We offer investments on the following SEBI approved products
Portfolio Management Services
( PMS )
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 12 months and is open to domestic individuals, corporates and NRIs.
Alternative Investment Funds
( AIF )
Samvitti Capital is the sponsor and investment manager to the following Category III AIF funds formed under the Securities and Exchange Board of India Alternative Investment Fund Regulations (2012) :
Samvitti Capital Alternative Investment Fund – This was a three year closed ended long-only AIF. The Fund was benchmarked against the CNX Nifty Index over the life of the fund – a first. This fund is completed its tenure and capital returned to the investors. Over the three year period starting June 2015, this fund outperformed its benchmark by 30%.
Samvitti Capital Alpha Fund – This is an open-ended long-short fund with quarterly redemption which seeks to generate absolute returns by positioning itself on both the long and short side of the markets using various strategies.
For fund documents and other fund information please contact Samvitti Capital Pvt Ltd at investor-relations@samvitticapital.com
Samvitti ActiveInsights
Samvitti ActiveInsights
Samvitti ActiveInsights will provide an actively advised direct equity portfolio for investors looking to compound their money over the long term as per the SEBI IA regulations. The product is suitable for investors who can stay invested in the strategy for atleast 3-5 years and are comfortable with the volatility that equity markets go through. It’s also important to note that as is always the case with equities, there is a possibility of loss of capital. The minimum investment amount for the product would be INR 5 lakhs with an allowance for both SIP of a minimum of 5000 per month or a lumpsum top-up. However, to build a meaningful portfolio with a fair absolute allocation to various stocks the minimum recommended amount for this product is 15-25 lakhs.
Partner with us for yourJourney of Wealth Creation.
SEBI PMS: INP000004847 | SEBI AIF: IN/AIF3/15-16/0182
SEBI RIA REGN NO: INA000019169 | BASL Membership ID: 2164
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