Karvy iTrust is an integral part of one of India’s largest integrated financial service group, the Karvy Group. The entire group’s strengths are leveraged to provide end-to-end wealth advice to Karvy iTrust clients. For example, salaried clients can receive advice on their personal wealth while also getting their financing needs if any fulfilled from Karvy Finance.
Karvy iTrust offers the widest breadth of products and services, providing clients
a variety of options through a single contact.
The services we offer include Family Office Service, Comprehensive Financial Planning, Wealth Review & Investment Strategy, Goal Driven Investing, Risk Management, Property Purchase and Financing, Retiree Services, ESOP advisory and Tax planning among others.
The Products we advise clients include Direct Equities, Portfolio Management Services, Mutual Funds, Structured Products, Insurance, Real Estate & Real Estate Funds, Debt instruments, Private Equity and Commodities.
We ensure that our recommendations are product-neutral and unbiased because unlike some other players, we are neither tied up with any one particular insurance company nor do we have our own mutual funds.
Set to have business in 20 - 25 cities Karvy iTrust is poised to cater to families and businesses spread across multiple cities in India providing them with combined and integrated advice. For one-off services, if required, we can also leverage KARVY Group’s presence across India.