Our services include Portfolio Advisory Services and Financial Planning Services, tailored to meet your unique financial needs

• At Karvin Capital, we offer a comprehensive portfolio advisory service directly investing in equities of publicly listed entities, designed to suit the diverse needs of our clients. Our expert team collaborates closely with you to identify investment opportunities that align with your unique goals and risk tolerance, ensuring your assets grow in a manner that meets your specific objective.
• We provide customized solutions that empower you to take control of your finances and enjoy peace of mind, knowing that your investments are carefully managed to achieve your long-term goals.
• Our expertise enables us to develop a tailored investment strategy and asset allocation plan that is tailored to your specific needs.

• • Our portfolio advisory services are ideal for clients with an investable surplus of Rs 50 million or more.

• • We employ an active management approach, continuously monitoring and adjusting your portfolio to ensure it remains aligned with your goals and risk tolerance.

• • We closely monitor your portfolio on regular basis to ensure it remains on track to meet your objectives.

• • We conduct quarterly reviews to assess your portfolio’s performance and make any necessary adjustments to ensure it continues to align with your goals and risk tolerance.

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• Every individual pursuing similar financial objectives may navigate distinct paths due to varying needs, goals, risk preferences, and perspectives.
• As a goal-centric advisory service, our emphasis lies in meticulous planning rather than product acquisition. Our commitment is to grasp your priorities, align them with your objectives, risk tolerance, and preferred investment avenues, ensuring a disciplined approach tailored to your financial aspirations.
• Based on detailed risk profiling and a thorough understanding of your goals, cash flows, and risk tolerance, a clear and comprehensive asset allocation strategy is recommended. This strategy outlines investments in mutual funds, appropriate insurance coverage, measured exposure to real estate and precious metals, as well as other investment instruments, all designed to help you achieve your financial objectives while managing risk effectively.

Suitability:

• • It is suitable for all working professionals and individuals who look to organize their long-term wealth creation.

Fees:

• • One-time fixed fee of 1% on restructuring of entire asset pool; that needs to be aligned with their respective suitable wealth creation plans.