It
is not how exotic your portfolio is but how well it is structured to meet your
objectives and give you regular returns whatever the economic environment.
Karvy, with over 25 years’ expertise in the financial
markets, is offering comprehensive wealth management solutions for its
customers through Karvy Private Wealth (KPW). Our wealth managers provide
direction to a client’s financial decisions, enabling him achieve his financial
and life goals. As a wealth manager, we collate the relevant financial
information and life goals of the client, assess his risk tolerance level,
examine his current financial status, and identify a strategy to fulfill his
goals.
Wealth management is an all-encompassing service, providing
comprehensive research-based advisory along with convenient and personalized
investment execution. KPW offers an unmatched product basket, ranging from
debt, equity, mutual funds, insurance, derivatives, commodities, structured
products, international funds, art funds and real estate. It is a unique
service aimed at transforming clients’ dreams into reality.
KPW
was set up to cater to HNIs, keeping in mind that they require a different kind
of financial planning and management. Our services include planning and
protection of finances, planning of business and retirement needs, and a host
of other services, which will help augment their existing as well as future
finances and lifestyle. We combine a hard-nosed business approach with a soft
touch of personalized attention and dedicated customer care.
Our
research reports have been widely appreciated by the HNI segment. The delivery
and support modules have been fine-tuned by giving our clients access to online
portfolio information, constant updates on their portfolios as well as
value-added advice on portfolio churning, sector switches, etc. Moreover, the
investment recommendations given by our research team in the cash market have
enjoyed a high success rate.
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