Icici Asset Management

RIASEC RegisteredEst. 2021
Total AUM
$117B
Discretionary
$117B
100% of AUM
Avg account
$4.1M
Accounts
28,296
Employees
3,585
Advisory reps
14

Firm details

Headquarters
Mumbai Maharashtra,
CRD number
312825
Registered since
December 15, 2021
Custodians
ICICI BANK LIMITED
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.72%
  • Individuals2.07%
  • Corporations / Businesses0.21%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Icici Asset Management is registered as an institutional RIA (SEC registration in 2021) and is owned by a mix of foreign and individual interests. The firm serves both individual/family clients and institutional investors, and it provides portfolio management across private accounts and pooled vehicles. Its reported fee arrangements include asset-based fees and performance-linked fees. Icici lists a range of industry affiliations, including broker-dealer relationships, other investment advisers, commodity trading entities (CPO/CTA), futures commission merchant links, banking or thrift ties, trust and insurance company relationships, pension consulting activity, and roles as sponsor or general partner of pooled vehicles. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 4%, Private Funds 3%, Other 1%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents4%
  • Private Funds3%
  • Other1%

Owners & executives

2 of 2
  • Naveen Kumar Agarwal

    Chief Financial OfficerCRD 7948434

  • Nimesh Shah

    Nimesh Shah

    Managing Director, Chief Executive OfficerCRD 7349298

Contacts

3 of 12
  • Suresh Subramanian

    Head of OperationsCRD 7948437

  • Rajeev Mittal

    Relationship ManagerCRD 6026629

  • Sidharatha Mishra

    CRD 8305469

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 14

Active vs passive

$96.4M in ETFs

Passive

100%

$96.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF (ASHR)DWSPassiveChina Region$51.4M1,402,21053.35%

Location

Primary office

Mumbai Maharashtra, null

Location

Mumbai Maharashtra, null

Headquartered in Mumbai Maharashtra, null.

Address
Icici Prudential Mutual Fund Tower
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth