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 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.