‘Wealth Review and Investment Planning’ involves the following process:
1) Financial Profiling: First and the most significant step in understanding your risk 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 investments in your current portfolio. It consists of a broad portfolio level asset allocation. 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 a strategic asset allocation is 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 for you is one part and to execute it is the second part. This is an execution step. Wherein we offer you execution capabilities for all strategies we suggest.
For better performance the action plan is further divided into two broad categories. The Macro plan and the Micro plan, both dealing with the portfolio at different levels of detail.
In the Macro Action plan the portfolio is planned on a sector based level whereas in the Micro action plan the portfolio is planned at the product level.
The wealth review is a key step towards achieving your financial goals.
Email: wealth@karvy.com, SMS ‘HNI’ to 56767 or visit us at www.karvywealth.com
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