Q: What type of companies are recommended?

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 evaluating their risk appetite as well as performance expectations. Our stock selection process utilizes proprietary models incorporating the following key aspects:
• Price
• Volume
• Market Environment
• Sectoral Tailwinds
• News-flow
• Earnings

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    • Q: What is the price that would be recommended to buy the said stocks?

      A: We typically recommend buying the stocks at the market price to ensure timely execution of the order once the recommendations are triggered.

    • 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: 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 ...

    • Q: Do I have the discretion to reject any recommendation?

      A: As per investment advisory agreement, investors have the discretion to ignore any specific advice, however given the portfolio approach taken, it is recommended that they follow all advice and allocation as recommended to avoid sub-optimal ...

    • Q: Will I get contract notes for all my trades?

      A: Yes, you will get the contract notes of all the trades, recommended by us and also the trades which you have placed personally through your broking app.