Karvy Financial Planning & Business development model
Structured Products, Features ,Types and Comparison with other Products
Future Outlook, Challenges and Opportunities
Experience and Recommendations
10 reasons why Karvy.
1979 1985 1990 1993 1995 1997 2000 2001 2003 2004 Inception Corporate Registry Services Stock Broking Services Financial Products Distribution Corporate Financial Services Depository Services IT Enabled Services Personal Finance Advisory Services Debt Market Services Karvy Global Services 2005 PCG group of Hongkong has taken 20% stake in KSBL JV with Australian Computershare 2008 Largest financial product distributor.
Team of experts working towards your financial future
Giving you valuable insights through different techniques like ratio analysis, net-worth analysis, open risk position, etc.
Tailor-made recommendations for you
Plan Process Pre-Plan Interaction Actual Plan Making Product specific recommendation through research support Follow-Up
Stage 3 Plan Process Pre-Plan Interaction Actual Plan Making Product specific recommendation through research support Follow-Up Real Estate Tax Planning Mutual Funds Insurance Commodities F&O Equities Research support
Structured Products are one of the most practical and recently developed vehicles of wealth management.
Security low return Risk high return Optional Part Fixed Income Part
100%. 80%. 20%. 65%. Performance Linked Component. Fixed-Income Component. Fixed-Income Component. Performance Linked Component. According to the market evolution. Guranteed. Returns: It varies according to the performance of the underlying assets.
Return linked to the value of an asset or level of an index
Fixed term-both capital and return.
Can be sold before maturity but return may be less.
Structured notes: Equity linked, Multi assets linked, Commodity linked, FX linked, Precious metal linked notes etc.
One touch deposit
Wedding cake deposit
Options & lending
Comparison of Structured Products with other Traditional Products. Basis of Comparison/ Products. Structured Products. Equity Shares/Stocks. Mutual Funds. Debts/FD/NSC/KVP. Bank Deposits. Alternative Investments. Investment Objectives. Capital Protected and better return than other Investments. To get maximum /highest return in quick time. To get high return in respect to Bank Deposit and NSC etc. Capital Security and Good return, whether market is favorable or not. Lowest Return But Capital Safe. In Future Investment Value will rise or to have Capital Gain. Risk Profile. Capital Protected if held till Maturity, So No Risk. Highly Risky due to dependency on capital and stock market. Risky, NAV Depends on Market Fluctuations. No Risk. No Risk. Somewhat Risk is there, especially in Gold Investment. Time Horizon. Lock in period is there. Full Tenure For Capital Protection and return. No Lock in Period in Existing one, but yes in New issued ones. Lock in Period is there in Close ended funds. No Lock in Period, But Return Differs. No Lock in Period. No Lock in Period. Profiles of Investors. Mostly HNIs All Clients, But for those who take high risk and want better and sooner return. Individuals who want to take less risk and better return than normal savings. Who don’t want to take risk and wants good return than normal savings. Normal No Risk taker Investors. HNIs who takes some risk on future predictions of market. Future Outlook. Huge, Research Analysts Predicting $ 180 Billion market Pretty well, but investors are more averse to it right now Good for individuals, small Investors, market growing at 26 %annually Somehow Stagnant Still Growing High Growth future Prospects
Attended presentation by SUPERFUND, an MNC based in Singapore on structured products.
Karvy should tap both organized and unorganized market on a large scale.
Karvy should improve its after sales service & tap the existing customer base of Karvy.
Karvy should make its website more attractive, user friendly and informative.
Karvy can advertise regarding wealth management, financial planning and structured products as many people don’t have idea about it.
There is need to make the people aware of financial planning and PMS, WM difference.
To consider the service charges as most companies to attract customers give discounts.
Different pricing for different income range can be introduced
Among the Top 3 Depository Participants Amongst the Top 5 Stock Brokers Largest Network of Branches & Business Associates ISO 9002 certified operations by DNV Adjudged as one of The Top 50 IT Users in India by MIS Asia Full fledged IT driven operations Largest Independent Distributor for Financial Products Amongst Top 10 Investment Bankers India’s #1 Registrar & Securities Transfer Agent