wealth review and investment strategy services in India

Wealth Review and Investment Strategy services

Wealth Review and Investment Strategy services*

A comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile. Those looking to maximize returns on their assets would be assisted in executing transactions, and receive periodic updates on portfolio performance.

  • An existing portfolio snapshot first depicts your portfolio allocation at asset level
  • Then, ideal portfolio recommendations are made for recommendations within each asset class
  • A detailed action plan is then made to restructure existing holdings to get the ideal portfolio over time

*the service will be provided by Karvy Investment Advisory Services Limited.

 
Karvy Private Wealth is a division of Karvy Stock Broking Limited having SEBI Registration No. NSE:INB/INF/INE 230770138; BSE:INB/INF 010770130/010770131; MSEI:INE 260770138; DP:IN-DP-175-2015; PMS Regn No.INP000001512
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