About Us
ICICI Prudential Portfolio Management Services (PMS)

About ICICI Prudential PMS

ICICI Prudential Portfolio Management Services (PMS) enjoys a rich parentage of two large organisations ICICI Bank Ltd which is India’s largest private sector bank in addition to being one of the most trusted brands in financial services and Prudential Plc UK, an international financial services company, with significant operations in Asia, US and UK.

What does this alliance bring to you?

  • Local Manager with Global Skills:

    The joint venture (ICICI Bank Ltd., India and Prudential Plc. U.K.) brings together ICICI Bank’s local experience in Indian markets and Prudential Plc’s global experience in asset management.

  • A rich and diverse experience of managing financial assets

    ICICI Bank is India's largest private sector bank with total assets of Rs. 6,461.29 billion (US$ 103 billion) at March 31, 2015 and profit after tax Rs. 111.75 billion (US$ 1,788 million) for the year ended March 31, 2015. ICICI Bank offers a wide range of banking products and financial services to corporate and retail customers through a variety of delivery channels and through its specialized subsidiaries in the areas of investment banking, life and non-life insurance, venture capital and asset management. Prudential plc, founded in 1848, is an international financial services group with significant operations in Asia, the US and the UK.

  • One of the largest distribution networks in India with branches spread across the country.

In our quest for delivering risk adjusted returns to our investors, we have continuously evolved over time. Our unique competitive offerings have enabled us to stand out amongst others.

Innovation

"Discovery consists of seeing what everybody has seen, yet thinking what nobody has thought."

At ICICI Prudential Portfolio Management Services, we strongly believe that Innovation is the key to achieve differentiation in an increasingly competitive market environment. Our endeavour is to generate new ideas that can stand the test of time and difficult market conditions, thereby benefiting our esteemed investors. At the same time, we believe that the successful art of investing lies in understanding investor’s requirements. Consequently, we package our portfolios as per investor's specific requirements.

Extensive Research Coverage

As an organization, we have an integrated common equity research team which includes experienced Equity Research Analysts across Investment Team. They have an in-depth access to on the ground internal and external research across sectors which help in gaining detailed understanding of governance structures of corporate entities.

Expertise across the asset classes

At ICICI Prudential Portfolio Management Services, we believe that your investment should be spread across asset classes viz. Equities, Fixed Income, Real Estate, etc. This would help in aiming to reduce the overall risk while at the same time aiming to deliver returns over time and offsetting the negative impact of a downturn in a particular asset class. We have a dedicated team that has expertise in managing investments across asset classes which include Equities and Real Estate. This expertise has enabled us in introducing strong offering of products. Currently, we manage Rs 2591.53 Crs of AUM across Portfolios (data as on November 30, 2014). In the Equity space we manage portfolios across market caps, themes and sectors.

Investor & Distributor Servicing

At ICICI Prudential Portfolio Management Services, we treat our relationship with investors as a prized asset. Our principles are being ethical and transparent in serving our clients. In our never ending pursuit to empower our investors and maintaining transparency, we have service like password protected website that provides investors to get updated on their portfolios on a daily basis. We share periodic updates with the investors such as audited and un-audited financial statements, Portfolio and Market updates, etc.

ICICI Prudential AMC Limited was the first AMC to acquire PMS license in 2000. Since then, we have covered various milestones. We have come out with many path-breaking and first of its kind products in the industry. We offer a basket of products to ensure that we meet the requirements of our investors.

At ICICI Prudential Portfolio Management Services (PMS), we believe that we are managing the trust and aspirations of our investors. We seek to deliver risk adjusted returns to our investors. Hence, we follow a disciplined approach towards investing. The objective of our Investment Decision making process is to identify the most effective investment opportunity.

Our Investment decision making process is disciplined, comprehensive and process driven. It involves evaluating the macro-economic trends and sectoral as well as company specific details. The investment idea is monitored regularly in view of news-flow and events of the company. Over the years, the investment decision making process has been honed to enable us in achieving our objective.

* Past performance may or may not be sustained in the future. Please refer to key risk factors.