What is Wealth Management?

Wealth Management is the management of a client's wealth by a professional trained to get maximum value for the client’s financial assets. An investment advisory discipline, it incorporates various aggregated financial services such as financial planning, investment portfolio management, etc.

How is Karvy Private Wealth different from others?

We provide unbiased advice across a wide range of products and services and help you plan for a more secure financial future. For more details, check out Our Strengths.

What are the services you offer?

We offer a solution that covers Comprehensive Financial Planning, Wealth Review and Investment Strategy, Retirement Planning through Goal-driven Investing, Risk Management & Insurance Planning, Property Purchase & Financing , ESOP Advisory, Equity & F&O Trading, Commodities Trading or any subset of this gamut of services. To learn about each of these services in detail visit our Services page.

Does Karvy Private Wealth have tie-ups with any insurance company?

We are not agents of any one insurance company. We are insurance brokers and can offer you products of any of the insurance companies in India.

Does Karvy Private Wealth have its own mutual fund?

We do not have any mutual fund of our own and neither are we affiliated to any one Mutual Fund AMC. Therefore, we provide unbiased advice on all mutual funds.

Do you guarantee returns?

While we use sophisticated mathematical/statistical tools to allocate your investments among the various asset classes and model the growth in your investment portfolio, it is important to keep in mind the inherent variability in market returns in most asset classes. Thus, we do not guarantee any minimum returns but we do carry out appropriate simulations to provide adequate confidence on achievement of goals and targets.

What is the minimum level of investment required?

There is no prescribed minimum level of investment that we require to start our relationship. However, to gain access to more sophisticated services and privileges, we may require a certain minimum commitment from you.

What is your fee structure?

Our fee structure is a combination of the fee charged for the comprehensive investment advice provided and the commissions that we receive from all the companies in whose products you invest.

Is my information kept confidential?

Yes, completely! We are deeply committed to the confidentiality of your data. We have built in comprehensive processes to ensure that only your Wealth Advisor has access to your data.