Equity Investment

Karvy Private Wealth offers the option of purchasing equities to build your portfolio or to avail of our comprehensive trading solutions in the cash and F&O segments, with an online and offline facility. Our experienced team of Research Analysts and Advisors guide you with appropriate customised solutions, backed by in-depth research. 

Our broad equity investment strategies are derived from understanding individual client profiles and risk-return expectations. We constantly help you with strategies for investments in equities, trading in derivatives, hedging etc. We constantly monitor your portfolios and suggest portfolio rebalancing based on the quality of stocks and your risk appetite.

Portfolio clean-up

We offer comprehensive evaluation and clean up of your existing equity portfolio. Backed by our research of the market, specific sectors and stocks, we can help you not only construct a model equity portfolio, but also manage a legacy portfolio actively.

Stock pick ideas

Our analysts cover major sectors in detail, regularly providing you with stock pick ideas that we believe can be winners over a few months to a year’s timeframe.

PMS and NDPMS

Investing in equities requires time, knowledge and constantly monitoring the market. Discretionary Portfolio Management Service (PMS) is the answer to those who need an expert to help manage their investments. The benefits of PMS are:

• Your portfolio is tailored after a thorough research backed by the expertise of the PMS team
• An experienced team of portfolio managers ensure your portfolio is tracked, monitored, and optimized at all times

Non-Discretionary PMS is a consultative and transparent method of investing. With NDPMS, the investor is always consulted and informed of all investment decisions, giving you total control of the portfolio.

Third Party Portfolio Management Services

We help build up your personalised portfolio to serve your critical investment needs. Our third party PMS offering provides you with specialised services that have the support of enhanced tools and greater flexibility.