Samvitti Capital PMS – Review, Strategies, Returns, Charges & more

Samvitti Capital PMS is a well-known PMS broking agency, mostly because of its performance returns and overall experience.

They are capable of building sound strategies while charging reasonably within the budget. Their overall support and services are mostly satisfactory to most of their customers.

Find detailed review Samvitti Capital Portfolio Management Services below –PMS Offer


Samvitti Capital PMS – Customer Ratings & Review

Find Client ratings of Samvitti Capital Portfolio Management Services –

Ratings
Returns Performance 3.3 / 5
Services 3.1 / 5
Charges 3.2 / 5
Experience 3.4 / 5
Strategies 3.2 / 5
Client Support 3.3 / 5
Overall Ratings 3.3 / 5
Star Ratings ★★★★★

Overview of Samvitti Capital Portfolio Management Services

Find a detailed overview of the Samvitti Capital portfolio management service in the table given below-

Overview
Company Type Private
Registered Location Bangalore, Karnataka
Leadership Prabhakar Kudva
Yr. of Establishment 2014

Samvitti Capital is a private limited company incorporated in the year 2014. The founder of the company, Mr. Prabhakar Kudva, is an energetic man with a vision to reach a staggering height in this industry.

Now, with just five years of operation, they have become one of the trending PMS providers not only in the Bangalore area but all over the country.

Now, we will have a discussion about Samvitti Capital portfolio management service company review, its PMS returns, PMS charges and more.


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Types of Samvitti Capital PMS

There are 2 types of Samvitti Capital Portfolio Management Services –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

It is no surprise that Samvitti Capital PMS offers both Discretionary and Non-Discretionary form of PMS. What’s is fascinating is the efficiency level they display; something their customers simply love about them.


Samvitti Capital PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Samvitti Capital PMS company.

Fund Manager’s Details
Name V. Shivaram Kamath
Experience 25 Yrs.
Highest Qualification CA
AUM (in Cr.) 283 Cr.
Number of Clients 151
Investment Tenure 3-4yrs

Now, here are some essential information about the Funds Manager. His name is V. Shivaram Kamath; age 25, and he is a Chartered Accountant by profession. He has 151 active clients over an Investment Tenure of 3 – 4 years and has an overall AUM of 283 Crores INR.


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Samvitti Capital PMS Strategies

The below table is providing details about the Samvitti Capital portfolio management service strategies-

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

While Samvitti Capital claims they work with all the strategies – Large Cap, Diversified, and Small – Midcap. But there are no reports that they are involved in any Large Cap investment strategies.

They are actively engaged in Small to Midcap investment strategies for the last couple of years. They are also linked with some Diversified Non-Discretionary Portfolio Advisory service as well such as Alternative Investment Fund, Alpha Fund, and Alpha Opportunities Fund.

When it comes to providing PMS services, they typically adopt two strategies:

Long Term Growth

This option is usually long term with an intention to create a high-quality business portfolio. Generally, this option focuses on absolute gains over inflation and meant for an extended period.

While this is a moderate risk investment strategy, the expected return is subtle but not lucrative.

Aggressive Growth

As the name of the strategy suggests, this option take risks which they claim calculative, and create business portfolios based on multi-style strategies.

The strategy mainly focuses on capitalization intended for a rapid-growing and reliable business.


Samvitti Capital PMS Returns / Performance

The below table is giving details about Samvitti Capital PMS returns and performance-

Returns (CAGR)
3 Year 11.5%
5 Year 7.6%
7 Year 11.2%
10 Year 8.5%
11 Year Plus 12.5%

Ultimately, what matters is the Compound Annual Growth Rate (CAGR). Samvitti Capital offers a decent return rate compared to most of its competitors.

For 3 years, they offer a return rate of 11.5%, which is on the higher side, while 7.6% for 5 years, which is just par with the industry standards.

This followed by 11.2% for 7 years, 8.5% for 10 years, and 12.5% for 11+ years, all of which are mostly satisfactory.


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Samvitti Capital PMS Investment Plans

Below the given table is providing details about the Samvitti Capital portfolio management service investment plans.

Investment Plans
Bronze (25L – 50L) Yes
Silver (50L – 1 Cr.) Yes
Gold (1 Cr. – 5 Cr.) Yes
Platinum (5 Cr. Plus) Yes

When we talk about diversified investment plans, Samvitti Capital has it all covered up. They have a Bronze plan, which is their typical starter plan, that ranges between ₹25,00,000 to ₹50,00,000.

Next in line, is the Silver plan, that ranges between ₹50,00,000 to ₹1,00,00,000. The elite Gold plan starts from ₹1,00,00,000 to ₹5,00,00,000.

The last but not the least is the Platinum plan, which starts from ₹5,00,00,000 onwards. The investors need to keep one thing in mind – the better plan they select, the lower the commission rate Samvitti Capital will charge.

So, one should check out the rate of commission levied by them before involving in any plan.


Samvitti Capital PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Samvitti Capital PMS house are as follows-

Commission / Fees Structure
Prepaid Commission Yes
Volume% Commission Yes
Profit Sharing% Commission Yes

Typically, the service fees that Samvitti Capital charges are categorized into three models:


Samvitti Capital PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.13% of Investment
Investment  – 50L – 1 Cr. 1.03% of Investment
Investment – 1 Cr. – 5 Cr. 0.93% of Investment
Investment – 5 Cr. Plus 0.80% of Investment

When the commission or costs incurred by the management is charged before initializing the tenure of the chosen plan, this type of commission model is often referred to as Prepaid Commission.

Typically, the commission rates are lower than other commission payment models. For an investment amount ranging from ₹25,00,000 to ₹50,00,000, the commission percentage would be 1.13% of the invested amount.

Now, for an amount ranging from ₹50,00,000 to ₹1,00,00,000, 1.03% would be the commission percentage.

Similarly, for the amount in between ₹1,00,00,000 to ₹5,00,00,000, the percentage of the commission would be 0.93%, and finally, for the amount anything above ₹5,00,00,000, the rate of commission will be 0.80% of the invested amount.


Samvitti Capital PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.130% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.120% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.110% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.100% of Total Transaction Volume

In the case of Volume% Commission, the rate of commission will be charged based on the total number of the successful transactions completed by the assigned Fund Manager.

Other contributing factors could lead to an increase in the fees; one example is the market volatility. However, investors should be prepared for a high commission pay-out while adapting with this commission payment model.

In case when the transaction volume ranges between ₹25,00,000 to ₹50,00,000, the commission rate would be 0.130% of the total transaction volume, which in the case of that volume fluctuates between ₹50,00,000 to ₹1,00,00,000, that percentage goes down to 0.120% of the total transaction volume.

Now, anything that ranges between ₹1,00,00,000 to ₹5,00,00,000, they charge 0.110% of the total transaction volume. Lastly, if the transaction volume crosses ₹5,00,00,000, then it will be 0.100% of the total transaction volume.


Samvitti Capital PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 20.5% of Profit
Profit Amount – 5L – 10L 19.5% of Profit
Profit Amount – 10L – 50L 18.5% of Profit
Profit Amount – 50L Plus 16.5% of Profit

To put this in a simple way, Profit Sharing% Commissions are paid if the investor earns a certain amount of profit from the invested amount.

This commission model typically involves low risk, while the percentage remains very high. Therefore, it often considered as the most convenient payment model as it depends on the production of the portfolio.

When the profit amount stays between ₹25,00,000 to ₹50,00,000, they charge 20.5% as commission levied on the profit earned.

The same protocol applies if in case, the profit amount ranges from ₹50,00,000 to ₹1,00,00,000, then 19.5% will be the commission percentage levied on the profit earned.

In the case where the profit amount lurks between ₹1,00,00,000 to ₹5,00,00,000, Samvitti Capital charges 18.5%, again billed over the profit earned.

Finally, if the profit amount exceeds ₹5,00,00,000, then they will levy 16.5% as the commission charged on the profit earned.


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Samvitti Capital PMS Charges

The below-given table is giving information about Samvitti Capital Portfolio Management Service Charges-

Charges
Management Fees As per commission model
Upfront Fees 0.59% – 0.79% of Asset Value
Brokerage Charges 0.009% – 0.019% of Total Transaction Value
Custodian Charges 0.19% – 0.29% of Asset Value
Depository Charges 0.19% – 0.29% of Asset Value
Exit Load – within 12 months 0.99% – 1.39% of Withdrawal Value
Exit Load – post 12 months Free

Let us now discuss the fees structure they charge from the investors:

  • We have discussed various commission models like Prepaid Commission, Volume% Commission, and Profit Sharing% Commission that the investors can select.
  • There is an upfront fee that ranges between 0.59% – 0.79% of the total asset value.
  • The brokerage charges, which typically ranges between 0.009% – 0.019% of the total transaction value, is chargeable from the investors.
  • The custodian charges, which is 0.19% – 0.29%; something that is also calculated on the total asset value, are chargeable from the investors.
  • There are depository charges of something in between 0.19% – 0.29% of the total asset value, is also applied to the investors.
  • The exit load fees within 12 months are something in between 0.99% – 1.39% of the total withdrawal value, while the exit load post 12 months is free of cost for the investors.

Samvitti Capital PMS Benefits

Find the details about Samvitti Capital PMS advantages in the table given below-

Benefits / Advantages
Top-up Facility Yes
Back office Reports Yes
Email Update Yes
SMS Update Yes
Watsapp Update No
Portfolio View Yes
Detailed View Yes
Flexible Commission Model Yes
Flexible Investment Plans Yes
Massive Experience Yes

The benefits that Samvitti Capital PMS offers are top-notch:

  • Top-up Facility.
  • Back-office Reports.
  • Email Updates.
  • SMS Updates.
  • Portfolio Views.
  • And more

Samvitti Capital PMS Customer Care

The table given below is showing a detailed view of Samvitti Capital PMS Customer Care.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
Relationship Manager Support Yes
Call to Fund Manager Yes – 8 to 9 Times a month
Issue Resolving TAT 16 working days

The customer care unit is decent enough. They have a satisfactory Call Support and Email Support team. However, no Chat Support or Watsapp Support.

They do provide a dedicated Relationship Manager Support though. They allow up to 8 – 9 times calling to the Fund Manager in a month, and they typically take a maximum of 16 working days to resolve any issue.


Samvitti Capital PMS Conclusion

As we can figure out, Samvitti Capital offers fantastic portfolio management services. The customer response is decent, the offers are lucrative, and the commission fees are reasonable too.

However, some investors complained that the additional charges are higher than other service providers. There are some areas like Whatsapp support, chat support, or low TAT for problem escalating, etc., where they can improve a bit, but overall, they have covered the basics very well.


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