ICICIdirect recently launched its Wealth G.R.I.P. (Goals, Retirement, Investment & Protection) that enables you to articulate your needs, convert them into financial goals and effectively plan for the same.

Dedicated Relationship Managers are available for the same.

Final output

The final output for you will be a comprehensive and easy-to-read financial plan report containing various sections that give you a complete snapshot of:

• Where you are currently
• What you need to do to achieve your goals
• How you need to go about
• Managing your savings and investments
• Your risk profile and risk-taking ability
• A recommended asset allocation model

Our dedicated Relationship Manager will help you understand, interpret and act on this customised report