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 recommended amount for this product is ₹. 5 lakhs. You can additionally top up a minimum of ₹ . 5000/- p.m. or lumpsum topup amount at any time. The universe for this product will be businesses with a market cap greater than 8000 crores (~1 billion dollars) and will typically be the leading companies in various sectors. There may however be instances where a few smaller companies may be added based on opportunities.
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 IA 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. Past performance of the 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 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.
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SEBI PMS: INP000004847 | SEBI AIF: IN/AIF3/15-16/0182
SEBI RIA REGN NO: INA000019169 | BASL Membership ID: 2164
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