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      In today's intricate and volatile market your investment requires constant monitoring and attention. The demand made on your time and energy by other business may not leave you with capacity to attend to your personal portfolio with the degree of care you deem appropriate. We at KARVY understand your situation and offer PMS services taking the same level of care and attention you would devote to monitoring your portfolio.

GreenWallet is an endeavour specially designed by Karvy to enhance the wealth of a niche segment of investors. This service primarily meant for HNIs (High Networth Individuals) offers customers a wide range of schemes. These unique schemes seek to achieve higher returns through broad based participation in equity markets. This is achieved by creating a diversified equity portfolio of small, medium and large capitalized companies.
About Portfolio Management Services


WHAT IS PMS?
  • PMS gives investors access to an institutional process of money management
  • Provides a customized solution by matching the unique circumstances and objectives of each investor.
  • Wealth creation based on disciplined investment process is the crux of PMS
  • Effective diversification helps reduce portfolio volatility and enhances risk-adjusted returns over long term
  • PMS gives investor direct ownership of the individual securities in the portfolio

BENEFITS OF PMS

Professional Management
The service provides professional management of equity portfolios designed to deliver consistent long-term performance while identifying and controlling risks.

Continued Monitoring
We at Karvy understand the need to constantly monitor your portfolios and bring in periodic changes to optimize the results.

Research Support
A research team responsible for establishing our investment strategy and providing us real time information backs our portfolio managers.

Identifying Investor Objectives
The foundation of every financially sound portfolio is the ability to identify one’s investment objective. It’s a process that requires expertise. Karvy provides every investor a Relationship manager who comes with the required expertise and experience to understand an investor’s financial goals.

Hassle free operation
Karvy ensures investors enjoy healthy portfolios without having to involve themselves personally in monitoring and maintaining them. We provide you with a customized service. All the administrative aspects of your portfolio is taken care of by us for you.

Transparency
A dedicated website allows you access to all information relating to your investment. You will also receive quarterly account performance statement on the overall status of the portfolio and Karvy research reports.
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Sebi PMS Registration No:INP000001512