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.
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Fund Snapshot
About Fund Manager
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.
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.
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.
- 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.
- 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.
Why AIF&PMS Experts?
Over 350 investors
have invested in
our process
Over ₹500 crores
have been invested using
our process
Trusted by
investors across
10 countries
Over 15,000 investors
use our tools before
deciding to invest
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.
