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Karvy PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

The scam at the broking unit has damaged the reputation of the Karvy group as a whole. Karvy PMS is nonetheless sub-scale and not differentiated enough to recommend investments in.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (377cr) | Promoter Category (Broker)

PMS Background

Karvy PMS is the PMS arm of the Karvy Group.

Reputation of Karvy has been tarnished due the scam at their broking unit.

PMS Investment Philosophy

Karvy PMS does not have a PMS level investment philosophy, with philosophy being driven at a scheme level itself.

Inv Team

Investment Team

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

No items found

Returns as of 31-May-24.

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