A disciplined approach
Bespoke portfolio solutions crafted around your investment objectives, risk profile, and long-term financial aspirations.
Our investment philosophy
We design thoughtfully diversified portfolios tailored to investors seeking long-term growth, combining strategic asset allocation, rigorous research, and prudent risk management to deliver consistent, risk-adjusted outcomes.
Long-term wealth creation through disciplined and research-driven investing.
Focus on capital preservation, diversification, and sustainable risk-adjusted returns.
Commitment to consistency and a long-term perspective across market cycles.
INVESTMENT
APPROACHES
Growth Horizon Strategy
An aggressive portfolio to achieve long-term capital appreciation by investing predominantly in equity and equity-related securities while maintaining diversified exposure to fixed income, commodities and cash. The Strategy seeks to maximise long-term wealth creation through strategic asset allocation, disciplined security selection and periodic portfolio rebalancing while managing portfolio risk.
Stable Foundation Strategy
A conservative approach is to preserve capital while generating stable long-term returns through predominantly fixed income and cash-oriented investments complemented by selective equity and commodities exposure. The Strategy seeks to balance income generation, liquidity and capital appreciation by maintaining disciplined asset allocation and active portfolio management while limiting portfolio volatility.
The PMS
Journey
A thorough, compliant onboarding designed to ensure we are the right fit for your ambitions, from KYC to a funded, actively managed portfolio.
KYC & ELIGIBILITY
KYC verification and a review of objectives, risk profile and eligibility (min. ₹50 lakh per SEBI).
PMS AGREEMENT
Execution of the PMS agreement and selection of the approach and fee model that fit your goals.
DEMAT & BANK
Demat and bank account verification and linkage for direct, transparent holdings.
FUNDING
Funding of the investment account and construction of your customized portfolio.
REPORTING
Periodic statements, capital-gains and tax-ready reporting with complete visibility.
ONGOING REVIEW
Continuous research, rebalancing and risk management aligned to your long-term plan.
Begin a conversation
about your portfolio.
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.