“Money is a very dangerous thing, you have to get know
how to look after it or else you will lose it with ease and remember how you
would've it in hard times.” ― Auliq Ice.
Auliq Ice has rightly spoken about the dangers of
Money! It’s dangerous when you begin to lose track about how you have spent all
the hard earned money. We all know how much blood and sweat goes in making that
every penny all through the year. What most of us fail to understand is;with
changing times the value of your earned money won’t suffice to meet your
growing needs and that’s when Wealth Management steps in!
Wealth Management of course in its own way is very
self-explanatory, but it has those hidden gems; when used rightly will take you
to a different world.
Through this blog we are trying to give you a
different perspective about Wealth Management and how this might prove
beneficial for you all the while making sure that our customers are our top
priority and that nothing can be more important than your satisfaction.
This being our first blog after an interval of few months we would again want to tell the
world a little more about ourselves and start the journey once again;
Simple things like:
1. Who are WE?
2. What’s different about
us?
3. The advantage of doing
business with us!
So we’ll begin with ‘Who are WE’?
Karvy Private Wealth is the wealth management arm of
the Karvy Group. Over the years, Karvy Private Wealth has gathered unrivalled
expertise in providing top notch service delivery along with cutting edge
investment planning.
Based out of Mumbai, Karvy Private Wealth also has
branch offices in New Delhi, Bengaluru, Chennai,Hyderabad, Kolkata, Chandigarh,
Gurgaon and Pune. We aim to be one of the most sought after Wealth Managers for
high net worth individuals in India, through a goal of long-term value creation
for all our clients.
Our approach in building an optimum portfolio for you
brings together the following unique aspects:
What’s Different about
us
- Risk Evaluation: We ascertain your ability and willingness to take risks. As per which we factor your appetite into conservative, moderate or an aggressive investor
- Asset Allocation: Our Wealth Managers then get started on developing a unique asset -allocation strategy for you. They formulate a tactical approach for long term and short term approaches.
- Restructuring of existing portfolio: Here, we review your existing portfolio on assets and individual security levels. We suggest unique combination of products across asset classes.
- Execution: We ensure careful execution of all the transactions through our teams of personal Wealth Managers.
- Reviews and recommendations: Our investment counsellors constantly scrutinize and recommend new investment options depending on market fluctuations.
Advantage of doing Business with us!
- Our experts – a team of personal asset managers at your service: At Karvy Private Wealth excellence comes as standard. The management team consists of professionals with pedigreed academic records and in-depth expertise in the wealth management field. and with the strength of the entire Karvy Group within our reach, you receive full advantage of the industry expertise available exclusively within our group. We are what we repeatedly do, therefore excellence is not an act at Karvy, it’s a habit.
- Maximum choice of products & service: Karvy Private Wealth offers the widest range of products and services, providing clients a variety of options all through a single contact point. Products and services include Equities, Debt Instruments, Commodities, Mutual Funds, Insurance, Structured Products, Financial Planning, Real Estate solutions, etc.
- Product-neutral recommendations: We ensure that our recommendations are 100% product-neutral and unbiased because unlike the others, we are neither tied up with any one particular insurance company nor do we have our own mutual funds.
- All-India presence: With presence in over 400 branches across India, Dubai and New York and an additional 300+ franchisees across the country, we are poised to cater to families and businesses spread across multiple cities in India providing them with combined and integrated solutions.
- Decisions based on scientific and researched based insights: With intensive in-house research carried out across various asset classes and investment products. Rapid responses to changing market conditions. And with individual needs placed at the centre of scientific and calculated tailor-made solutions built for each client, you can trust KPW to take a sound decision with your investment.
- Mutual relationships built on trust: Our successes are a result of a team effort. At Karvy you will benefit from personalized service with multiple face-to-face meetings. Your personal wealth manager has the unique capacity to mobilize the Karvy Group’s leading experts to service your particular needs at anytime. Your journey at a Karvy Private Wealth will always end with a warm handshake and a feeling of mutual trust.
Our blogs are going to be a way of connecting with
people who are interested in learning more about Wealth
Management and how we can add
value to your investments. Till then, Cheers!
To know more about our
products and services click here:http://www.karvywealth.com/
Karvy Group is a leading loans provider delivering superior value to all stakeholders. It is really huge Wealth Management Company
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