Investor disclosures
Key regulatory documents for Portfolio Management Services.
Disclosure Document
SEBI-prescribed PMS Disclosure Document.
Investor Charter
Rights, responsibilities and service standards for investors.
Fee Illustration
Worked illustration of fees under the fixed and hybrid models.
Direct Onboarding Process
How to onboard directly, without a distributor.
Disclosure documents will be published here once our SEBI application is filed.
Samar Asset Management Private Limited is proposing to undertake Portfolio Management Services, subject to grant of registration by SEBI. The information on this website is for general information and regulatory application purposes only and shall not be construed as an offer, solicitation, recommendation or onboarding for Portfolio Management Services until the company obtains the requisite SEBI registration.