Our Business Segments

In order to ensure each Karvy Private Wealth Client gets the best possible advice, service & product offering, our business is divided into 4 complementing Business Segments. These are

Electus

Electus in Latin means the ‘Chosen few’. Karvy Private Wealth Electus also caters to this set of exclusive Ultra High Net worth clients.Typically clients with investable surplus of more than Rs 5 crore are serviced by this team.

With the right people guiding your wealth in the right direction, there is no limit to what you can achieve. The biggest risk in life for people who run fast is that of running fast in the wrong direction. Karvy Electus provides end-to-end integrated wealth advice, tailor-made to suit your specific needs. The Electus team’s expertise & advice can make that critical difference, helping you enjoy the good life while we take care of your wealth strategies. In this process, we follow a 4-step process & they are

1. Review of your current investments
2. Developing your Wealth Plan
3. Executing your Wealth Plan
4. Reporting & reviewing your Wealth Status

Electus offers a wide array of investment options for you. Every product will act as a building block whether you choose to invest in equity, debt, international funds, structured products, real estate, commodities, art fund or any customised solution that will strengthen your portfolio. We also help clients with significant wealth in building their Family Office to help manage not only their investment but also help them on issues related to Family Governance, Estate & Succession Planning, Philanthropy, Formation of Trusts.

Karvy Private Wealth

The Karvy Private Wealth Business Segment focuses on providing wealth management advisory sources to the High Net worth Individuals with investments ranging from Rs 25lacs to Rs 5 crore. Karvy Private Wealth offers the widest breadth of products and services, providing clients a variety of options through a single contact. The services we provide include Wealth Review & Investment Strategy, Comprehensive Financial Planning, Goal Driven Investing, Risk Management, Property Purchase and Financing, Retiree Services, Family Office Practice, ESOP advisory among others. Along with Advisory Services we also help invest in various Domestic and International Products such as Structured Products, Private Equity, Portfolio Management Services, Equities, Debt Instruments, Commodities, Mutual Funds, Insurance, Real Estate among others.

Our expertise and advice make the critical difference in helping high net worth individuals. Being a neutral advisor and putting clients needs first, ensures our clients get wealth management solutions to manage their hard-earned money and reap the benefits from the investments.

HNI Broking

HNI Broking is a specialized division set up to cater to the equity trading needs of high net worth individuals and corporate clients. Our delivery & support modules have been fine tuned by giving our clients access to online portfolio information, constant updates as well as value added advice on portfolio, sector switches etc. As a Client, you are given the option of either purchasing equities to build your portfolio or availing of our comprehensive trading solution in the cash and F&O segments with online & offline facility. This is backed by in-depth research & analysis from our experienced team.

Our broad equity investment strategies are derived from understanding individual client profiles & risk return expectations. We help you with strategies for investments in equities, trading in derivatives, hedging etc. We constantly monitor your portfolios & suggest portfolio rebalancing from time to time in order to ensure our clients get more out of life.

International Business

Karvy Private Wealth’s International Business team provides wealth management advisory services to the high net-worth individuals who are based outside India (NRs). We offer a suit of specialised services, including access to a wide range of products for investment, research backed advice, customised solutions and facilitation of opening NR focussed bank accounts. We provide opportunities to our International Business clients through an extensive array of investment options in equity, debt, international funds, real estate, commodities or insurance that will strengthen their portfolio.

KPW enables you to relax & enjoy your life. We will do everything to ensure that you get more out of life, while we ensure your financial investments perform in the most optimal manner depending on your investment objectives & the investment classes you would want to invest in.