mutual fund review investment strategy

Mutual Fund Review & Investment Strategy

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.

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.
back to top