Frequently asked questions
Understanding Portfolio Management Services with Samar Asset Management.
PMS is a professional investment service where a dedicated portfolio is managed on behalf of an investor, based on their investment objectives, risk profile, and financial goals.
In PMS, securities are held directly in the investor's demat account and portfolios can be customized. Mutual Funds pool money from multiple investors into a common portfolio managed collectively.
Resident Individuals, NRIs, HUFs, Companies, Trusts, Partnership Firms, LLPs, and other eligible entities can invest in PMS, subject to regulatory requirements.
Samar AMC can offer all 3 types of PMS: 1. Discretionary PMS: the portfolio manager makes all investment decisions on behalf of the investor. 2. Non-Discretionary PMS: the investor retains decision-making authority, while the manager offers recommendations. 3. Advisory PMS: the portfolio manager provides investment advice, but the execution remains with the investor.
As per SEBI regulations, the minimum investment amount in PMS is ₹50 lakh.
Yes. Portfolio Management Services are regulated by the Securities and Exchange Board of India under the SEBI (Portfolio Managers) Regulations.
The onboarding process typically involves KYC verification, execution of PMS agreements, demat and bank account verification, and funding of the investment account. You can open an account directly with us by reaching out at: connect@samarcapital.in
Yes. NRIs can invest in PMS subject to applicable FEMA, RBI, and SEBI regulations.
There are 2 options: Fixed fee model: up to 2.5% p.a. charged monthly. Hybrid fee model: up to 1.5% fixed fee & a variable fee up to 20% over a fixed hurdle rate in the range of 0-15%.
Yes, there is no lock-in for the investment, but there is an exit load as prescribed by SEBI regulations.
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.