starting a relationship - Karvy Private Wealth

Wealth Managers - Start a Relationship with our Expert Financial Advisors Team

Starting a Relationship

A new relationship at Karvy Private Wealth begins with a three-phase process spread over a couple of weeks. A Wealth Manager helps you evolve a Financial / Investment Plan, which is validated and fine-tuned and ends with the execution of immediate transactions. This is followed by regular reviewing of your investment portfolio and financial plan.

We typically meet you two times in this process, the first time to show you a rough plan, based on inputs sent by you and the second time to sign-off on the final plan, based on our discussions in the first meeting. After the final meeting, we execute the first set of transactions required to achieve the Plan finalized along with you. Subsequently, we carry out periodic checks of your portfolio and suggest changes, if required.

For fixing an appointment to meet with your Wealth Manager, please fill in your details on the form in the “Contact Us” section. Alternatively you can email us at wealth@karvy.com or call your city’s Karvy Private Wealth office with phone number listed in “Contact Us” section.

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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