Karvy Private Wealth

Mumbai, India Founded: 2010 • Age: 16 yrs
Offers comprehensive wealth management, investment advisory, and financial planning services.

About Karvy Private Wealth

Karvy Private Wealth is a Financial Services company based in Mumbai (India) founded in 2010. It offers comprehensive wealth management, investment advisory, and financial planning services. It operates on a B2C model. Its focus areas include Finance, Wealth Management, Investment Advisory and Financial Planning. Similar companies include UTI Mutual Fund, 360 One and Sundaram Finance; 1 of its 3 listed similar companies has raised funding.

Company details

Karvy Private Wealth, based in Mumbai, focuses on finance, managing wealth portfolios, offering investment advisory, and providing financial planning. Offers comprehensive wealth management, investment advisory, and financial planning services. The company prioritizes operational excellence, innovation, and customer-centric approaches for success.

Operational Areas

People of Karvy Private Wealth

7 people are tracked at Karvy Private Wealth (4 in leadership, 3 in team).

NameRoleGroup
Abhijit Bhave
CEOLeadership
V. Srinivasan
Head OperationsLeadership
Chandrahas Shetty
Head of Human ResourcesLeadership
Sneha Shah
Head Of Program ManagementLeadership
Priyanka Verma
Branch Service ManagerTeam
Sangeetha Surjith S
Deputy ManagerTeam
Anand Ved
Manager Wealth OperationsTeam
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Similar companies to Karvy Private Wealth

Karvy Private Wealth has 3 listed similar companies in our database, 1 of them funded. They include UTI Mutual Fund, 360 One and Sundaram Finance.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
utimf.com2001Mumbai, India$142.4M1,468
Mutual funds, portfolio management, and retirement planning services are offered.
360.one2008Mumbai, India65
Asset and wealth management software is provided for businesses.
sundaramfinance.in1954Chennai, India8,285
Provider of consumer & SME loans and equipment & vehicle leasing services
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Detailed similar companies of Karvy Private Wealth

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Web traffic of Karvy Private Wealth

Websites that share an audience with Karvy Private Wealth (karvywealth.com).

Similar websites

Websites whose visitors overlap most with Karvy Private Wealth. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
karvy.com
84%
7.5K#2,063,319View details
karvyonline.com
73%
7.7K#3,112,670View details
kdms.in
70%
1.4K#11,271,555View details
karvyfinance.com
64%
View details

Top companies in Investment Banks

2 companies that operate in the same segment as Karvy Private Wealth (Investment Banks) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Ambit is recognized as a leading provider of financial advice and capital in India.
1997Mumbai, Maharashtra, IndiaUSD 39.09 MUSD 116.66 M104
Commercial bank
1911Mumbai, Maharashtra, India
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Related news about Karvy Private Wealth

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Frequently Asked Questions about Karvy Private Wealth

Karvy Private Wealth was founded in 2010.

Karvy Private Wealth is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.

Karvy Private Wealth, based in Mumbai, focuses on finance, managing wealth portfolios, offering investment advisory, and providing financial planning. Offers comprehensive wealth management, investment advisory, and financial planning services. The company prioritizes operational excellence, innovation, and customer-centric approaches for success.

Karvy Private Wealth's top competitors include UTI Mutual Fund, Sundaram Finance and 360 One.

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