Direct Equity Investments

Karvy Private Wealth assists you with equity ideas and execution of your direct equity investment decisions. Our equity specialists proactively research the most performing stocks and help you make informed decisions in order to build a healthy equity portfolio.

The investment criteria we use to judge includes a combination of global and domestic macro-economic analysis and thorough fundamental research. Our research evaluates the fundamental financial strength of companies, sectors and investment themes.


Equity Portfolio Management Services

Take advantage of our professional recommendations and sound investing principles through our top-of-the line Portfolio Management Services (PMS). Extensive research and in-depth analysis of the market in real time go into making these strategies. This ensures the most prudent and data driven stock selection and active monitoring for optimized results. Investors are also provided with an all time access to track their portfolios. An optional non-discretionary PMS brings tailor-made solutions to your investment requirements.

  • LARGE CAP: Our Large cap offering invests in opportunities created by the Indian growth story for steady compounding growth. This is achieved by constructing a portfolio of stocks diversified across sectors that seek Alpha through superior stock selection. The strategy generates superior returns by investing in high conviction ideas.
  • MIDCAP: Our mid cap offering is a focused portfolio of fundamentally strong emerging businesses and companies. These are usually aspiring leaders in their respective field of operations whose stocks are available at reasonable value. These stocks add superior returns to investment portfolios.
  • HIGH VALUE: High value portfolios need research driven customized advice to meet unique objectives. Here we understand your point of view on picking stocks and bring in the expertise of the portfolio manager to together create a winning strategy. This is a diversified equity portfolio with a control on risk to minimize downside. Different strategies generate returns at different time periods.

Equity Mutual Funds

Our in-house research team picks the right funds in alignment with your long term financial objectives. Our investment criteria’s include the stature and track record of the fund, the fund house and the fund manager.

  • Bluechip: A category in diversified equity funds in which major exposure is into the large cap domain. This product is suitable for long term wealth creation with a buy and hold approach.
  • Core Diversified: Core diversified equity funds have higher exposure to large cap stocks. These funds also take small exposure in mid cap stocks so as to generate more returns.
  • Mid and Small Cap: Mid and Small cap funds add a lot of diversity to the portfolio and are capable of offering above-average returns when the markets are rising. At the same time, this category are more prone to volatility when markets tank.
  • Balanced: Balanced funds are equity oriented hybrid funds which has around 60%-65% of the portfolio in equity and rest in debt. These funds give capital growth and are a medium to long term investment.
  • Sector or Thematic funds: Investing in the stocks of only select sectors or industries. The returns in these funds are dependent on the performance of the respective sectors or industries. For eg: Banking, FMCG, Pharmaceuticals, I.T. etc. Thematic funds invest in multiple sectors and stocks pertaining to a specific theme.
  • Arbitrage: Arbitrage fund is a type of mutual fund that leverages the price differential in the cash and derivatives market to generate returns. This product is suitable for investors who are seeking to generate low volatility returns over short to medium term.
  • ELSS: Equity Linked Savings Schemes (ELSS) is an open-ended Equity Mutual Fund that doesn't just help you save tax, but also gives you an opportunity to grow your money. It qualifies for tax exemptions under section (u/s) 80C of the Indian Income Tax Act,1961
  • ETF: An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks. An ETF holds assets such as stocks, commodities and bonds. The return and risk on ETF is directly related to the underlying index or asset.

Equity Derivatives and Intraday Trading

Equity derivative is a class of derivatives whose value is at least partly derived from one or more underlying equity securities. Options and Futures are by far the most common equity derivatives.

  • Options: Options provides the right, but not the obligation, to buy (call options) or sell (put options) a quantity of stock at a set price by an expiration date.
  • Futures: is a contract to deliver shares of a specified stock on a designated date in the future. Futures are a cost effective hedge for open stock positions.

An equity derivative's value will fluctuate with changes in its underlying asset's equity, which is usually measured by share price.

Buying and selling of a security within a single trading day. With proactive strategies developed by our experienced analysts, Karvy enables you to enter and exit trades with pinpoint accuracy.


Structured Products (Equity linked)

Structured Products are market linked investments instruments which have a payout linked to the performance of underlying assets such as equities or commodities. They possess unique risk-return profile that allows a certain level of principal protection option. Also since it is customized to a specific market view, it provides enhanced returns. All these unique advantages come with principal protection option.

Karvy Private Wealth is a division of Karvy Stock Broking Limited having SEBI registration No : INZ000172733; NSDL and CDSL – SEBI Registration No: IN-DP-175-2015; PMS Registration No.: INP000001512.
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