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

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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: 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advance fee will be refunded on a pro-rata basis (from the date of withdrawal to the account anniversary) only if the withdrawn amount is part of the original capital on which the fee was charged.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: 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: 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: Why is there a difference in the portfolio value between the Samvitti Tattv app and the broker app?

  A: The Samvitti Tattv app includes the advisory fee (₹5,00,000 + ₹9600), whereas the broker app reflects only the invested amount and available cash in the funds tab. Additionally: • The Samvitti Tattv app updates portfolio values daily using the ...