Samar Asset Management

Investor disclosures

Key regulatory documents for Portfolio Management Services.

Disclosure Document

SEBI-prescribed PMS Disclosure Document.

Coming Soon

Investor Charter

Rights, responsibilities and service standards for investors.

PDF ↓

Fee Illustration

Worked illustration of fees under the fixed and hybrid models.

XLSX ↓

Direct Onboarding Process

How to onboard directly, without a distributor.

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The Disclosure Document 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.