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Group Sites
Karvy Online
Karvy Distribution
Karvy Comtrade Ltd.
Karvy Private Wealth
Karvy Financial Services Ltd.
Karvy Realty(India) Ltd.
Karvy Capital Ltd.
Karvy Insurance Repository
Karvy Forex & Currency Private Ltd.
Karvy Data Management Services Ltd.
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Contact Us
Call Us Toll Free 1800 425 8282
Call Us Toll Free 1800 425 8282
Home > Private Wealth Management
Private Wealth Management
Wealth & Advisory:
  • Investment & Goal Planning
  • Client Risk Profiling
  • Global Strategy Definition
  • Bespoke portfolio modelling
Client On-Boarding:
  • Group / Family / Client creation
  • Client account creation
  • Client document upload & validation
Order & Trade Management:
  • Discretionary order entry
  • Non-discretionary & executioner entry
  • Pool order entry & allocation
  • Secondary market deal
Reconciliation & MIS:
  • Stock / Bank / DEMAT Reconciliation
  • Regulatory reporting
  • Client-wise stock valuation
  • Client / Benchmark XIRR
Prospect Management:
  • Prospect creation
  • Assignment to an advisor
  • Capturing sales force interactions
  • Opportunity management & tracking
Investment Accounting:
  • Accounting rule definition
  • Ledger account creation
  • Automated entries
  • Manual journal entries
Revenue Management:
  • Asset class-wise revenue definition
  • Setup, loads, performance fees
  • Definition of brokerage cycles
  • Revenue receivables v/s actuals
  • Deviation calculation & reports
Client Reports:
  • Portfolio statement
  • Transaction History report
  • Capital Gains statement
  • Profit and Loss statement
  • Balance Sheet
  • Generation of invoices for fees