As a successful self-employed professional, you have made your mark as a respected lawyer, doctor, architect, chartered accountant, designer, or a freelance consultant. Having established yourself by your hard work, you typically have a small to medium size organization employing anywhere from 2 to 50 people, or work on consulting basis with hospitals, fashion houses, etc.
Immersed in building your own commercial set-up, you have thoroughly enjoyed the experience. Yet you may realise that you haven’t paid enough attention to taking care of your personal wealth. Personal finances are a necessary evil for you and possibly, you remember them when working on your taxes for the year. In the past few years, you might have been besieged by calls from your savings bank managers asking you to move your funds from savings banks into new mutual fund offers or fixed deposits. You may have even dabbled in shares and made money from it.
Yet there are times you wish you could consult a trust-worthy professional to provide long-term advice on personal finances, someone who is backed by a robust senior management team and who is going to stick with you through thick and thin.
Read our case study to discover how Karvy Private Wealth can make a difference.