Welcome to our support center

How can we help you?

What are the features/services offered by the new Mutual Fund Platform?

The new Mutual Fund Platform offers different services/features based on the following four criteria

  • Customers who hold  a portfolio with ICICI Bank
  • Customers who don’t hold a portfolio with ICICI Bank
  • Customers registered for invest@ease
  • Customers not registered for invest@ease
 Customers holding a PortfolioCustomers not holding a Portfolio
Invest@ease RegisteredTake the Risk Profile questionnaireTake the Risk Profile questionnaire
View their ICICI PortfolioCarry out - Purchase, SIP, FIP Transactions
Carry Out- Purchase ,Systematic Investment Plan (SIP) ,Flexible Investment Plan (FIP),Switch, Redeem, Systematic Transfer Plan (STP), Systematic Withdrawal Plan (SWP),Stop SIP, Stop FIP, Stop STP, Stop SWP transactionsCart functionality to allow multiple transactions simultaneously
Cart functionality to allow multiple transactions simultaneouslyAdd portfolio held externally
Set triggers on Portfolio & transactGet a Consolidated view of External Portfolio
Add portfolio held externallyView Broker wise performance of portfolios
Get a Consolidated view of ICICI Portfolio and External PortfolioView Fund card with additional information about funds
View Broker wise performance of portfolios 
Download portfolio and reports 
View Fund card with additional information about funds 
Non Invest@ease RegisteredTake the Risk Profile questionnaireTake the Risk Profile questionnaire
View their ICICI PortfolioAdd portfolio held externally
Set triggers on Portfolio & transactGet a Consolidated view of External Portfolio
Add portfolio held externallyView Broker wise performance of portfolios
Get a Consolidated view of ICICI Portfolio and External PortfolioView Fund card with additional information about funds
View Broker wise performance of portfolios 
Download portfolio and reports 
View Fund card with additional information about funds