Property Solutions

By

PROPDIAL

FLAT 25% off on regular Property Management Service fee charged annually

Customers shall be notified on email with webpage link. If interested, Customer can:
1.Click here to Visit dedicated Propdial landing page for ICICI NRI customers
2. Provide requisite details online as part of registration form and submit
3. Propdial team will receive your enquiry and do a reach out
4. Propdial executive will explain in detail about property management service, scope and if any additional query from you, to finalise

• Finding a tenant
• Rental agreement
• Rent collection
• Background verification
• Quarterly property inspection
• Maintenance / repair work

July 14, 2024

Property & Taxation Solutions

by

GLOBAL INDIAN SOLUTIONS

Flat 25% on all Offered Services: Real Estate Consultancy, Taxation, Estate Planning, Documentation

• Go to https://globalindiansolutions.com/contact-us and fill the “Contact Form”, select the service required and enter promo code
• GIS will connect to schedule a call and understand complete requirement in details
• Basis requirement, GIS will revert with their service fees.
• Post acceptance, Customer makes the payment using ICICI Bank Card or Net Banking and shares the payment details
• GIS will provide the required services, and will share relevant documents & reports wherever applicable
• GST & Other Taxes would be as applicable
Use PROMO Code ICICIGIS25

1.Real Estate Consultancy – Buy/Sell/Lease of the Property, Tenant & Key Management, Property Management, Interior / Turn Key of Property

2.Taxation – Filing of ITR (Income Tax Return), Facilitation for Income Tax refund, Lower Deduction Certificate of Property Sale, other TDS Related Matters

3.Estate Planning – Estate planning Advisory, Inheritance & Legacy Planning, Drafting of Private & Charitable Trust, Succession Planning, WILL Drafting & Execution

4.Documentation- Assistance in paper work preparation PAN & OCI Card, Coordination & Paper work for Property Related , Legal Matters & Taxation related etc.

March 31, 2024

Tax solutions

By

GPK Business Consultancy

30% discount on purchase of services*. Discount shall be available on the Maximum Retail Price (exclusive of all taxes and out of pocket expenses).

*related to Indian taxation, Foreign Exchange Management Act (FEMA), United States (US) taxation and various specialized services.

• For any assistance / information on services, write to empanelled professionals at GPK Business consultancy at icicibankcahelp@gpk.net.in

• please mention below information on mail:

  • Name:
  • Country:
  • Phone Number (optional):
  • Services required:
  • Your specific query (please give details):

TAT for response to ICICI Bank Customers shall be 2 working days

1. Taxation Services

a. Obtaining Permanent Account Number (PAN)

b. Filing tax returns

c. Tax advisory, compliances and planning

d. Obtaining Tax Exemption Certificate (TEC) (for NIL/ Lower rate of tax)

e. Availing double tax treaty benefits (to optimize tax payment in India and the Non-Resident Indian Customer’s country of residence)

f. Attending tax assessments, litigation and appeal proceedings

2. FEMA related Services

a. Repatriation of funds from India NRO to NRE/ overseas account

b. Advisory Services, Reserve Bank of India (RBI) compliances and Reporting

i. Borrowing and lending in India and outside India

ii. Investment in India including investment through PIS/FDI Route

iii. Giving and receiving loan/gifts

iv. Planning for returning Indians and recent immigrants

3. Specialized Services

a. Tax and legal compliance on purchase/ sale of immovable property

b. Advising and planning for business-set up in India

c. Wills, Power of Attorney (POA) and other legal documents

d. Advisory on stamp duty and registration implications on legal documents estate planning through will and trust

4. US Tax Services

a. Pre-immigration planning

b. Compliances/reporting of Indian income and highest balances of assets in US tax returns

c. Advisory on gifts, estate, inheritance and its implications on NRIs

d. Foreign tax credit for taxes paid in India

e. Advisory and compliances in relation to IRS Amnesty Schemes for undisclosed foreign financial assets

March 31, 2024

Tax Advisory Services by

IDA Wealth

Flat 15% off on Tax Advisory Services

• ICICI Bank NRI customers are to visit the exclusive microsite created through the link.(https://idawealth.in/icici/ )

• Fill out the “Contact Form” along with the service required. 

• IDA Wealth will connect within 24 hours to schedule a call and understand the complete requirement in detail.

• Basis the requirement, IDA Wealth will revert to the customer through the mail – summarizing the discussions and the service fees (with a 15% discount as offered)

• The customer shall confirm the service fees through an acceptance mail with a 50% advance fee through ICICI Bank Account.

• IDA Wealth will provide the required services and will share relevant documents & reports.

• The bill for services shall be raised for the balance amount post the completion of service.

Taxes as applicable.

• The customer shall pay the amount through ICICI bank Account.

NRI Tax Advisory

15^th May 2024

Inheritance Planning

by

UNIVERSAL TRUSTEES Pvt. Ltd. (UTPL)

Exclusive price

• To avail the service, email to will@universaltrustees.co.in
• Universal Trustees shall email or call you for further details in 2-3 working days.
• Universal Trustees shall share their engagement letter basis which the Customer shall make payment
• Post payment confirmation, Universal Trustees will share data Input Form over email.
• Customer to duly fill-in the data input form and share with Universal Trustees.
• Universal Trustees will share draft of Customer’s “Will” within 10 working days.
• For any change, Customer to write back within 5 days. If required, call to be scheduled.
• Universal Trustees shall share revised “Will” within 10 working days.
• Post final written confirmation from Customer, the final version of the “Will” shall be shared within 5 working days.
• Take print of the “Will” on plain paper and sign in the presence of two (02) witnesses

“Will” drafting services

March 31, 2024

Inheritance Planning

by

Inheritance Needs Services Pvt. Ltd. (INSPL)

Flat 25% off on retail rate of inheritance related services for Indian assets (PIC , PIC-R and I-Need)

• The specified Services (PIC, PIC-R and I- Need) commences with sharing of a detailed proposal enumerating the process, timeline, deliverables etc. followed by its acceptance and signing of a Non-Disclosure Agreement amongst the customer and INSPL. Post this an Invoice is raised and after payment of the Invoice a detailed information requirement checklist is sent to the customer for sending information and data relating to personal and asset details.
• Subsequently the operational process varies inter-se the different services availed i.e. PIC, PIC-R and I- Need.
• In case of any query pertaining to customer queries/complaints please call customer care at + 91 9819839688

PIC : Preparedness for Inheritance Compliance

I- Need : Inheritance needs

• Services are only for Indian assets owned and possessed by prospective clients/ customers
• Services are invoiced per individual availee (per PAN CARD No.) and payable 100% in advance in case of PIC and PIC-R and per deceased in case of I-Need service availed by the bereaved family of the deceased
• Proposal details the deliverables, time frame and other associated costs (peripheral costs which are billed as per actuals)

September 30, 2025

Investment Solutions

Equity Investment

Demat and Portfolio Investment Scheme (PIS) Asset Management Company (AMC) charges are not applicable for first year when opened as 3-in-1 account with NRI Premia variant

Loyalty Solutions

by

ASPIRE LIFESTYLES~

Applicable only to select NRI premia customers. (one per year)

Contact Bank/nearest branch/RM

~ Subject to availability of service in location. Other TnCs apply

Airport transfers – Applicable only to Select NRI PREMIA Customers at serviceable locations. Other TnCs apply

-

ANVAYAA ICICI BANK ELDER CARE PLAN
Exclusive Offer with Additional Features and Discount

For Domestic Customers
Priced at Rs.82,000 + GST (original price : Rs. 104,000+GST)

For NRI Customers priced at 999$+GST ( original price: 1270$+GST)

Payment instruments: Credit Card, Debit Card and Net Banking

The process to avail the Offer is below:

Plan Details:

ICICI Bank customer to visit exclusive microsite created below link
https://icicibank.anvayaa.com
• Clicks on the above URL
• Enter the details (Name, Email & Phone# and password )
and sets up the account
• Logins into the portal
• Chooses the City Service where needed.
• Chooses the Care Plan
• Clicks on “ Online Payment”
• Agrees to the T&C
• Customer to validate the eligibility for this offer by
entering the first 6 digits of the Credit Card/Debit Card issued by
ICICI Bank and verify it
• Proceeds to Make Payment.
• Post Payment, Beneficiary (parents /in-laws) Info updated.
• Maximum of 2 Beneficiaries located in the service location in India
in the same address are covered under the plan for 1 year.
Registration Completed.
Alternatively
• ICICI Bank Customers can call on a dedicated number
(+91 40 49633996) or the email (iciciconnect@anvayaa.com) to avail the same offer and talk our Care Coordinator to sign up. The same information
will be available on the microsite as well.
Member on-boarding:
• Post registration is completed, Anvayaa customer care will
contact the customer and follow a set of defined steps to complete the
Member on-boarding process and start providing services as to the ICICI
Bank customers Parents/In-Laws or any other beneficiaries.
Notes:
ICICI Bank Customers can sign up for multiple plans in case they
have beneficiaries more than 2 and/or living in separate addresses.

The Customer’s engagement with the Alliance Partner shall be governed by all the terms and conditions contained in the Offer including the terms and conditions contained on website of Alliance Partner at https://www.anvayaa.com/terms-and-conditions which are as follows:

1. The Offer is based on Annual Subscription that covers up to 2 Elders residing in same.

2. address and located in India in the services locations of Alliance Partner. Customers can
subscribe to multiple plans..

3. Dedicated 24 x 7 helpline for ICICI Bank account holders with an exclusive microsite to
subscribe & Tailor Make a care plan.

4. Coordination Support/ Services to be available from 8 am - 8 pm. Post 8.00P, support is
available only for SOS/emergency support.

5. Care Manager and 24X7 Call/Chat Support will be given only after registration and
beneficiary updates on the dashboard

6. 24 (Twenty-Four) Personal Care Manager visits (each visit is for maximum of 4 hours)
included per year that can be used for wellbeing, companionship, regular doctor visits, daily
needs help and any other coordination and logistics support.

7. Third party services are all billed at actuals.

8. Delivery of services will be provided in all current operational cities subjected to T&C
mentioned on the website www.anvayaa.com.

9. Special Benefits included in the plan exclusively for ICICI Bank Customers for every year
of subscription during the term of this Offer:

- 2 Master Health Check-up included. Details to be shared once registered
- 2 General Physician visits at home
- 2 Physiotherapy sessions at home
- 2 Virtual doctor Consultations
- 1 Quarterly Nurse visit at home for wellbeing check

10. Other Services included in the Offer
- Unlimited 24x7 Emergency Assistance
? Emergency Medical profiling of the elderly
? One helpline number to call during medical & non-medical emergency
? Care Manager accompanied home and hospital support for coordinating
billing, insurance, discharge etc.
- Virtual Engagement for wellbeing and activity
? Weekly well-being calls from Care team
? Regular webinars on learning and mental wellness, fall prevention, yoga,
food and nutrition, tech frauds etc.
- Payment Care
? Expense Management and Bill payments
? Maintain reimbursement account for managing elders’ home, medical
and other expenses
- Other Services
? Coordinate daily needs to help with Plumber, Carpenter, Mason,
Electrical Home repair and maintenance
? Help with Food and Grocery Delivery etc
? Arrange for Maid / Cook Services
Access to a host of Third Party Services & other PAY & USE Services AT ACTUALS

Dec 31 ,2024

Type of insurance

Term & conditions

Contact (Also refer General conditions listed below)

Personal Accident – Death due to Air Accident

Cover is applicable worldwide.

• Pilots, armed forces, police, air crew are not covered.

• Claim will be payable under one card only for one incident, irrespective of the number of cards held by the customer.

• All claim documents to be submitted within 90 days of claim intimation to IL.

Exclusions:

• On duty Pilots, armed forces, police, air crew are not covered.

• Any act of terrorism is not covered.

• Death due to participation in dangerous sports activities, attempted suicide, self-injury, or under influence of intoxicating liquor or drugs, or any kind of natural death will not get covered in the policy

Contact details & Documentation Requirement for Claiming Insurance:
a. For policy details or for lodging a claim, the customer may contact ICICI Lombard call centre no.18002666, or email customersupport@icicilombard.com .

You can also write at

Retails Claim ICICI LOMBARD GIC
4th Floor, Interface 11
Malad Link Road, Malad (W)
Mumbai – 400 064

Death by Road/ Rail Accident

• Personal Accident covers accidental death due sudden, unforeseen and involuntary event caused by external, visible and violent means.
• Claim under this cover is payable only once irrespective of the number of cards held by the cardholder.
• Claim to be intimated to ICICI LOMBARD within 90 days from the date of intimation to Bank.

Exclusions:-

• On duty armed forces, Military and police are not covered
• Any act of terrorism is not covered.
• Death due to participation in dangerous sports activities, attempted suicide, self injury, or under influence of intoxicating liquor or drugs, or any kind of natural death will not get covered in the policy.

Contact details & Documentation Requirement for Claiming Insurance:
a. For policy details or for lodging a claim, the customer may contact ICICI Lombard call centre no.18002666, or email customersupport@icicilombard.com .

You can also write at

Retails Claim ICICI LOMBARD GIC
4th Floor, Interface 11
Malad Link Road, Malad (W)
Mumbai – 400 064

Lost Card Liability

· Period - 2 days pre-reporting and 7 days post-reporting, including the date of reporting.

· PIN based transaction (ATM, Internet, Telephone etc.) are not covered.

· Pre-delivery fraud is not covered.

· All fraudulent utilization of lost or stolen covered Credit Cards including at point of sale and merchant establishment transactions are covered.

· FIR is to be mandatorily submitted in case of lost card.

Contact details & Documentation Requirement for Claiming Insurance:
a. For policy details or for lodging a claim, the customer may contact ICICI Lombard call centre no.18002666, or email customersupport@icicilombard.com .You can also write at

Retails Claim ICICI LOMBARD GIC
4th Floor, Interface 11
Malad Link Road, Malad (W)
Mumbai – 400 064

Loss of passport & Travel related documents (Visa, Tickets, Etc.)

Covers for reimbursement of expenses incurred in procuring travel related documents namely Passport/ Visa. All cost incurred in procuring including application fees for the lost passport including any travel documents such as Visa in event of a loss.

Exclusion - Loss or theft of passport and travel related documents on account of being left unattended by the Insured

Contact details & Documentation Requirement for Claiming Insurance:
a. For policy details or for lodging a claim, the customer may contact ICICI Lombard call centre no.18002666, or email customersupport@icicilombard.com .You can also write at

Retails Claim ICICI LOMBARD GIC
4th Floor, Interface 11
Malad Link Road, Malad (W)
Mumbai – 400 064

GENERAL TERMS ON INTIMATION OF CLAIM:

Following details are required to register for Insurance claim from ICICI Lombard

INSURED DETAILS:

Policy number :

Insured Name :

DOL( Date of Incidence) :

NOL (with description of incidence with dates)( Nature of loss) :

Insured/Nominee Address with pin code :

Email ID :

Mobile number :

Email: ihealthcare@icicilombard.com; customersupport@icicilombard.com