grow its operation through expanding its client base and providing different type of services.

I-Sec operates www.icicidirect.com, India’s leading virtual financial supermarket, meeting the three need sets of its clients- investments, protection, and borrowing. Through its three lines of businesses — broking, distribution of financial products, and investment banking– I-Sec serves customers ranging from the retail and institutional investors to corporates to high net-worth individuals to government.

I-Sec is listed on National Stock Exchange (NSE) and the Bombay Stock Exchange (BSE). For details, visit: www.icicisecurities.com


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