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ICICI Securities Ltd – Portfolio Management Services (PMS)

ICICI Securities is a member of ICICI Group of companies which has a 67 year old rich history in Indian Financial Markets. ICICI Securities has over 80 lakhs clients with assets under management over INR 6.2 trillion.

AUM (₹ Cr)

3210.73

Clients

1346

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

ICICI Securities Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Ace Equity Portfolio Multi Cap & Flexi Cap -0.60% 17.58% — Dec 2020
Sterling Aggressive Portfolio Multi Cap & Flexi Cap 11.52% 20.61% — Nov 2022

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Amit Gupta

Fund Manager

Mr.Amit Gupta Over 2 decades of experience in Financial markets with Research expertise in Equity, Currency and Commodities. Won the India’s Best Analyst Award in the year 2012 and 2014 from the erstwhile President of India Was on the advisory panel of NSE for the launch of new Derivatives products.Have attended seminars as spokesperson across India and abroad for the comprehensive coverage on Equity markets.Handled the FIIs desk in Hongkong for ICICI Securities. Gives his opinion on Equity markets on prime channels like CNBC, ET Now, etc Gold medalist in Mechanical Engineering from Bangalore university and MBA (Finance) from IBS Hyderabad

Mr Mayur Agarwal

Fund Manager

Over 13 years experience with 11+ Years in private wealth management. BCA from BIT Mesra and MBA (Finance) from IBS Hyderabad. Holds FRM Charter ( GARP). CFA (US) level 3 candidate.

Mr Vimal Bhandari

Principal Officer & Fund Manager

15 years+ experience in Indian financial markets with expertise in trading equities, both index and individual stocks . Strong understanding of both domestic and global macros affecting various asset classes ranging from equities, rates and currencies. Attended seminars and short courses to gain equities domain knowledge in London, Hong Kong and Singapore. MBA (finance) from IIM Calcutta, batch of 2009

Mr Vivek Jain

Fund Manager

Vivek possesses 17 years of experience and currently leads the multi-asset portfolio management services at ICICI securities. With a strong commitment to helping clients achieve better investment outcome, Vivek provides investment counsel by leveraging his extensive background in research, analysis, and advisory services. His unique perspective as an allocator allows him to craft informed investment policies and serves as a Fund Manager for discretionary and tailor-made multi-manager investment solutions. Prior to joining ICICI Securities Private Wealth Division, Vivek gained valuable experience at renowned financial institutions including Franklin Templeton, CLSA, and Bank of America. He is a CFA and MS (Finance) from ICFAI, further solidifying his expertise in the field of finance and investment management.

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Regulatory Information

SEBI Registration: INP000004060

Registered Office: ICICI Venture House, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025, India

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)