Monday, 15 March 2010

Get more out of life with Karvy Private Wealth

Karvy Private Wealth is a part of the Karvy Group, a leading Financial services provider ranked among the top five in the country in all its business segments focuses on advising and managing wealth of HNIs offering in the cities of Mumbai, Delhi, Hyderabad, Bangalore, Chennai, Kolkatta, Pune and Goa.

While merging private client group and the financial planning group Mr. Parandekar, CEO, mentioned that, “Karvy Private Wealth's initiative will obviously leverage extensively on the 25 year old relationships created by the group. We will also ride on the physical reach of Karvy retail, to rapidly roll out our wealth management services. Being positioned as a third party independent Wealth Advisor and not being tied to any mutual fund, insurance or bank, clearly positions Karvy Private Wealth as a neutral player and brings in an unparalleled level of honesty and trust into the relationship with all our clients. We are putting together a high quality team to help us achieve scale at a rapid pace. Our acquisition of PARK Financial Advisors has provided us with a senior leadership team with quality relevant experience and will also help us accelerate the time to market”.

We at Karvy Private Wealth take pride in offering a wide array of products and services and providing clients a variety of options through a single point contact.

The services we provide include:

* Wealth Review and Investment Strategy;

* Comprehensive Financial Planning;

* Goal Driven Investing;

* Risk Management & insurance Planning;

* Property Purchase & Financing;

* Wealth Planning for Retired Individuals;

* PCG Equity Services;

* PCG Commodity services;

* Family Office Services.

Along with Advisory Services we also help invest in various Domestic and International Products such as Structured Products, Private Equity, Portfolio Management Services, Equities, Debt Instruments, Commodities, Mutual Funds, Insurance, Real Estate among others.

Now, Karvy Private Wealth is on Social Media:Facebook, Twitter, Blog and LinkedIn.

We aim at being the most sought after Wealth Advisor for HNIs in India through building long-term value for Clients, Employees and Partners.

No comments:

Post a Comment