Q: What is the exit load if I want to withdraw or close the agreement with Samvitti Investment Advisory?

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• 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advance fee will be refunded on a pro-rata basis (from the date of withdrawal to the account anniversary) only if the withdrawn amount is part of the original capital on which the fee was charged.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: 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: When does Samvitti start sending investment recommendations to clients?

  A: We begin sending investment recommendations on the same working day after receiving the Account opening charges and Advance advisory fees for one year from the investor.

• 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.