business segments of Karvy private wealth - Financial planning company

Our Business Segments

In order to ensure each Karvy Private Wealth Client gets the best possible solutions, service & product offering, our business is divided into 4 complementing Business Segments. These are

Electus in Latin means the ‘Chosen few’. Karvy Private Wealth Electus also caters to this set of exclusive Ultra High Net worth clients.Typically clients with investable surplus of more than Rs 5 crore are serviced by this team.

With the right people guiding your wealth in the right direction, there is no limit to what you can achieve. The biggest risk in life for people who run fast is that of running fast in the wrong direction. Karvy Electus provides end-to-end integrated wealth solutions, tailor-made to suit your specific needs. The Electus team’s expertise & solutions can make that critical difference, helping you enjoy the good life while we take care of your wealth strategies. In this process, we follow a 4-step process & they are

  • Review of your current investments*
  • Developing your Wealth Plan*
  • Executing your Wealth Plan*
  • Reporting & reviewing your Wealth Status*

*Provided by Karvy Investment Advisory Services Ltd.

Electus offers a wide array of investment options for you. Every product will act as a building block whether you choose to invest in equity, debt, international funds, structured products, real estate, commodities, art fund or any customised solution that will strengthen your portfolio. We also help clients with significant wealth in building their Family Office to help manage not only their investment but also help them on issues related to Family Governance, Estate & Succession Planning, Philanthropy, Formation of Trusts.

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.
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