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.
Portfolio Schemes
K-Sensible
Objective
The objective of the K-Sensible Plan is
to provide long-term returns by following a disciplined
and focused approach to investments. This is guided by
two doctrines – capital preservation and generate steady
long-term returns.
Strategy
Long-term investing
Top-down and bottom-up approach
Focus on companies which qualify in the three key attributes –
Management,
Business and Valuation
Adequate diversification to mitigate risks
Maintain reasonable liquidity
Ideal for
Investors seeking steady long-term returns
Investment horizon between two to three years
Low portfolio turnover
K-Aggressive
Objective
The objective of the K-Aggressive Plan is to provide a
balance between growth, safety and returns. This is achieved by investing in
well-researched companies and employing a strategy of systematic profit
booking.
In our stock selection process we continue to focus on companies which
qualify in the three key attributes – Management, Business and Valuation.
Strategy
Medium to long-term investing
Top-down and bottom-up approach
Judicious mix of growth and value stocks
Systematic profit booking
Adequate diversification to mitigate risks
Maintain reasonable liquidity
Ideal for
Investors seeking gains from systematic profit booking
Investment horizon between one to two years
Medium portfolio turnover
K-Energetic
Objective
The objective of the K-Energetic Plan
is to provide returns by following an aggressive style
of investing which entails higher risks.
Strategy
Higher proportion of mid cap stocks
Short to medium-term investing
Stock specific approach to capture triggers which could yield higher
returns
Adequate diversification to mitigate risks
Maintain reasonable liquidity
Ideal for
Investors with high risk profile and seeking short to medium term returns
