equity review and investment strategy in india

Equity Review & Investment Strategy

Equity Review & Investment Strategy*

  • An existing equity portfolio analysis is made to show allocations across sectors and market cap
  • Recommendations are made on restructuring of existing portfolio holdings (Hold/Sell/Increase/Decrease)
  • A thorough portfolio summary is created after the recommended restructuring

*the service will be provided by Karvy Investment Advisory Services Limited.

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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