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Investor Knowledge Program Investor Knowledge Program Investor Knowledge Program Investor Knowledge Program

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Page 1: Investor Knowledge Program - ICICI Directcontent.icicidirect.com/mailimages/Equity_Presentation_NSE.pdf · Detailed Company Research This feature gives all the information pertaining

Investor Knowledge ProgramInvestor Knowledge ProgramInvestor Knowledge ProgramInvestor Knowledge Program

Page 2: Investor Knowledge Program - ICICI Directcontent.icicidirect.com/mailimages/Equity_Presentation_NSE.pdf · Detailed Company Research This feature gives all the information pertaining

Summary Summary Summary Summary ---- Investor Knowledge ProgrammeInvestor Knowledge ProgrammeInvestor Knowledge ProgrammeInvestor Knowledge Programme

� Reasons to invest in Equity Reasons to invest in Equity Reasons to invest in Equity Reasons to invest in Equity

� Products and features on ICICIdirect.comProducts and features on ICICIdirect.comProducts and features on ICICIdirect.comProducts and features on ICICIdirect.com

� Research on ICICIdirect.com Research on ICICIdirect.com Research on ICICIdirect.com Research on ICICIdirect.com

� New features New features New features New features

� Trading PlatformsTrading PlatformsTrading PlatformsTrading Platforms

� Questions & Answers sessionQuestions & Answers sessionQuestions & Answers sessionQuestions & Answers session

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Why to invest in Equity ?Why to invest in Equity ?Why to invest in Equity ?Why to invest in Equity ?

Expected GDP value to increase approximately 3 times to 6655 (Bn $) till FY 2020 shows

attractive demographics.

Increase in affordability, competitiveness in

Exports, Increased unit sales all point to a sustained economic

growth ahead

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Indian EconomyIndian EconomyIndian EconomyIndian Economy---- Attractive Demographics, Attractive Demographics, Attractive Demographics, Attractive Demographics, turning betterturning betterturning betterturning better

More than 50% of the population of India in below the age of 40

years. Increase in working

population is a plus for

GDP growth

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Source : Trading Economics

As can be seen from table above, there is low correlation betweAs can be seen from table above, there is low correlation betweAs can be seen from table above, there is low correlation betweAs can be seen from table above, there is low correlation between India and World GDP growth; impact en India and World GDP growth; impact en India and World GDP growth; impact en India and World GDP growth; impact of European crisis / slowdown in West should have marginal impacof European crisis / slowdown in West should have marginal impacof European crisis / slowdown in West should have marginal impacof European crisis / slowdown in West should have marginal impact on Indiat on Indiat on Indiat on India

India Gross Domestic Product (GDP) India Gross Domestic Product (GDP) India Gross Domestic Product (GDP) India Gross Domestic Product (GDP) vs World GDPvs World GDPvs World GDPvs World GDP

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Years of investment 10

Comparison of investment in Equity Comparison of investment in Equity Comparison of investment in Equity Comparison of investment in Equity with other asset classeswith other asset classeswith other asset classeswith other asset classes

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Sensex Rolling Annualized ReturnsSensex Rolling Annualized ReturnsSensex Rolling Annualized ReturnsSensex Rolling Annualized Returns

As can be seen from table above, the overall yearly returns shoAs can be seen from table above, the overall yearly returns shoAs can be seen from table above, the overall yearly returns shoAs can be seen from table above, the overall yearly returns show thatw thatw thatw that the investments made for more the investments made for more the investments made for more the investments made for more

than 3 years have attracted no negative returns throughout. than 3 years have attracted no negative returns throughout. than 3 years have attracted no negative returns throughout. than 3 years have attracted no negative returns throughout.

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How to Choose right Stock?How to Choose right Stock?How to Choose right Stock?How to Choose right Stock?

How to Research a Stock?How to Research a Stock?How to Research a Stock?How to Research a Stock?

Step 4: Check the catalyst.Step 4: Check the catalyst.Step 4: Check the catalyst.Step 4: Check the catalyst.What catalysts will change investor'sWhat catalysts will change investor'sWhat catalysts will change investor'sWhat catalysts will change investor'sperception of the stock in the futureperception of the stock in the futureperception of the stock in the futureperception of the stock in the future

Step 5: Compare with otherStep 5: Compare with otherStep 5: Compare with otherStep 5: Compare with otherHow does the stock fare compared to How does the stock fare compared to How does the stock fare compared to How does the stock fare compared to

others in the industryothers in the industryothers in the industryothers in the industry

Step 3: Check the price targetStep 3: Check the price targetStep 3: Check the price targetStep 3: Check the price targetHow much are investors likely to payHow much are investors likely to payHow much are investors likely to payHow much are investors likely to pay

for the stock in the futurefor the stock in the futurefor the stock in the futurefor the stock in the future

Step 2: See the price historyStep 2: See the price historyStep 2: See the price historyStep 2: See the price historyCheck the topCheck the topCheck the topCheck the top---- line and bottomline and bottomline and bottomline and bottom---- line line line line

performance performance performance performance

Step 1: Check the fundamentalsStep 1: Check the fundamentalsStep 1: Check the fundamentalsStep 1: Check the fundamentalsWhat is the company's business?What is the company's business?What is the company's business?What is the company's business?

Is it financially sound?Is it financially sound?Is it financially sound?Is it financially sound?Is it growing?Is it growing?Is it growing?Is it growing?

The Funnel ApproachThe Funnel ApproachThe Funnel ApproachThe Funnel Approach

COMPANYCOMPANYCOMPANYCOMPANY

INDUSTRYINDUSTRYINDUSTRYINDUSTRY

ECONOMYECONOMYECONOMYECONOMY

Step 6: Check recent developmentsStep 6: Check recent developmentsStep 6: Check recent developmentsStep 6: Check recent developmentsCheck out the recent developments Check out the recent developments Check out the recent developments Check out the recent developments

in the companyin the companyin the companyin the company

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Stock SelectionStock SelectionStock SelectionStock Selection : : : : The 2 by 2 Matrix RuleThe 2 by 2 Matrix RuleThe 2 by 2 Matrix RuleThe 2 by 2 Matrix Rule

The health of a stock's sector is as important as the performancThe health of a stock's sector is as important as the performancThe health of a stock's sector is as important as the performancThe health of a stock's sector is as important as the performance of the individual e of the individual e of the individual e of the individual stock itself. In other words even the best stock located in a westock itself. In other words even the best stock located in a westock itself. In other words even the best stock located in a westock itself. In other words even the best stock located in a weak sector may ak sector may ak sector may ak sector may

perform poorly because that sector is out of favor.perform poorly because that sector is out of favor.perform poorly because that sector is out of favor.perform poorly because that sector is out of favor.

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AdvantagesAdvantagesAdvantagesAdvantages of Equity Investmentof Equity Investmentof Equity Investmentof Equity Investment

� Stocks are liquid investments, which means you have a ready marStocks are liquid investments, which means you have a ready marStocks are liquid investments, which means you have a ready marStocks are liquid investments, which means you have a ready market to ket to ket to ket to

sell your stocks when you want.sell your stocks when you want.sell your stocks when you want.sell your stocks when you want.

� You can create liquidity when required with just a click of butYou can create liquidity when required with just a click of butYou can create liquidity when required with just a click of butYou can create liquidity when required with just a click of button. ton. ton. ton.

....

LiquidityLiquidityLiquidityLiquidity

Dividend YieldDividend YieldDividend YieldDividend Yield

� Source of Return Source of Return Source of Return Source of Return ---- DividendDividendDividendDividend----paying securities offer the potential for both paying securities offer the potential for both paying securities offer the potential for both paying securities offer the potential for both capital growth and income.capital growth and income.capital growth and income.capital growth and income.

� Low Relative Volatility Low Relative Volatility Low Relative Volatility Low Relative Volatility ---- Dividends have helped buffer portfolio losses Dividends have helped buffer portfolio losses Dividends have helped buffer portfolio losses Dividends have helped buffer portfolio losses when equity prices have declined.when equity prices have declined.when equity prices have declined.when equity prices have declined.

� If you hold your stock investment for more than 12 months , thenIf you hold your stock investment for more than 12 months , thenIf you hold your stock investment for more than 12 months , thenIf you hold your stock investment for more than 12 months , then you do not attract you do not attract you do not attract you do not attract

any taxes. any taxes. any taxes. any taxes. Capital GainsCapital GainsCapital GainsCapital Gains

Equity Investments also offer advantages like Rights Issue, StocEquity Investments also offer advantages like Rights Issue, StocEquity Investments also offer advantages like Rights Issue, StocEquity Investments also offer advantages like Rights Issue, Stock splits, Bonus shares k splits, Bonus shares k splits, Bonus shares k splits, Bonus shares offered by the companies to itoffered by the companies to itoffered by the companies to itoffered by the companies to it’’’’ssss shareholders. shareholders. shareholders. shareholders.

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Equity Capital GainsEquity Capital GainsEquity Capital GainsEquity Capital Gains

You can any time verify or calculate your Short term or Long terYou can any time verify or calculate your Short term or Long terYou can any time verify or calculate your Short term or Long terYou can any time verify or calculate your Short term or Long term capitalm capitalm capitalm capital status through ICICIdirect.com status through ICICIdirect.com status through ICICIdirect.com status through ICICIdirect.com

Long Term capital gains do not attract any tax.

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Product offering from ICICIdirect.comProduct offering from ICICIdirect.comProduct offering from ICICIdirect.comProduct offering from ICICIdirect.com

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ICICIdirect.comICICIdirect.comICICIdirect.comICICIdirect.com

Broking ProductsBroking ProductsBroking ProductsBroking Products

IPOIPOIPOIPO Overseas TradingOverseas TradingOverseas TradingOverseas TradingDerivativesDerivativesDerivativesDerivativesEquityEquityEquityEquity

Flexi Cash/ T+5Flexi Cash/ T+5Flexi Cash/ T+5Flexi Cash/ T+5

SEPSEPSEPSEP

Margin BrokerMargin BrokerMargin BrokerMargin Broker

Margin Client Margin Client Margin Client Margin Client

Margin PlusMargin PlusMargin PlusMargin Plus

VTCVTCVTCVTC

SPOTSPOTSPOTSPOT

BTSTBTSTBTSTBTST

FuturesFuturesFuturesFutures

OptionsOptionsOptionsOptions

Currency FuturesCurrency FuturesCurrency FuturesCurrency Futures

Shares as marginShares as marginShares as marginShares as margin

Option PlusOption PlusOption PlusOption Plus

Future PlusFuture PlusFuture PlusFuture Plus

Futures Plus Futures Plus Futures Plus Futures Plus with stop losswith stop losswith stop losswith stop loss

Book BldgBook BldgBook BldgBook Bldg

Fix PriceFix PriceFix PriceFix Price

BTSTBTSTBTSTBTST

Overseas Overseas Overseas Overseas TradingTradingTradingTrading

ETFETFETFETF

Stock OptionsStock OptionsStock OptionsStock Options

Index OptionsIndex OptionsIndex OptionsIndex OptionsOffer for SaleOffer for SaleOffer for SaleOffer for Sale

One Stop Financial SolutionOne Stop Financial SolutionOne Stop Financial SolutionOne Stop Financial Solution

Broking ProductsBroking ProductsBroking ProductsBroking Products

EquityEquityEquityEquity

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Delivery based ProductsDelivery based ProductsDelivery based ProductsDelivery based Products

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Ideal for beginners and for investors who are looking for mediumIdeal for beginners and for investors who are looking for mediumIdeal for beginners and for investors who are looking for mediumIdeal for beginners and for investors who are looking for medium and long term capital appreciation / and long term capital appreciation / and long term capital appreciation / and long term capital appreciation / wealth creation from the equity marketwealth creation from the equity marketwealth creation from the equity marketwealth creation from the equity market

Cash or Delivery based productCash or Delivery based productCash or Delivery based productCash or Delivery based product

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� Buy stocks today with 11Buy stocks today with 11Buy stocks today with 11Buy stocks today with 11----31% funds and bring the remaining funds in T+5 days31% funds and bring the remaining funds in T+5 days31% funds and bring the remaining funds in T+5 days31% funds and bring the remaining funds in T+5 days� You can also square off position within T + 5 working days withYou can also square off position within T + 5 working days withYou can also square off position within T + 5 working days withYou can also square off position within T + 5 working days without bringing the additional funds out bringing the additional funds out bringing the additional funds out bringing the additional funds � To track position, visit Margin Position page (on T day) / PendTo track position, visit Margin Position page (on T day) / PendTo track position, visit Margin Position page (on T day) / PendTo track position, visit Margin Position page (on T day) / Pending for Delivery page (after T day) ing for Delivery page (after T day) ing for Delivery page (after T day) ing for Delivery page (after T day) � LPC of 0.065% will be levied for the outstanding amount till thLPC of 0.065% will be levied for the outstanding amount till thLPC of 0.065% will be levied for the outstanding amount till thLPC of 0.065% will be levied for the outstanding amount till the time client brings the funds or the e time client brings the funds or the e time client brings the funds or the e time client brings the funds or the position is squared offposition is squared offposition is squared offposition is squared off

Flexi Cash/ T+5Flexi Cash/ T+5Flexi Cash/ T+5Flexi Cash/ T+5

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� Simple and disciplined approach towards investment Simple and disciplined approach towards investment Simple and disciplined approach towards investment Simple and disciplined approach towards investment � Adopts Rupee Cost Averaging Adopts Rupee Cost Averaging Adopts Rupee Cost Averaging Adopts Rupee Cost Averaging � Basis of Investment could be Amount or Quantity Basis of Investment could be Amount or Quantity Basis of Investment could be Amount or Quantity Basis of Investment could be Amount or Quantity � Interval could be Daily/ Weekly/ Fortnightly/ Monthly basis Interval could be Daily/ Weekly/ Fortnightly/ Monthly basis Interval could be Daily/ Weekly/ Fortnightly/ Monthly basis Interval could be Daily/ Weekly/ Fortnightly/ Monthly basis

Systematic Equity PlanSystematic Equity PlanSystematic Equity PlanSystematic Equity Plan

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A product which provides emergency fund requirements through samA product which provides emergency fund requirements through samA product which provides emergency fund requirements through samA product which provides emergency fund requirements through same day paye day paye day paye day pay----out for sold sharesout for sold sharesout for sold sharesout for sold shares

Cash on SpotCash on SpotCash on SpotCash on Spot

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Buy Today Sell Tomorrow (BTST) is a service wherein you would beBuy Today Sell Tomorrow (BTST) is a service wherein you would beBuy Today Sell Tomorrow (BTST) is a service wherein you would beBuy Today Sell Tomorrow (BTST) is a service wherein you would be able to sell the shares that you have able to sell the shares that you have able to sell the shares that you have able to sell the shares that you have purchased even before you receive the delivery of the shares fropurchased even before you receive the delivery of the shares fropurchased even before you receive the delivery of the shares fropurchased even before you receive the delivery of the shares from the stock exchange.m the stock exchange.m the stock exchange.m the stock exchange.

Buy Today Sell Tomorrow (BTST)Buy Today Sell Tomorrow (BTST)Buy Today Sell Tomorrow (BTST)Buy Today Sell Tomorrow (BTST)

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� Place a limit order, which remains valid upto 45 daysPlace a limit order, which remains valid upto 45 daysPlace a limit order, which remains valid upto 45 daysPlace a limit order, which remains valid upto 45 days� Order gets executed only when the stock reaches your desired leOrder gets executed only when the stock reaches your desired leOrder gets executed only when the stock reaches your desired leOrder gets executed only when the stock reaches your desired levelvelvelvel� Facility available on NSE and BSE.Facility available on NSE and BSE.Facility available on NSE and BSE.Facility available on NSE and BSE.

Valid Till Cancel (VTC)Valid Till Cancel (VTC)Valid Till Cancel (VTC)Valid Till Cancel (VTC)

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Facility allowed by (SEBI) in order to facilitate promoters to dFacility allowed by (SEBI) in order to facilitate promoters to dFacility allowed by (SEBI) in order to facilitate promoters to dFacility allowed by (SEBI) in order to facilitate promoters to dilute/offload their holding in listed companies in ilute/offload their holding in listed companies in ilute/offload their holding in listed companies in ilute/offload their holding in listed companies in a transparent manner with wider participation in the market throa transparent manner with wider participation in the market throa transparent manner with wider participation in the market throa transparent manner with wider participation in the market through a separate window provided by the ugh a separate window provided by the ugh a separate window provided by the ugh a separate window provided by the Stock Exchange(s). Stock Exchange(s). Stock Exchange(s). Stock Exchange(s).

Offer For Sale (OFS)Offer For Sale (OFS)Offer For Sale (OFS)Offer For Sale (OFS)

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Offer For Sale Offer For Sale Offer For Sale Offer For Sale ---- ReturnsReturnsReturnsReturns

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• A minimum of 10% of the offer reserved for Retail customersA minimum of 10% of the offer reserved for Retail customersA minimum of 10% of the offer reserved for Retail customersA minimum of 10% of the offer reserved for Retail customers

• Discount for retail investors in prices over the current market Discount for retail investors in prices over the current market Discount for retail investors in prices over the current market Discount for retail investors in prices over the current market pricepricepriceprice

• You can modify or cancel the bids during the offer periodYou can modify or cancel the bids during the offer periodYou can modify or cancel the bids during the offer periodYou can modify or cancel the bids during the offer period

• No restriction on number of bids from single buyerNo restriction on number of bids from single buyerNo restriction on number of bids from single buyerNo restriction on number of bids from single buyer

• No additional charges to place your bids under OFS. Normal brokeNo additional charges to place your bids under OFS. Normal brokeNo additional charges to place your bids under OFS. Normal brokeNo additional charges to place your bids under OFS. Normal brokerage rage rage rage as per your plan would be charged.as per your plan would be charged.as per your plan would be charged.as per your plan would be charged.

• Less time consuming due to automation & process involved Less time consuming due to automation & process involved Less time consuming due to automation & process involved Less time consuming due to automation & process involved

• You can buy through offer for sale in discounted rates and sell You can buy through offer for sale in discounted rates and sell You can buy through offer for sale in discounted rates and sell You can buy through offer for sale in discounted rates and sell in in in in secondary market at market valuesecondary market at market valuesecondary market at market valuesecondary market at market value

Offer For Sale Offer For Sale Offer For Sale Offer For Sale ---- BenefitsBenefitsBenefitsBenefits

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Shares as MarginShares as MarginShares as MarginShares as Margin

� Existing shares in your demat can be used for trading or creatiExisting shares in your demat can be used for trading or creatiExisting shares in your demat can be used for trading or creatiExisting shares in your demat can be used for trading or creating fresh positionsng fresh positionsng fresh positionsng fresh positions

� Don't lose IntraDon't lose IntraDon't lose IntraDon't lose Intra----day Market opportunity and trade in Flexi Cash, Margin,day Market opportunity and trade in Flexi Cash, Margin,day Market opportunity and trade in Flexi Cash, Margin,day Market opportunity and trade in Flexi Cash, Margin,,,,,Futures and Options by Futures and Options by Futures and Options by Futures and Options by

keeping Shares As Marginkeeping Shares As Marginkeeping Shares As Marginkeeping Shares As Margin

� No charges for blocking or unblocking of shares No charges for blocking or unblocking of shares No charges for blocking or unblocking of shares No charges for blocking or unblocking of shares

� If you see an investmentIf you see an investmentIf you see an investmentIf you see an investment opportunity today in a stock and it will take 4opportunity today in a stock and it will take 4opportunity today in a stock and it will take 4opportunity today in a stock and it will take 4----5 days to arrange funds, use 5 days to arrange funds, use 5 days to arrange funds, use 5 days to arrange funds, use your existing stocks as margin and buy without bringing any addiyour existing stocks as margin and buy without bringing any addiyour existing stocks as margin and buy without bringing any addiyour existing stocks as margin and buy without bringing any additional cash immediately. tional cash immediately. tional cash immediately. tional cash immediately.

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Research Recommendations on Delivery Products Research Recommendations on Delivery Products Research Recommendations on Delivery Products Research Recommendations on Delivery Products

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ICLICK 2 INVESTICLICK 2 INVESTICLICK 2 INVESTICLICK 2 INVEST

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Research on Customer holdingsResearch on Customer holdingsResearch on Customer holdingsResearch on Customer holdings

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Research RecommendationsResearch RecommendationsResearch RecommendationsResearch Recommendations

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Detailed Company ResearchDetailed Company ResearchDetailed Company ResearchDetailed Company Research

� This feature gives all the information pertaining to the CompanThis feature gives all the information pertaining to the CompanThis feature gives all the information pertaining to the CompanThis feature gives all the information pertaining to the Company you wish to Researchy you wish to Researchy you wish to Researchy you wish to Research� Provides Complete Company profile with Financial ratios, HistorProvides Complete Company profile with Financial ratios, HistorProvides Complete Company profile with Financial ratios, HistorProvides Complete Company profile with Financial ratios, History, Corporate actions and many more y, Corporate actions and many more y, Corporate actions and many more y, Corporate actions and many more addaddaddadd----ons. ons. ons. ons.

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WEEKLY MAGAZINE WEEKLY MAGAZINE WEEKLY MAGAZINE WEEKLY MAGAZINE –––– Equity PulseEquity PulseEquity PulseEquity Pulse

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Intraday trading productsIntraday trading productsIntraday trading productsIntraday trading products

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� Intraday product (Position valid for a day)Intraday product (Position valid for a day)Intraday product (Position valid for a day)Intraday product (Position valid for a day)� Funds required to take position is as low as 2% of the entire TFunds required to take position is as low as 2% of the entire TFunds required to take position is as low as 2% of the entire TFunds required to take position is as low as 2% of the entire Transaction Valueransaction Valueransaction Valueransaction Value� Option to take delivery or exit by squaring off, anytime duringOption to take delivery or exit by squaring off, anytime duringOption to take delivery or exit by squaring off, anytime duringOption to take delivery or exit by squaring off, anytime during the trading hoursthe trading hoursthe trading hoursthe trading hours� Option to carry forward the position by converting mode to ClieOption to carry forward the position by converting mode to ClieOption to carry forward the position by converting mode to ClieOption to carry forward the position by converting mode to Client modent modent modent mode

Margin Broker ModeMargin Broker ModeMargin Broker ModeMargin Broker Mode

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� Intraday Position with 0.5Intraday Position with 0.5Intraday Position with 0.5Intraday Position with 0.5----4% margin4% margin4% margin4% margin� Position with Compulsory Stop Loss Trigger PricePosition with Compulsory Stop Loss Trigger PricePosition with Compulsory Stop Loss Trigger PricePosition with Compulsory Stop Loss Trigger Price� Additional feature to place Limit Order to book profit with ProAdditional feature to place Limit Order to book profit with ProAdditional feature to place Limit Order to book profit with ProAdditional feature to place Limit Order to book profit with Profit order fit order fit order fit order

Margin PlusMargin PlusMargin PlusMargin Plus

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Research recommendations on Intraday ProductsResearch recommendations on Intraday ProductsResearch recommendations on Intraday ProductsResearch recommendations on Intraday Products

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I CLICK 2 GAINI CLICK 2 GAINI CLICK 2 GAINI CLICK 2 GAIN

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Trading RecommendationsTrading RecommendationsTrading RecommendationsTrading Recommendations

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Market ResearchMarket ResearchMarket ResearchMarket Research

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Our Value PropositionsOur Value PropositionsOur Value PropositionsOur Value Propositions

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Stock InformationStock InformationStock InformationStock Information

� Stock information gives you birdStock information gives you birdStock information gives you birdStock information gives you bird’’’’s eye view of the trading sentiments on that stock in market. Its eye view of the trading sentiments on that stock in market. Its eye view of the trading sentiments on that stock in market. Its eye view of the trading sentiments on that stock in market. It will give you the will give you the will give you the will give you the

summary, technical parameters, corporate actions, analyst estimasummary, technical parameters, corporate actions, analyst estimasummary, technical parameters, corporate actions, analyst estimasummary, technical parameters, corporate actions, analyst estimates, financial ratios or Yearly highs or lows at a click. tes, financial ratios or Yearly highs or lows at a click. tes, financial ratios or Yearly highs or lows at a click. tes, financial ratios or Yearly highs or lows at a click.

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Customised Alerts Customised Alerts Customised Alerts Customised Alerts

Customised AlertsCustomised AlertsCustomised AlertsCustomised Alerts

� Mechanism of sending alerts by way of SMS and Mailers to customMechanism of sending alerts by way of SMS and Mailers to customMechanism of sending alerts by way of SMS and Mailers to customMechanism of sending alerts by way of SMS and Mailers to customers ers ers ers keeping in view basic requirement of update on his/her portfolikeeping in view basic requirement of update on his/her portfolikeeping in view basic requirement of update on his/her portfolikeeping in view basic requirement of update on his/her portfolio. o. o. o.

� This facility helps you to track your portfolios efficiently, kThis facility helps you to track your portfolios efficiently, kThis facility helps you to track your portfolios efficiently, kThis facility helps you to track your portfolios efficiently, keeping eeping eeping eeping abreast of any significant movement on stocks & take appropriateabreast of any significant movement on stocks & take appropriateabreast of any significant movement on stocks & take appropriateabreast of any significant movement on stocks & take appropriateaction.action.action.action.

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Direct Alerts Direct Alerts Direct Alerts Direct Alerts

� It is a facility through which customers can set alerts on thereIt is a facility through which customers can set alerts on thereIt is a facility through which customers can set alerts on thereIt is a facility through which customers can set alerts on there chosen stocks at chosen stocks at chosen stocks at chosen stocks at

defined price or at 52 week high/lows. Customer will receive insdefined price or at 52 week high/lows. Customer will receive insdefined price or at 52 week high/lows. Customer will receive insdefined price or at 52 week high/lows. Customer will receive instant SMS on stock tant SMS on stock tant SMS on stock tant SMS on stock

touching the set price trigger. touching the set price trigger. touching the set price trigger. touching the set price trigger.

� Customer can set upto 50 alerts at a point of time. This faciliCustomer can set upto 50 alerts at a point of time. This faciliCustomer can set upto 50 alerts at a point of time. This faciliCustomer can set upto 50 alerts at a point of time. This facility is offered free to ty is offered free to ty is offered free to ty is offered free to

customers and can be used through customer service page on ICICIcustomers and can be used through customer service page on ICICIcustomers and can be used through customer service page on ICICIcustomers and can be used through customer service page on ICICIdirect.com.direct.com.direct.com.direct.com.

Direct AlertsDirect AlertsDirect AlertsDirect Alerts

� It is a facility through which customers can set alerts on thereIt is a facility through which customers can set alerts on thereIt is a facility through which customers can set alerts on thereIt is a facility through which customers can set alerts on there chosen stocks at chosen stocks at chosen stocks at chosen stocks at

defined price or at 52 week high/lows. Customer will receive insdefined price or at 52 week high/lows. Customer will receive insdefined price or at 52 week high/lows. Customer will receive insdefined price or at 52 week high/lows. Customer will receive instant SMS on stock tant SMS on stock tant SMS on stock tant SMS on stock

touching the set price trigger. touching the set price trigger. touching the set price trigger. touching the set price trigger.

� Customer can set upto 50 alerts at a point of time. This faciliCustomer can set upto 50 alerts at a point of time. This faciliCustomer can set upto 50 alerts at a point of time. This faciliCustomer can set upto 50 alerts at a point of time. This facility is offered free to ty is offered free to ty is offered free to ty is offered free to

customers and can be used through customer service page on ICICIcustomers and can be used through customer service page on ICICIcustomers and can be used through customer service page on ICICIcustomers and can be used through customer service page on ICICIdirect.com.direct.com.direct.com.direct.com.

Direct AlertsDirect AlertsDirect AlertsDirect Alerts

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ServicesServicesServicesServices

� It is a facility to know stocks Last Traded Price instantly.It is a facility to know stocks Last Traded Price instantly.It is a facility to know stocks Last Traded Price instantly.It is a facility to know stocks Last Traded Price instantly.

� Customer can send a SMS to 5676766 typing <IQUOTE> space <STOCK Customer can send a SMS to 5676766 typing <IQUOTE> space <STOCK Customer can send a SMS to 5676766 typing <IQUOTE> space <STOCK Customer can send a SMS to 5676766 typing <IQUOTE> space <STOCK CODE> CODE> CODE> CODE> and instantly they will receive a sms stating the Last traded prand instantly they will receive a sms stating the Last traded prand instantly they will receive a sms stating the Last traded prand instantly they will receive a sms stating the Last traded price of stock in both NSE ice of stock in both NSE ice of stock in both NSE ice of stock in both NSE

and BSE. The facility is chargeable at Rs 3 per SMS. and BSE. The facility is chargeable at Rs 3 per SMS. and BSE. The facility is chargeable at Rs 3 per SMS. and BSE. The facility is chargeable at Rs 3 per SMS.

I QuoteI QuoteI QuoteI Quote

� Click to Call facility is available for any query on using ICICIClick to Call facility is available for any query on using ICICIClick to Call facility is available for any query on using ICICIClick to Call facility is available for any query on using ICICIdirect.com website and the direct.com website and the direct.com website and the direct.com website and the

products or features available.products or features available.products or features available.products or features available.

� This Facility free call back facility, whereby you are connectedThis Facility free call back facility, whereby you are connectedThis Facility free call back facility, whereby you are connectedThis Facility free call back facility, whereby you are connected to a team of specialized to a team of specialized to a team of specialized to a team of specialized

and trained officers who assist you with your queries.and trained officers who assist you with your queries.and trained officers who assist you with your queries.and trained officers who assist you with your queries.

Click to CallClick to CallClick to CallClick to Call

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EEEE----votingvotingvotingvoting

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ICICIdirect.com Trading PlatformsICICIdirect.com Trading PlatformsICICIdirect.com Trading PlatformsICICIdirect.com Trading Platforms

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Trading PlatformsTrading PlatformsTrading PlatformsTrading Platforms

Trade RacerTrade RacerTrade RacerTrade Racer

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Trading PlatformsTrading PlatformsTrading PlatformsTrading Platforms

Low Bandwidth SiteLow Bandwidth SiteLow Bandwidth SiteLow Bandwidth Site CallCallCallCall----nnnn----TradeTradeTradeTrade

'Call'Call'Call'Call----nnnn----Trade' facility which enables you to instantly Trade' facility which enables you to instantly Trade' facility which enables you to instantly Trade' facility which enables you to instantly

place orders over the phone.place orders over the phone.place orders over the phone.place orders over the phone.

Step 1 :Dial CallStep 1 :Dial CallStep 1 :Dial CallStep 1 :Dial Call----nnnn----Trade number of your regionTrade number of your regionTrade number of your regionTrade number of your region

Step 2 :Choose the product code in which you would Step 2 :Choose the product code in which you would Step 2 :Choose the product code in which you would Step 2 :Choose the product code in which you would like to place order like to place order like to place order like to place order

Eg : Press 1 for Equity, Press 2 for derivatives etc and Eg : Press 1 for Equity, Press 2 for derivatives etc and Eg : Press 1 for Equity, Press 2 for derivatives etc and Eg : Press 1 for Equity, Press 2 for derivatives etc and you will get connected to the concerned officer.you will get connected to the concerned officer.you will get connected to the concerned officer.you will get connected to the concerned officer.

• Fast and instant access to portfolio, trade details, order Fast and instant access to portfolio, trade details, order Fast and instant access to portfolio, trade details, order Fast and instant access to portfolio, trade details, order book and live research recommendations along with Order book and live research recommendations along with Order book and live research recommendations along with Order book and live research recommendations along with Order Placement Facility.Placement Facility.Placement Facility.Placement Facility.

• It is available on all Internet Mediums, without being It is available on all Internet Mediums, without being It is available on all Internet Mediums, without being It is available on all Internet Mediums, without being dependent on any OS/Platform. This makes it easy to dependent on any OS/Platform. This makes it easy to dependent on any OS/Platform. This makes it easy to dependent on any OS/Platform. This makes it easy to access from any mobile.access from any mobile.access from any mobile.access from any mobile.

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Call N Trade Contact numbersCall N Trade Contact numbersCall N Trade Contact numbersCall N Trade Contact numbers

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HelpHelpHelpHelp----Desk Desk Desk Desk –––– Easy Mail ServiceEasy Mail ServiceEasy Mail ServiceEasy Mail Service

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Generate your ICICIdirect.com password with easeGenerate your ICICIdirect.com password with easeGenerate your ICICIdirect.com password with easeGenerate your ICICIdirect.com password with ease

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New Site TourNew Site TourNew Site TourNew Site Tour

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Simply loginSimply loginSimply loginSimply login

Click on Equity

Buy option to

start investing

in Cash

ICICIdirect.com Account Benefits

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Streamlined and categorized menu to makeit easier for the customer to select from aligned o ptions.

Categorized MenuCategorized MenuCategorized MenuCategorized Menu

Streamlined and categorized menu to makeit easier for the customer to select from aligned o ptions.

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The ‘Quick Access’ toolbar on the top is customizabl e and gives one-click access to 10 of your favourite links at any times.

‘‘‘‘Quick AccessQuick AccessQuick AccessQuick Access’’’’ toolkittoolkittoolkittoolkit

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Step 1: Click on the Quick Access option to customize your link

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Step 2: Select and customize your favourite links

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Step 3: Customise yourself: Choose your favourite links

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One place Order book/ Trade book

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Value Added ServicesValue Added ServicesValue Added ServicesValue Added Services

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F&O @ fingertips

A Real time analytics platform that equips Trader to have a better catch of F&O Market.

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What’s hot on ICICIdirect.com

The feature enlists top 10 stocks ICICIdirect custo mers are buying or selling to help you make an informed and incisive decision based on what’s trending

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Portfolio features

Portfolio Annual Statements offers you all the feat ures under one section. The new feature like Portfolio X-Ray Report offers you deta iled view of your consolidated Portfolio.

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Short-cuts

The logged in section provides direct access to sho rt - cuts for features like eVoting, eLocker, Downloading Trade Racer, Instahelp.

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Recommendations

All the trading and Investment recommendations are available on the homepage to help you making and informed decision.

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Thank YouThank YouThank YouThank You

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