Q: What are the portfolio contents/Investment Philosophy?

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• Q: What is the difference between Investment Advisory and Portfolio Management Services?

  A: In PMS, the Portfolio Manager manages the entire portfolio, including decision-making and execution. In advisory, the investor executes trades based on advice, using their own discretion.

• Q: Where can I view my portfolio in the app?

  A: You can view your complete portfolio by navigating to the “Composition” tab on selecting “Investment Summary.” Here, you’ll be able to : • View all your holdings along with their current market value. • Track the performance of each investment ...

• Q: What investment benchmarks do you use?

  A: At ActiveInsights, we utilize one of India's most comprehensive equity indices as our performance benchmarks: BSE500TRI The benchmarks have been carefully selected to provide a broad and representative measure of the Indian equity market ...

• 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: Can I partially sell my portfolio?

  A: Yes, you have the flexibility to sell a portion of your portfolio holdings. You may inform us via email to support_ia@samvitticapital.com and we can assist with proportionate selling. Please note that only the trades made through our app are ...