A comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile. Those looking to maximize returns on their assets would be assisted in executing transactions, and receive periodic updates on portfolio performance.

An existing portfolio snapshot first depicts your portfolio allocation at asset level

Then, ideal portfolio recommendations are made for recommendations within each asset class

A detailed action plan is then made to restructure existing holdings to get the ideal portfolio over time

*the service will be provided by Karvy Investment Advisory Services Limited.