Samvitti PMS or Portfolio Management – Returns, Charges, Support & more
Samvitti PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.
With a rich legacy of trust and expertise, Samvitti Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.
In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.
| Total AUM | Rs.1,043.24 Cr. |
| Avg. 1 Year Return | 39.91% |
| Active Clients | 205 |
| No. of Strategies | 3 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 10 Years |
Samvitti PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Samvitti Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
Samvitti PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Samvitti Portfolio Management Services
Check out various strategies or Investment approaches provided by Samvitti Portfolio Managers.
| Strategy Name | PMS Active Alpha Multicap | PMS Long Term Growth | PMS Aggressive Growth |
| Start Date | 13-Apr-21 | 10-Nov-15 | 23-Oct-15 |
| Category | Multi Cap | Large & Mid Cap | Large & Mid Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | 60 | 111 | Not Disclosed |
| 1 Yr. Return | 102.40% | 34.76% | 79.52% |
| 3 Yr. Return | NA | 21.18% | 29.52% |
| 5 Yr. Return | NA | 18.71% | 20.00% |
| Fund Manager | Mr. Prabhakar Kudva | Mr. Prabhakar Kudva | Mr. Prabhakar Kudva |
Top Fund Managers of Samvitti PMS
#1
#2
#3
#4
#5
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Investment Facilities provided by Samvitti Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Samvitti Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Samvitti PMS Dashboard Link
Web Platform
Samvitti PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Samvitti Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Samvitti PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Samvitti Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof