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In today's intricate and volatile market your investment
requires constant monitoring and attention. The demand made
on your time and energy by other business may not leave you
with capacity to attend to your personal portfolio with the
degree of care you deem appropriate. We at KARVY understand
your situation and offer PMS services taking the same level
of care and attention you would devote to monitoring your
portfolio.
GreenWallet is an endeavour specially designed by
Karvy to enhance the wealth of a niche segment of investors.
This service primarily meant for HNIs (High Networth
Individuals) offers customers a wide range of schemes. These
unique schemes seek to achieve higher returns through broad
based participation in equity markets. This is achieved by
creating a diversified equity portfolio of small, medium and
large capitalized companies. |
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Fees Structure
With Profit Sharing |
Management Fees |
1% p.a |
Hurdle Rate |
10% p.a. |
Return Base Fee |
20% (charged on returns above the
hurdle rate) |
Brokerage charges |
0.5% for all transactions at actual |
- Withdrawal earlier than 12 months,
- 1% for profit sharing model levied on the funds or securities
withdrawn on full year basis
- Other incidental charges/fees/duties/ taxes & custodial
charges will be borne by the client
Without Profit Sharing |
Management Fees |
2.5% p.a |
Hurdle Rate |
Nil |
Return Base Fee |
Nil |
Brokerage charges |
0.5% for all transactions at actual |
- Withdrawal earlier than 12 months,
- A charge of 2.5% for non-profit sharing levied on the funds
or securities withdrawn on full year basis and
- Other incidental charges/fees/duties/ taxes & custodial
charges will be borne by the client
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