Q: What is ActiveInsights Investment Advisory?

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• Q: Can existing Mutual Fund holders with Samvitti open an Investment Advisory Account?

  A: No, as per current Securities and Exchange Board of India (SEBI) regulations, mutual fund regular mode investors are not permitted to invest in ActiveInsights. However, the mutual fund investors with direct mode can invest in ActiveInsights ...

• Q: What is the initial amount of investment?

  A: The initial amount of investment for ActiveInsights Advisory would be INR 5,00,000.

• Q: Can existing PMS account holders with Samvitti open an Investment Advisory Account?

  A: Yes, existing PMS account holders with Samvitti can open an Investment Advisory Account.

• Q: Is advisory fee refunded if I withdraw part of my investment?

  A: In case of partial withdrawals, the advance fee will be refunded on a pro-rata basis (from the date of withdrawal to the account anniversary) only if the withdrawn amount is part of the original capital on which the fee was charged. Example 1: If ...

• 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 ...