Min. Investment: ₹50L
Portfolio Management Services
Portfolio Management Services
Directly managed equity portfolios tailored for your goals.
Product Overview
Samvitti also offers discretionary portfolio management services via its SEBI approved Portfolio Management Services. The objective is to generate positive absolute returns from equities by investing in high quality businesses. The recommended time horizon for this vehicle is at least 36 months and is open to domestic individuals, corporates and NRIs.
Key Offerings & Strategies
Structured highlights defining the portfolio implementation and investment style.
Active Alpha Multicap
The portfolio follows a systematic, model-driven investment approach with active management, and a well-diversified portfolio focused on mid-, small-, and micro-cap stocks.
Long Term Growth
This is a moderate risk investment strategy built with a portfolio of known, high quality and established proven businesses, typically invested in large and large mid-caps.
Fee Calculator
Download our detailed fee calculator to estimate your potential returns and understand our fee structure transparently.
Download Excel CalculatorInvestor Charter & Disclosures
Official regulatory disclosures, statutory documents, and private placement memorandums.
Investor Charter
PMS FAQ
Investor Complaints Data
Sebi COmplaints REdress System (SCORES)
Official regulatory portal link for grievance and dispute resolution.
Online Dispute Resolution Portal (Smart ODR)
Official regulatory portal link for grievance and dispute resolution.
Statutory Disclaimer
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
“Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee performance of the PMS/AIF/RIA or provide any assurance of returns to investors”
There is no assurance or guarantee that the objectives of any of the strategies mentioned will be achieved. Investors are not being offered any guaranteed/assured returns. Past performance of the Portfolio manager/Investment Advisor does not indicate the future performance for any of the strategies. Performance related information provided herein is not verified by SEBI.
The names of the portfolios or schemes or investment vehicles do not in any manner indicate their prospects or return. The investments may not be suited to all categories of investors. Neither the promoters nor any person connected with it, accepts any liability arising from the use of this material. The Portfolio manager/Investment Advisor is not responsible for any loss or shortfall resulting from the operation of the strategy. Recipient shall understand that the aforementioned statements cannot disclose all the risks and characteristics.