About Us

Karvy iTrust is a part of Karvy Private Wealth – the wealth management arm of Karvy Group. Karvy iTrust solely focuses on wealth management advisory services to high net worth individuals. It provides a spectrum of innovative solutions to privileged individuals who need wealth management solutions to effectively manage their hard-earned fortunes.

Karvy iTrust’s expertise and advice makes the critical difference in helping high net worth individuals invest and reap the benefits from the investments.

Our Aspiration

Karvy iTrust aims to be the most sought after Wealth Advisor for high net worth individuals in India, through long-term value creation for Clients, Employees and Partners.

Our Game Plan

Karvy iTrust is building a world-class wealth management business through high quality and honest advice emerging from incisive research, breadth of product suite and product neutrality. This advice is delivered by Wealth Advisors who understand the specific aspirations of each individual client.

Our Operating Philosophy

The business principles on which KARVY Group was founded are the drivers behind our providing clients with the best in class services. These business principles act as guidelines for us in delivering excellence and integrity across our operations.

Client’s interests: What is good for our clients is good for us

We measure our success by the asset appreciation of clients at a given level of risk. New assets coming under management will continue to come in as long as we are making existing assets grow well.

We strive to have the most diverse set of choices for clients in terms of investment options; each client has different needs and each optimal asset allocation mix will be different.

People passion

Our wealth advice is the collective sum of outputs of each member of our team. We ensure that all members of our team have sufficient aptitude, are trained well and motivated enough to keep on performing at their best.

Aligned Partners

We have cordial relations with all product partners and they respect us for our keeping our client’s interests first. We also value the contribution of our partners in technology, marketing, and organization building and strive to be fair in our dealings with them – they, too, are completely soaked in our Clients-first culture.

Competition

With the organized Indian wealth management sector being in its nascent phase, we welcome all serious competition. We respect the abundant talent pool in India and believe that only that talent which is aligned with the client’s interests will be able to create value for shareholders. We do not match short-term revenue generating tactics of any competitor.

Compliance and Ethics

Ethics and compliance at KARVY are non-negotiable areas. We uphold them to the highest degree in all our interactions.