About Us

Who We Are

Karvy Private Wealth

Karvy Private Wealth, the distribution arm of the Karvy Group, is a much sought after distributor and referrer for high net worth individuals in India because of its demonstrated ability to create paradigm-changing long term value for clients. Over the years, we have gained unrivalled expertise in providing top-notch service delivery along with cutting-edge investment offerings.

Karvy Private Wealth is based in Mumbai, with primary offices located in New Delhi, Bengaluru, Chennai, Hyderabad, Kolkata, Chandigarh, Gurgaon and Pune.

The Karvy Group

In the three decades since its inception, the Karvy Group has established itself as one the leading and most trusted integrated financial services companies in the country. Our pan-India footprint is unmatched, with more than 400 offices, and a franchisee network of nearly 500. Karvy also has satellite offices overseas, in North America, the Far East and the UAE.

The Karvy Group serves 70 million customers and 1,000 of the biggest corporations in India through its various businesses such as, Investment Banking, and Non-Banking Financial Services (NBFC).

Our Aspiration

Karvy Private Wealth aims to be the most sought-after partner and guiding force for high net worth individuals in India, creating long-term value for clients, employees and partners.

Our vision is to start with onshore solutions, building up NRI solutions and, evolve to provide offshore solutions globally.

Our Game Plan

Karvy Private Wealth is building a world-class wealth management business through referral and distribution of well researched financial products and a diversified product suite with breadth, and product neutrality. These solutions are delivered by professionals who understand the specific investment aspirations and goals of each client.

Our Strengths

Leveraging the breadth of Karvy Group’s businesses

Karvy Private Wealth is part of the Karvy Group, an integrated financial services group. The entire group’s strengths are leveraged to provide end-to-end wealth solutions to Karvy Private Wealth clients. For example, SME clients can receive solutions for their personal wealth while also getting investment banking services from Karvy’s Investment-banking arm.

Maximum choice of products and services

Karvy Private Wealth showcases a very wide range of products and services of Karvy entities as well as other service providers, thus giving a variety of options through a single contact. Investors have the choice of equities, debt instruments, commodities, mutual funds, insurance, structured products, portfolio management, Alternative Investment Funds, etc.

Product-neutral recommendations

We ensure that investment options and products showcased by us to the client are unbiased and suffice the clients requirements. This is because, unlike other players, we have an open architecture and strong unbiased selections process for the financial products.

All-India presence

We are functional in 29 cities, to provide combined and integrated solutions to families and businesses across India. For one-off services, we can leverage the Karvy Group’s presence in 400 cities.

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