Q: When does Samvitti start sending investment recommendations to clients?

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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: Can Samvitti execute trade recommendations on my behalf if I am unavailable?

  A: We do not provide execution services. If you are unavailable, please notify us via email when you are ready to execute trades, and we will promptly share the necessary recommendations.

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

  A: There is no exit load concept here and the investment is within your control and not ours. You can close the agreement by giving an appropriate notice of 30days in prior as mentioned in the agreement.