Retiree Wealth Review and Investment Strategy services* A comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile. Those looking to maximize returns on their assets would be assisted in executing transactions, and receive periodic updates on portfolio performance. An existing portfolio snapshot first depicts your portfolio allocation at asset level Then, ideal portfolio recommendations are made for recommendations within each asset class A detailed action plan is then made to restructure existing holdings to get the ideal portfolio over time *the service will be provided by Karvy Investment Advisory Services Limited. 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. Mutual Fund Review & Investment Strategy* Existing mutual fund portfolio analysis Recommendations on restructuring of existing portfolio holdings (Hold/Sell/Increase/Decrease) Portfolio summary after accounting for the recommended restructuring *the service will be provided by Karvy Investment Advisory Services Limited. Wealth Planning for Retired Individuals* Retired individuals or those close to retirement can take advantage of our expert retirement planning services. First we make a thorough analysis of your financial profile then, a need-based analysis assuming life expectancy, inflation, medical contingency to derive a retirement corpus Recommendations are then made to fulfill the gap in the required corpus size and actual corpus size Finally the right asset allocation strategy is suggested for regular income and capital appreciation in the longer run *the service will be provided by Karvy Investment Advisory Services Limited. Business Owner Products Services CORPORATE PROFESSIONAL Products Services NRI Products Services SELF EMPLOYED PROFESSIONAL Products Services RETIREE Products Services FAMILY OFFICE Products Services The World This Week - 19th to 24th Oct, 2015 The World This Week 12th to 16th Oct, 2015 Karvy Wealth League - Infographic The World This Week - 05th to 10th Oct, 2015 The World This Week 28th Sept - 2nd Oct, 2015
