Mutual Funds

At Karvy Private Wealth, our focus is on planning your investments in a way that they help you prioritize and contribute to various goals in your life and at the same time induce the essential discipline in your investing habits.

Optimal portfolios are designed to minimize risk through refined diversification and asset allocation. We analyse your existing investment portfolio and study the individual product holdings in your portfolio. Depending on your goals, investment horizon and risk profile, Portfolio Restructuring is carried out based on extensive research across all categories of funds and their performance over the years, in various market phases. We ensure that we help you choose the best investment option that suits your requirement.

We help you reach your goals by offering products of 30+ AMCs, research reports on recommended products, our views on new and forthcoming products (NFOs), latest news on mutual funds and expert views on the same, customized mutual fund portfolios, portfolio restructuring & rebalancing depending on changing market outlook and evolving trends. At Karvy Private Wealth, you can choose from a variety of funds depending on how long you would like to park your funds and the level of volatility with which you are comfortable.

Equity Oriented Funds

These funds invest in equities and equity related instruments. They cover a wide universe of themes and strategies and are classified as Diversified Funds, Index funds, Sector Funds, Focused Funds, Mid-cap funds and others.

Debt Funds

These funds invest only in debt instruments and are the ideal option for investors who are averse to the idea of taking the risk associated with equities. We help you invest in Income funds, Floating rate funds, Gilt funds, Liquid funds and others based on your investment horizon.

Balanced funds

These funds invest in both debt and equity. As a result, they fall between equity and debt funds on the risk-return ladder. Balanced funds are the ideal mutual fund vehicle for investors who prefer spreading their risk across various instruments.

Liquid Funds

Liquid funds usually invest in call money markets and other money market instruments such as commercial papers (CPs), certificate of deposit (CDs) and Treasury bills. These funds usually hold papers of less than one year maturity.

Arbitrage Funds

These funds invest in equities, derivatives and money markets to benefit from arbitrage opportunities. The benefit from these funds is best enjoyed during volatile markets due to the stability in the investment strategy of such schemes.

Innovative Funds

Karvy Private Wealth also brings to you the ease of investing in new and innovative products available across the globe backed by our quality research.