With Karvy Private Wealth's "Wealth Review and Investment Strategy" your future is secure

For every dream to come true there needs to be a plan. You may dream of a World Tour or may plan to just ensure your child's future. Your Wealth is the key to fulfilling these goals. You NEED a proper strategy that ensures maximum potential of your wealth. Reviewing your current wealth and assets will be the first step towards formulating the plan.

Karvy Private Wealth is your ideal partner for undertaking your "Wealth Review and Investment Strategy".

We are associated with wide range of products which gives us the neutrality while advising our clients. Furthermore, the research prowess and the analytical strength of the Karvy Group ensures that you get solid & dependable advice.

Wealth Review and Investment Strategy service covers the following:

* Investment objective statement
* Detailed review of current investments
* Strategic asset allocation for better performance and risk management
* Specific investment options in each asset class
* Tax-optimization strategies.

Steps in Reviewing your Wealth: Its a four-step process.

1) Financial Profiling: First and the most significant step in understanding your profile and appetite. This is also the stage where we determine your goals from your wealth. This step culminates with the creation of Investment Objective statement.

2) Analysis of Existing Portfolio: This step is basically about analyzing your current investment portfolio. An analysis of any complex investment will also be done such as concentrated holdings in any one company or significant real estate holdings, etc.

3) Designing the Ideal portfolio: In this step Karvy expert advisor's will design a strategic asset allocation determined for you. The main aim of this stage is to draw an overall picture to arrive at an optimal portfolio allocation.

4) The Action Plan: To design a strategy is only the beginning, implementing them is the real important step. This is an execution step. Karvy Private Wealth also offers you execution capabilities for all strategies we suggest.

Contact us today and we will help you make your dreams come true.