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Q: What is ActiveInsights Investment Advisory?
A: ActiveInsights is an advisory product that helps build an active direct portfolio of stocks, aiming to outperform benchmarks in which the clients maintain control by executing trades themselves via our user-friendly mobile application.
Q: How can I add funds or set up a SIP/top-up to my portfolio?
A: You can add funds to your portfolio either through a lump sum investment or a Systematic Investment Plan (SIP). The minimum amount for both options is ₹5,000 per transaction or per month. After transferring the funds to your broker’s account, ...
Q: How does it work?
A: A recommendation will be triggered to the app via Samvitti dashboard. • The recommendations will be notified via Whatsapp, email, app notification & SMS. (Click on the Image to enlarge) • You will be able to see the recommendation in the app and ...
Q: What are the portfolio contents/Investment Philosophy?
A: The portfolio consists of 15-25 stocks selected based on various parameters using proprietary quant model SAMVITTI SATTVA.
Q: What type of companies are recommended?
A: The ActiveInsights portfolio primarily invests in mid and large cap companies, typically with market capitalizations above INR 8,000 crores (~$1 billion), with limited or no exposure to small caps. Investors are advised to keep this in mind while ...