Soma Shekar's Contact Details

Soma Shekar'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