Karvy Private Wealth Philosophy

Our Philosophy

The business principles on which KARVY was founded are the drivers behind our providing clients with the best in class services. These business principles act as guidelines for us in delivering excellence and integrity across our operations.

  • Client’s interests: What is good for our clients is good for us

    We measure our success by the asset appreciation of clients at a given level of risk.

    We have an arm’s length relationship with all our product partners – the client’s needs dictate the exact product. No product reputation is bigger than the client’s needs and no partner relations dearer than returns on the client’s assets.

    We strive to have the most diverse set of choices for clients in terms of investment options; each client has different needs and each optimal asset allocation mix will be different.

  • People passion

    Our wealth solution are the collective sum of outputs of each member of our team. We ensure that all members of our team have sufficient aptitude, are trained well and motivated enough to keep on performing at their best

  • Aligned Partners

    We have cordial relations with all product partners and they respect us for our keeping our client’s interests first. We also value the contribution of our partners in technology, marketing, and organization building and strive to be fair in our dealings with them – they, too, are completely soaked in our Clients-first culture.

  • Competition

    With the organized Indian wealth management sector being in its nascent phase, we welcome all serious competition. We respect the abundant talent pool in India and believe that only that talent which is aligned with the client’s interests will be able to create value for shareholders. We do not match short-term revenue generating tactics of any competitor.

  • Compliance and Ethics

    Ethics and compliance at KARVY are non-negotiable areas. We uphold them to the highest degree in all our interactions.

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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