Karvy Private Wealth

Alternative Investment Funds (AIF’s) can be viewed as including any investment that is not a traditional investment. Typically, traditional investments include  equities,  fixed income, or  real estate. ALTERNATIVE INVESTMENT FUNDS AIF’s can be classified in to the following three categories Category 1: (Venture Capital Funds) Start-up / Early stage funds, Infrastructure funds. These are those AIFs which are positive and beneficial to the Indian economy and enhance growth. Hence these funds receive incentives or concessions by SEBI or the government of India. Such funds generally invest in start-ups or early stage ventures, social ventures, SME’s, infrastructure or other sectors which are considered socially or economically important for the country. Start up funds / early stage funds: Venture Capital Fund falls under Category 1 of the AIF regulations and is an investment fund that manages money from investors seeking private equity stakes in start-up an...

Karvy Private Wealth, offer comprehensive solutions in the fixed income segment. We suggest debt investment options of various tenures and risk-reward profiles suitable to your portfolio. DEBT MUTUAL FUNDS ·       Gilt Funds:  Gilt Funds invest in government securities of medium to long-term maturities. There is no risk of default and liquidity is considerably higher in case of government securities. ·       Income Funds:  Income funds are total return products, which means, the return is made up of both interest income and capital appreciation or depreciation, depending upon profits or losses. The value of bond held in a long term portfolio, changes with changes in interest rates. ·       Monthly Income Plans:  Monthly Income Plans are debt oriented hybrid funds which has around 70%-85% of the portfolio in debt and rest in equity ·       Liquid Funds:  L...

Karvy Private Wealth offers   comprehensive solutions in the fixed income segment.It   suggest debt investment options of various tenures and risk-reward profiles suitable to your portfolio. DEBT MUTUAL FUNDS ·          Gilt Funds:  Gilt Funds invest in government securities of medium to long-term maturities. There is no risk of default and liquidity is considerably higher in case of government securities. ·          Income Funds:  Income funds are total return products, which means, the return is made up of both interest income and capital appreciation or depreciation, depending upon profits or losses. The value of bond held in a long term portfolio, changes with changes in interest rates. ·          Monthly Income Plans:  Monthly Income Plans are debt oriented hybrid funds which has around 70%-85% of the portfolio in debt and rest ...

The rise of portfolio management services in India - As per a study, more and more Indian investors are seeking the services offered by portfolio management companies. The financial year ending 2017-2018, has witnessed a 50% increase in the number of investors opting for such professional services. Portfolio management services In India is seen as one of the best investment options which is apparent from this growth. These managers chalk up various definitive stratagems that have proven to benefit individuals looking to increase their funds strategically. How do portfolio managers work? Portfolio managers invest directly in securities through a few focused portfolios. The managers do not pool the total assets of the investors into a single large pool (a practice adopted by mutual fund platforms), but maintain every account separately and independently. That said the securities invested in, for different individual portfolios, are usually similar. In FY 2017-18, the size of the a...