Samvitti Capital

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Samvitti Capital

Samvitti Capital is a wealth management firm promoted by Mr. Shivaram Kamath, Mr. Athul Kudva and Mr. Prabhakar Kudva. Samvitti is an investment management firm built at the intersection of financial theory and practical experience. They invest on behalf of clients, ranging from HNIs to corporates and family offices, with a commitment to help them generate wealth by filtering out market noise to identify and isolate what matters most. By implementing ideas that stand up to rigorous testing, and focusing on a deep study of businesses, practical insights, and leveraging technology, intuition, and risk management, Samvitti’s expertise is sought by investors to meet their financial challenges.

How is SAMVITTI PMS different?

– Samvitti operates with discount brokers, paying flat fees per order.

– They manage their own domain and risk management, resulting in negligible brokerage costs that benefit their investors.

– They employ a 1.5-20 fee structure, where performance fees are calculated after accounting for all portfolio-related costs.

– Investors have the option to choose a 2.5% fixed management fee with no performance fee.

– Portfolio performance is shared daily on a (t+1 basis) via their mobile app.

– Detailed reports are provided monthly, quarterly, or upon request.

Why Choose Samvitti?

  • Proven Experience
    -Combined investing experience of over 40 years managing funds in various capacities across various bull and bear cycles.
    -Currently managing an AUM of INR ~1500 crores.
  • Unmatched Pedigree
    -Developed a comprehensive database of companies, sectors, and management, refined over multiple market cycles.
    -Strong technology foundation in the financial domain: Using tech to uncover ideas and ensure optimal execution.
    -Aligned interests: Our net worth is invested in the products we manage.
    -No conflicts with third parties and no broker relationships, ensuring no unnecessary churn; we profit only when the portfolio performs well.
  • Best-in-class Performance
    -A sector and earnings-driven approach to finding the best stocks to own in every market cycle.
    -Indicative names identified before markets re-rated them: Bajaj Finance (~10x), ( Page Industries (~8x), Repco Home Finance (~5x), GruhFinance (~3x), Hawkins Cooker (~8x), Indusind Bank (~3x), Apar (~3x), Mazdock(~4x) to name a few.

Fund Snapshot

Portfolio Portfolio Management Services
Minimum Investment 50 lakhs
Set up Charges Actuals, typically~ INR 5k
Fund Management Fee 1.5% with Performance fee
or
2.5% without Performance fee
Hurdle for performance fee (with high watermark, post all fees ) 10%
Profit Sharing percentage above the hurdle rate 20%
Other Charges Statutory and other charges as applicable + any operational expenses directly attributable to the fund.
Redemption For variable fee structure, an exit load of 3% for the first year only, post 1 year no exit load.30 days’ notice to plan redemption.
An exit load percentage is established at 3%, 2%, and 1% for the first, second, and third year, respectively, with no exit load applicable thereafter the third year.

FAQ:

What is the ideal time horizon for my investment?

The ideal time horizon for an equity portfolio investment should be at least three years. Equities tend to be cyclical, and returns can be inconsistent over shorter periods. Their Portfolio Management Schemes are specifically designed with a long-term perspective in mind. Therefore, they will align their investments with the objectives of each scheme to optimize returns over the long term.

Does the Portfolio Management Service have any lock-in period?

No

Under whose name are the investments held?

a) In the Portfolio Management Service (PMS), all investments will be held in your name, in a demat account that will be opened specifically for PMS purposes.

b) There is no lock-in period for the Portfolio Management Service. However, if you choose to redeem your investment within the first year, an exit load of 2% of the Assets Under Management (AUM) will apply. After the first year, no exit load will be charged, and you may redeem your investments at any time by giving us a 30-day notice to facilitate efficient position exits.

Meet the Investment Team

Athul Kudva – Chief Executive Officer

Athul Kudva, currently serving as Chief Executive Officer, is an engineer from the National Institute of Technology, Karnataka. Prior to co-founding Omnesys, a firm specializing in scalable order and risk management software for traders and brokers nationwide, he briefly worked at Tata Motors. Omnesys gained significant recognition in the industry and was eventually acquired by Thomson Reuters, a prominent media and information conglomerate, in 2013.
With over 25 years of experience in the financial markets, Athul Kudva is renowned for his astute investment strategies and active trading. His expertise spans the development of quantitative systems and tools, crucial to Samvitti’s fund management operations.

Shivaram Kamath – Director

Shivaram Kamath, a Chartered Accountant by profession, brings over 35 years of experience in the investment world. He has deep roots in the capital markets and has been an active member of the Mangalore Stock Exchange. His extensive experience spans through numerous market cycles since the 1980s, providing valuable insights into stock analysis, sector trends, and management track records.

Prabhakar Kudva – Director

Prabhakar Kudva is one of the co-founders of Samvitti and has been passionately involved in the market for more than 15 years. His investment approach centers on identifying high-growth businesses that have the potential to scaleup. Recognized as one of (Association of International Wealth Management of India) AIWMI’s 40 under 40 Investment Managers, Prabhakar blends expertise in computer science and business management with practical market insights. With a background in computer science and business management, Prabhakar combines technology and market expertise to consistently achieve outstanding returns.

Build Your Investment Portfolio- Choose Your Strategy

The allocation of investable funds between the two schemes is determined by the investor in consultation with the fund manager.

  1. Long Term Scheme
    – Focuses on established businesses with moderate but steady growth.
    – Provides stability to the portfolio.
    – High confidence in delivering returns.
    – Typically includes large-cap and large mid-cap stocks.
  1. Active Alpha Scheme
    – Targets businesses thriving in the current environment and poised for multi-year high growth.
    – Aims for high growth potential.
    – Confidence in achieving high returns.
    – Primarily consists of mid-cap, small-cap, and micro-cap stocks that are performing well and benefiting from favorable business conditions.
    – Risks: More susceptible to economic and business shocks due to smaller size, mitigated by diversification.
    – Known for identifying potential multi-baggers.
Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

ASK India Select Portfolio

AMC Name: ASK Investment Managers Ltd Inc Date: 4-Jan-10
Multi Cap
(PMS)
2,808 Strategy 5.80 10.60 15.30 22.70 6.50 12.90 13.50 17.30 15.70
S&P BSE 500 8.00 12.40 18.50 26.50 15.20 20.40 17.60 16.10 12.80

ASK Indian Entrepreneur Portfolio

AMC Name: ASK Investment Managers Ltd Inc Date: 25-Jan-10
Multi Cap
(PMS)
18,959 Strategy 3.70 7.20 10.00 20.50 5.00 13.80 14.80 18.40 17.60
BSE 500-TRI 8.00 12.40 18.50 26.50 15.20 20.40 17.60 16.10 13.10

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.