NRI Wealth Management in India

Higher Rates of Interest than Regular Bank Deposits Corporate Fixed Deposits are one of the many money raising tools for Companies. Through these, Companies raise money from the public and offer a fixed rate of interest for different tenures. The amount of money which can be raised is decided by the Approving authorities. Wealth Management for Family office Family Offices are institutions that provide multi-generational guidance along with a robust and comprehensive outlook towards your wealth enterprise. Ultra- HNI clients generally demand highly specialized services. Family Offices offer superior expertise on constructing or selecting Alternate Investment portfolios and products. They help in getting rid of mundane tasks and reduce costs in achieving a full balance sheet financial management and investment solution.

Equity Advisory Services in India - Karvy Wealth EQUITY DERIVATIVES: Equity derivative is a class of derivatives whose value is at least partly derived from one or more underlying equity securities. Options and Futures are by far the most common equity derivatives. Options: Options provides the right, but not the obligation, to buy (call options) or sell (put options) a quantity of stock at a set price by an expiration date. Futures: is a contract to deliver shares of a specified stock on a designated date in the future. Futures are a cost effective hedge for open stock positions. An equity derivative's value will fluctuate with changes in its underlying asset's equity, which is usually measured by share price.

New IPOs - List of Latest IPOs & Recently Listed IPOs in India NEW IPOs Get Latest & Recent IPO Information from Primary Stock Market. What is an IPO? Portfolio Management Services in India Managing investments in equities requires time, knowledge, experience and constant monitoring of stock markets. Those who need an expert to help manage their investments, portfolio management services (PMS) comes as an answer. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the entire fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. The benefits of PMS are: Your portfolio is tailored after a thorough research backed by the expertise of the PMS team An experienced team of portfolio managers ensure your portfolio is tracked, monitored, and optimized at all times

Company Fixed Deposit in India Top Fixed Deposits Here is a list of top company fixed deposits based on interest rates, credit ratings, etc. You can also view all available term or fixed deposits running at this point in time. Karvy NPS Pension Fund Managers (PFMs) There are eight Pension Fund Managers (PFMs) registered under NPS where the details are provided below: Birla Sun Life Pension Management Limited HDFC Pension Management company Limited ICICI prudential Pension Funds Management Company Limited Kotak Mahindra Pension Fund Limited LIC Pension Fund Limited. Reliance Capital Pension Fund Limited SBI Pension Funds Private Limited UTI Retirement solutions Limited. Their functions are management of NPS funds as per the stipulated investment guidelines of PFRDA which are described as follows: Receipt of funds from Trustee Bank and investment thereof as per subscribers’ preference.

latest-ncds Latest NCDs NCD & Bonds Bonds/ NCD’s are the products offered by various private and public sector corporates through public issues or on private placement basis. Karvy NPS Trustee Bank Axis Bank: They are the interface for Nodal office and Pension Fund Managers (PFMs) for receipt and transfer of funds. Their functions include: Receipt of funds from Nodal Offices for contribution deposit and reconciliation thereof with the details uploaded in the CRA system. Transfer of funds to PFMs as per settlement instructions from CRA. On withdrawal, transfer of funds to Subscriber’s bank account (lump-sum portion of withdrawal) On withdrawal, transfer of funds to ASP (the annuitized portion)

About PMS Portfolio Management Services are ideal for High Net Worth Individuals or Institutions who wish to opt for personalized management of their finances. A team of expert professionals conduct extensive research on markets to provide a customized solution for achieving unique investment objectives. This ensures the optimal selection of investment opportunities within an asset class and active monitoring for optimized results. Investors have the access to track their portfolios at all times. NPS Trust - National Pension System Trust by PFRDA Oversight and regulation of TB, PFMs and Custodian The National Pension System Trust was established by PFRDA on 27th February, 2008 with the execution of the NPS Trust Deed. The NPS Trust has been set up and constituted for taking care of the assets and funds under the National Pension System (NPS) in the interest of the beneficiaries (subscribers). Individual NPS subscribers shall be the beneficiaries of the NPS Trust. The NPS funds are managed by the Board of Trustees to realize and fulfill the objectives of the NPS Trust in the exclusive interest of the Subscribers.

Mutual Funds Meaning - Know What is Mutual Fund & Its Types Mutual fund is a unique investment pooling entity which enables investors to invest in a wide range of securities through a single platform. Mutual Funds are excellent for long-term wealth creation. However, with more and more funds flooding the market, the task of selecting the most suitable scheme for you gets even more complicated. At Karvy value, selecting a scheme is a child’s play as we guide you through this maze and make sure that your investments are backed by our quality research. We, at Karvy help you to reach your goals by offering: Karvy CRA is the Central Recordkeeping Agency Performing Record Keeping for NPS in India Karvy Computershare Private Limited: Their functions include registration and interface with all intermediaries and recording all transactions as provided below: Registration of Nodal Offices and Subscribers Running settlement on upload of contribution details by Nodal Offices and funds receipt confirmation by Trustee Banks. Settlement instructions to Trustee Banks to transfer funds to PFMs. Processing change requests / withdrawals Instructions to Trustee Banks/PFMs/ASPs on withdrawal Providing interface to subscribers for checking status of applications/grievances etc. and providing SoT to the subscribers. कार्वी कम्‍पयुटरशेयर प्राइवेट लिमिटेड : पंजीकरण करना तथा सभी मध्‍यवर्तियों के बीच इंटरफेस के रूप में कार्य करना और नीचे दिये गये सभी संव्‍यवहारों के अभिलेख रखना