Introduction to ICICI Direct Robo Advisory Services – Financial Planning – ICICI Direct

You must have heard about Robo-advisor services if you’re a regular stock market investor. In this video, we will talk about ICICI Direct’s Robo advisor service and how it will help you manage your finances.

What is financial planning?
Financial planning is the process that evaluates a person’s current and future financial states such as risk profile, income, expenses, investments, surplus, and withdrawal plans. A financial planning advisor helps investors create a customized financial plan based on the current net worth, asset allocation, retirement plans, and estate plans of an individual investor.

What is a Robo-advisor and how does it help you?
A Robo-advisor helps you track your progress that adds precision when it comes to managing your finances. Not just this, it ensures that your decisions are not driven by your emotions and provides 24*7 assistance. ICICI Direct’s Track and Act Robo-advisory platform is an online Robo services platform that does everything for you.

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ICICIdirect is a retail broker and financial product distributor in India trusted by over 50+lac customers with over 2 decades of service having 170+ branches across India. ICICIdirect offers more than 50 products and services under one roof to help you to achieve your investment goals.

What sets ICICIdirect apart is its unique research desk that offers various research-based products designed to meet your needs across different time horizons.

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Open an ICICIdirect trading account in 10 minutes using any bank also get additional benefits worth ₹ 7,099. Visit

Subscribe to Neo Brokerage Plan and get
• Intraday Trading at ₹20 (Unlimited per order)
• Futures Trading Charges: Rs 0
• Options, Commodity & Currency Derivatives at just Rs 20 (unlimited per order)

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Exclusive Benefits of Trading on ICICIdirect
1. Save upto 83% on normal brokerage via life time valid brokerage plans
2. Get real time capital gains calculations in just a click
3. Wide range of delivery plans with brokerage as low as 9 paise with prepaid plans.
4. Buy stocks today and pay in 365 days with margin trading
5. One click investment basket for buying mutual funds. Must for new investors.
6. Get stock ideas from the award winning research team.

Advantages of Trading on
1. Get your money in account in just 30 minutes of trade.
2. No charges for small case or one click portfolio
3. Award winning research available to all customers
4. Lowest interest on shares as margins
5. Lowest charges on pledging shares at just Rs 20.
6. Funding to buy stocks at just 8.9% interest
7. Trusted by 50 + lakh customers & backed by the ICICI Group

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**Video Time Stamp**
00:00 Introduction
00:20 What is financial planning, financial advisor and the risks.
01:05 Robo-Advisory Services
02:18 Track & Act Robo Advisory Platform
02:36 Benefits of Robo Advisory Services

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