Depository Participant Services

Financial Planning & Wealth Management Services

Karvy is offering comprehensive wealth management solutions for its customers through Karvy Private Wealth (KPW)

We at Karvy Private Wealth (KPW) help you nurture and grow your wealth and achieve your financial goals! Our wealth management offerings are specially designed to meet the unique needs of diverse clients.

Earning, accumulating and growing wealth is an important aspect of an individual’s life. Karvy Private Wealth (KPW) recognises this and assists clients in efficiently managing their investments through comprehensive wealth management products.

We offer an unmatched basket of wealth management investment products that includes debt, equity, mutual funds, alternative investments products such as Private Equity, Real Estate funds, international funds, and real estate. Our offerings cater to a broad audience including business owners, corporate professionals, NRIs, self-employed professionals, retiree, and family office.

Wealth Management in India

Karvy Private Wealth offers you a wide range of investment options, under one roof. Our offerings include:

  • Equity: We help you with equity ideas and execution. Our equity experts proactively research the best stocks in the market and help you take informed decision about your investments. Karvy Private Wealth also offers top-of-the-line Portfolio Management Services for optimized results. Extensive research enables our wealth managers to offer you breakthrough strategies.
  • Debt: At KPW, we offer comprehensive solutions in the fixed income segment. We suggest debt investment options of various tenures and risk-reward profiles suitable to client portfolio. Choose from debt mutual funds, bonds, fixed deposits etc that deliver relatively risk-free returns. In addition to this, our debt portfolio management services enable customers to participate in a wide range of high-yielding debt securities that are focused towards regular income and capital appreciation.
  • Alternate Assets: KPW offers affluent Indians a wide range of Alternative Investment Funds (AIF). These include non-traditional investments such as venture capital funds and start-up funds, private equity funds (particularly real estate private equity funds), and hedge funds. Under alternate assets, we also offer Gold Exchange Traded Funds, Commodities Trading, and International Investment for Indian residents.
  • Real Estate: Through our group concern Karvy Realty (India) Ltd, we assist clients in finding the right property at the right price. We help you invest in the real estate sector through structured transactions that can yield effective returns. Our real estate solutions include direct property purchase of residential property, commercial property and land or plots. Real Estate service is offered through Karvy Realty (India) Ltd.
  • Financing Options: KPW helps clients raise finances for their business and other needs. Financing can be in the form of mortgages, loan against property, lease rental discounting, and home loan. Other financing options include promoter funding and loan against shares and securities.

Advantages of Wealth Management

Karvy through its wealth management company in India offers an array of benefits to its customers.

  • Personalized solutions: Our financial advisors work one-on-one with the client to set up a highly customized investment strategy that considers the various objectives and risks. We arrive at a comprehensive solution after a thorough evaluation of the pros and cons. Our dedicated managers provide you a variety of investment options that are aimed at keeping your capital secure while delivering returns for the future.
  • Cutting edge research: KPW’s in-depth research reports have been widely appreciated by clients. Our delivery and support modules have been fine-tuned over time. Today, our clients have access to online portfolio information, with real-time 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 has enjoyed a high success rate.
  • International operations: To cater to our NRI clients, we commenced operations in Dubai’s. The significant Indian diaspora in the Middle East is keen on participating in India’s growth story. We have a strong team that specialises in offering not only Indian investment products but also local investment products to these customers
  • Widest range of Products: Karvy Private Wealth offers the widest range of products, providing clients a variety of options all through a single contact point. Products include Equities, Debt Instruments, Commodities, Mutual Funds, Insurance, Structured Products, Financial Planning, Real Estate solutions, etc.
  • Product-neutral recommendation: KPW’s recommendations are 100% product-neutral and unbiased because unlike the others, we are neither tied up with any one particular insurance company nor do we have our own mutual funds.

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