Charulata Shetty

Asst. Manager at Karvy Private Wealth - , Maharashtra, India

Charulata Shetty's Colleagues at Karvy Private Wealth

Koustab Sabui

Senior Wealth Manager

Contact Koustab Sabui

Anand Radhakrishnan

Associate Vice President

Contact Anand Radhakrishnan

Prakash Kunder

Manager- Client Acquisition (Sales & Marketing)

Contact Prakash Kunder

View All Charulata Shetty's Colleagues

Charulata Shetty's Contact Details

Email (Verified)
***@karvywealth.com

Get Charulata Shetty's Email Address

Mobile Number
(XXX) XXX-XXXX

Get Charulata Shetty's Mobile Number

HQ
["022-33055000"]

Location
Thane,Maharashtra,India

Company
Karvy Private Wealth

Charulata Shetty's Company Details

Karvy Private Wealth

, Maharashtra, India • 51 - 200 Employees
Investment Management

Karvy Private Wealth is the Wealth Management arm of the 25-year-old KARVY Group and focuses on providing wealth management advisory services to HNIs and Business Families.All our investment recommendations are backed by intense in-house research, tailor-made for you. Our framework takes into account your unique circumstances and financial personality for recommending an asset allocation and portfolio design, specific to your needs.Our Services:We offer end to end integrated Wealth Management service, starting from your ideal asset allocation to identifying optimal products for you, to helping you execute those transactions and finally in regularly reviewing the performance of your portfolio.* 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.See Disclaimer: http://bit.ly/8ZKJW8

Details about Karvy Private Wealth

Frequently Asked Questions about Charulata Shetty

Charulata Shetty currently works for Karvy Private Wealth.

Charulata Shetty's role at Karvy Private Wealth is Asst. Manager.

Charulata Shetty's email address is ***@karvywealth.com. To view Charulata Shetty's full email address, please signup to ConnectPlex.

Charulata Shetty works in the Investment Management industry.

Charulata Shetty's colleagues at Karvy Private Wealth are Deen Swami, Ganesh Pshs, Honey Jain, Koustab Sabui, Suchita Saraf, Anand Radhakrishnan, Prakash Kunder and others.

Charulata Shetty's phone number is ["022-33055000"]