Wealth Review and Investment Strategy services at Karvy Private Wealth consist of a comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile. Our wealth advisors suggest optimal re-allocation of your portfolio to address your current objectives as well as to benefit from new opportunities when they arise.
Who is this suitable for?
- Investors looking for a wide array of investment options and product-neutral advice
- Investors with large portfolios and who are looking to continuously diversify their wealth across asset classes
- Investors looking to make use of specific opportunities to maximize risk adjusted returns on their assets
What does it cover?
- Assess the risk taking ability and willingness of the prospective customer.
- Understand customer’s current investments across debt, equity, realty, PMS, structured products and other asset classes.
- Recommend an asset allocation suitable to customer needs.
- Recommend specific mutual fund schemes, portfolio management schemes, real estate investments — funds and properties and suggest direct equity investment ideas regularly.
- Execute the transactions from time to time.
- Provide periodic updates on portfolio performance and conduct portfolio rebalancing as required.
- Recommend changes in mutual fund schemes and PMS schemes where the performance is not up to the mark.
- Suggest investment themes and ideas from time to time – covering sectors, new fund offers, asset classes.
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* Wealth Review & Investment Strategy Services are being offered through Karvy Capital.