While working for renowned companies throughout your career, you are likely to have become a privileged customer with a private bank and made some investments on the advice of your ‘personal banker’. Your portfolio typically includes life insurance, mutual funds along with stocks and fixed deposits.
At this stage of life you look back and realise that though your corporate journey has reaped many a reward for your company, you have been too busy to work on your own wealth. It is time to consult a specialist for research-backed advice that makes your money work as hard as you are. Our extensive array of products has something for your portfolio’s diverse needs.
Read our case study to discover how Karvy Private Wealth can make a difference.
When you have succeeded in life one realises there are no longer any secrets to success. It is a result of prudent preparation and hard work. As a self-made entrepreneur, you have set the example by entering into new ventures, running a successful enterprise with a turnover of anywhere between Rs. 5 crore to Rs. 1000 crore p.a., or have added value to your family business.
Over the years, you may have been injecting a part of your savings back into your business, while ‘parking’ the rest in stock markets, mutual funds and possibly, even structured products. As an entrepreneur, you look for returns and liquidity simultaneously from your investments.
Unfortunately, your investments have been constrained by the well-wishing advice of your CA or friends or possibly, even some bank’s relationship manager or stockbroker. You sometimes feel that you may be taking some risk by not spending time on enough research and by investing in only specific mutual funds or stocks recommended to you.
Karvy Private Wealth synergizes offerings from its different arms to advise you on both your personal wealth and business too. Watch our customised portfolio advisory services and investment advice grow your wealth, in a way that you truly deserve.
Read our case study to discover how Karvy Private Wealth can make a difference.
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.
You hardly have any complaints in life having retired from service or after handing over the reins or responsibility of your business to the next generation.
When it comes to managing your hard-earned personal wealth, you think that fixed deposits, senior citizen certificates and mutual funds are the only practical avenues of investment. You have followed most of your friends in deciding where to put your monies and possibly, have been more risk-taking than some of them in that you invest in the stock market as well to some extent.
Though dismayed by the 2008 market crash you are glad that a portion of your funds is in deposits and bonds. However, you wonder if the returns are good enough to take care of the rest of your life while increasing your savings? Sometimes you think, “Am I missing a window of opportunity in 2009?” Karvy Private Wealth provides you a range of services that ensure that you tap every possible opportunity to leverage your portfolio.
Read our case study to discover how Karvy Private Wealth can make a difference.
