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.