Finvolve Accelerator Fund  · Getfive Opportunity Fund  · IPV Wealth Fund  · VentureX Fund  · InCred Growth Partners Fund – I  · Chanakaya Opportunity Fund  · Unicorn India Ventures Fund III  · Finvolve Pre-IPO Fund  · Bharat Value Fund  · Invicta Capital – Continuum Fund  · Bharat Tech Fund  · Aurum Rising India Fund  · Singularity Fund of Funds  · ICICI Prudential Office Yield Optimiser Fund  · ICICI Prudential Credit Opportunities Fund  · ValueQuest – Scale Fund  · WhiteOak Capital India Opportunities Fund  · Oister Global – ACE Fund III  · Neo Special Credit Opportunities Fund II  · Varanium Venture Debt Fund  · Neo Infra Income Opportunity Fund  · Varanium Growth Opportunity Fund  · Neo Income Plus Fund  · InCred Credit Fund II  · Northern Arc Emerging Corporates Bond Trust  · A K Capital – Fixed Income  · ASK Real Estate Fund  · Arnya Real Estate Debt  · Neo Infra Fund  · Edelweiss Rental Yield  · IKIGAI Emerging Equity Fund  · Step Trade (Aggressive Investor)  · Motilal Oswal Founders Anchor Fund  · Ampersand Growth Opportunities Fund – Scheme I  · Alchemy AILTF GIFT City Fund  · Motilal Oswal GIFT City Fund  · ABSL Global Bluechip Equity Fund (IFSC)  · ABSL India Flexicap Fund (IFSC)  · Equirus GIFT City Fund  · Phillip Venture IFSC Fund  · Arnya Real Estate Debt (GIFT City)  · Nuvama EDGE GIFT City Fund  · Carnelian India Amritkaal Fund  · Mirae Asset Global Allocation Fund IFSC  · Ashoka WhiteOak India Multicap GIFT Fund  · SageOne GIFT Fund  · Motilal Oswal GIFT City Equity Fund of Funds Trust  · InCred Debt-Plus Returns  · Marcellus Global Equity Fund  · BayFort Capital Global Leaders Portfolio  · Abakkus All Cap  · Stallion Asset Core Fund  · Buoyant Capital PMS  · ICICI Pru Large Cap  · Carnelian Compounder  · Green Lantern Capital Alpha Fund  · Green Lantern Capital Growth Fund  · SageOne Core Portfolio  · Wallfort PMS Diversified  · Carnelian Shift Strategy  · Nine Rivers – Aurum Small Cap Opportunities  · Counter Cyclical Diversified Long Term Value  · InCred Healthcare  · Bonanza – MFPMS  · DSP Large Cap Fund  · WhiteOak Capital Large Cap  · Invesco India Largecap  · Quant Large Cap  · Baroda BNP Paribas Large Cap  · Motilal Oswal Large and Midcap  · HSBC Large & Midcap  · Invesco India Large & Mid Cap  · LIC MF Large & Mid  · Bandhan Core Equity  · Motilal Oswal Midcap  · Edelweiss Mid Cap  · ITI Mid Cap  · HSBC Mid Cap  · Invesco India Mid Cap  · Axis Multicap  · LIC MF Multi Cap  · Kotak Multicap  · Edelweiss Multi Cap  · Baroda BNP Paribas Multi Cap  · Bandhan Small Cap  · LIC MF Small Cap  · ITI Small Cap  · Tata Small Cap  · Quant Small Cap  · Invesco India Focused  · Bandhan Focused  · ICICI Prudential Focused  · HDFC Focused 30  · Mahindra Manulife Focused  · Motilal Oswal Nasdaq 100 Fund  · Motilal Oswal S&P 500  ·
Samvitti Capital

Funds Provider Company

Samvitti Capital

Samvitti Capital is a wealth management firm promoted by Mr. Shivaram Kamath, Mr. Athul Kudva and Mr. Prabhakar Kudva. Samvitti is an investment management firm built at the intersection of financial theory and practical experience. They invest on behalf of clients, ranging from HNIs to corporates and family offices, with a commitment to help them generate wealth by filtering out market noise to identify and isolate what matters most. By implementing ideas that stand up to rigorous testing, and focusing on a deep study of businesses, practical insights, and leveraging technology, intuition, and risk management, Samvitti’s expertise is sought by investors to meet their financial challenges.

Who Is Samvitti Capital?

Samvitti Capital is an investment management firm based in Mulki, Karnataka, with additional presence in Bengaluru and Mangaluru. The firm describes its approach as combining financial theory with practical market experience, deep business research, technology, market intuition and risk management. It works with HNIs, corporates and family offices across its investment-management offerings.

Samvitti Capital Pvt Ltd operates across three principal business lines: Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Investment Advisory services. Its current regulatory disclosures identify the firm as a SEBI-registered portfolio manager, registered investment adviser and the sponsor/investment manager associated with Samvitti Capital Alpha Fund.

The firm's PMS platform focuses on directly managed equity portfolios, while its Category III AIF follows a long-short investment structure. Its advisory offering provides actively advised direct-equity solutions under the SEBI investment-adviser framework.

Samvitti's website currently states an AUM figure of ₹1,800+ crore, along with 500+ HNI clients and 50+ years of market experience. These figures are presented by Samvitti at the firm level and should not be interpreted as AUM attributable to any single PMS strategy or AIF.

Samvitti Capital SEBI Registrations: PMS, AIF and Advisory

Samvitti Capital's current regulatory disclosures list the following registrations:

Entity / Business Registration Type Registration Number
Samvitti Capital Pvt Ltd Portfolio Manager (PMS) INP000004847
Samvitti Capital Alpha Fund Category III AIF IN/AIF3/15-16/0182
Samvitti Capital Pvt Ltd Registered Investment Adviser INA000019169
Samvitti Capital Pvt Ltd BASL Membership 2164

Registration provides the relevant regulatory status but does not mean that SEBI endorses the manager, its investment strategies or their performance. Investors should review the applicable disclosure documents and understand the risks before investing. Samvitti's own statutory disclaimer states that registration does not guarantee performance or returns.

What Investment Solutions Does Samvitti Capital Offer?

Portfolio Management Services

Samvitti offers discretionary PMS through its SEBI-approved Portfolio Management Services platform. The PMS offering consists of directly managed equity portfolios tailored to investment objectives, with the firm stating a recommended investment horizon of at least 36 months. The current stated minimum investment is ₹50 lakh. The offering is open to domestic individuals, corporates and NRIs, subject to applicable eligibility and regulatory requirements.

For investors looking to understand the PMS structure generally, see Portfolio Management Services.

Category III AIF

Samvitti Capital Alpha Fund is a Category III Alternative Investment Fund. It is structured as an open-ended long-short fund and seeks to position itself on both the long and short sides of the market using different strategies. Samvitti identifies itself as the sponsor and investment manager.

Learn more about the broader structure of Category III AIFs and long-short funds.

Investment Advisory

Samvitti also operates as a SEBI-registered investment adviser. Its ActiveInsights offering is described as an actively advised direct-equity portfolio for investors seeking long-term compounding, with a separate quantitative feed called SATTVA. The current website lists a minimum investment of ₹5 lakh for the advisory offering.

Advisory should be distinguished from PMS: under advisory, investment decisions and execution arrangements follow the applicable investment-adviser framework rather than the discretionary portfolio-management structure used for PMS.

Samvitti Capital PMS Strategies: Active Alpha Multicap and Long Term Growth

Samvitti's current PMS offering highlights two principal strategies: Active Alpha Multicap and Long Term Growth.

Active Alpha Multicap

Active Alpha Multicap follows a systematic, model-driven approach combined with active management. The portfolio is focused on mid-, small- and micro-cap stocks and is designed as a diversified equity strategy.

Long Term Growth

Long Term Growth is described as a moderate-risk strategy focused on established, high-quality businesses. Its portfolio typically has exposure to large-cap and large mid-cap companies, distinguishing its positioning from the more mid-, small- and micro-cap orientation of Active Alpha Multicap.

Feature Active Alpha Multicap Long Term Growth
Structure PMS PMS
Investment approach Systematic, model-driven with active management Fundamental long-term equity approach
Typical market focus Mid-, small- and micro-cap stocks Large and large mid-cap businesses
Portfolio characteristic Diversified equity portfolio Established, high-quality businesses
Recommended horizon PMS platform recommends at least 36 months PMS platform recommends at least 36 months

Explore the individual offerings through Samvitti Active Alpha Multicap and Samvitti Long Term Growth.

Samvitti also refers to Aggressive Growth within its PMS-related disclosures, but it is not treated as a separate strategy section here because a corresponding confirmed product page is not being used for this company profile.

Samvitti Capital Alpha Fund: Category III AIF

Samvitti Capital Alpha Fund is a Category III AIF registered with SEBI under registration number IN/AIF/3/15-16/0182. Samvitti Capital is identified as the sponsor and investment manager.

The fund is described as an open-ended long-short fund with monthly redemption, with an investment approach that can take both long and short positions across markets. Samvitti describes the strategy as seeking risk-adjusted returns through dynamic fund management and multiple strategies.

The fund manager identified on Samvitti's official AIF page is Mr. Athul Vasudeva Kudva.

For investors evaluating the broader AIF structure, see Samvitti Capital Alpha Fund.

The current minimum investment displayed by Samvitti for its AIF offering is ₹1 crore, subject to the applicable fund documentation and eligibility requirements.

Samvitti Capital Investment Advisory Services

Samvitti Capital is registered as an Investment Adviser with SEBI under INA000019169. Its current advisory offering, ActiveInsights, provides an actively advised direct-equity portfolio for investors seeking long-term compounding. Samvitti states that the offering is intended for investors comfortable with equity-market volatility and recommends a longer investment horizon.

The advisory business should be evaluated separately from Samvitti's PMS and AIF structures. Each has different regulatory frameworks, investment structures, client arrangements and risk characteristics.

How Does Samvitti Capital Invest? Investment Philosophy, Research and Risk Management

Samvitti describes its investment philosophy around deep study of businesses, practical market insight, technology, intuition and risk management. Its stated core pillars include analytical and systematic investing, detailed attention to capital allocation and security selection, and combining financial theory with market experience.

The firm's stated research framework considers factors including business models, fundamentals, price action, industry dynamics, macroeconomic conditions and quantitative analysis. Samvitti also highlights technology and quantitative models as components of its investment process.

On the PMS side, the firm's approach is oriented toward long-term equity investing, with strategy implementation varying according to the specific portfolio. Active Alpha Multicap, for example, is described as systematic and model-driven with active management, while Long Term Growth focuses on established businesses.

Risk management forms another stated component of the firm's investment approach. Investors should nevertheless evaluate the specific risk factors, portfolio construction and disclosure documents applicable to the investment product they are considering.

Samvitti Capital Promoters and Fund Managers

Shivaram Kamath

  1. Shivaram Kamath is one of the promoters associated with Samvitti Capital. The firm's regulatory disclosures currently identify him as its Compliance Officer and Principal Officer.

His role therefore includes important compliance and regulatory responsibilities within the organisation and should be distinguished from individual product-management responsibilities.

Prabhakar Kudva

Prabhakar Kudva is one of Samvitti's co-founders and has been involved in the capital markets for more than two decades. Samvitti describes his investment philosophy as focused on identifying high-growth businesses with potential to scale significantly.

He is part of the firm's founding and investment leadership, but promoter, co-founder and portfolio-manager responsibilities should not automatically be treated as interchangeable across every Samvitti product.

Athul Kudva

Athul Vasudeva Kudva is one of the promoters of Samvitti Capital and currently serves as its CEO. The firm's regulatory disclosures identify him as CEO, while its Alpha Fund documentation identifies him as the Fund Manager of Samvitti Capital Alpha Fund.

This distinction is particularly relevant when assessing the leadership of a specific investment vehicle rather than the broader organisation.

Why Explore Samvitti Capital Strategies Through ALTPORT?

Investors evaluating Samvitti Capital can use ALTPORT to review available investment structures, understand product positioning and compare PMS, AIF and advisory formats based on their individual objectives and eligibility.

The focus should be on understanding the structure rather than simply comparing historical returns. Investors may wish to consider investment horizon, liquidity, portfolio construction, concentration, risk tolerance, taxation, capital requirements and the role a particular strategy plays within their overall portfolio.

Before making an investment decision, investors should review the relevant product documents, regulatory disclosures and applicable terms.

Samvitti Capital Investment Directory

Investment Solution Type ALTPORT Page
Samvitti Active Alpha Multicap PMS Samvitti Active Alpha Multicap
Samvitti Long Term Growth PMS Samvitti Long Term Growth
Samvitti Capital Alpha Fund Category III AIF Samvitti Capital Alpha Fund

For investors looking to understand the distinctions between different investment structures, ALTPORT also provides resources on mutual fund vs PMS vs AIF and PMS for NRIs.

To request further information or submit an enquiry, visit Contact ALTPORT.

Samvitti Capital
PMSLONG
View Fund BSE 500 TRI
Samvitti Capital
Advisory Services
View Fund BSE 500 TRI
Samvitti Capital
ACTIVEALPHAMC
View Fund BSE 500 TRI

Frequently asked questions

Common questions about Samvitti Capital and investing strategies through ALTPORT Experts.

Yes. Samvitti Capital Pvt Ltd is registered with SEBI as a Portfolio Manager under registration number INP000004847.

Samvitti Capital's PMS registration number is INP000004847.

Samvitti Capital currently offers Portfolio Management Services, a Category III AIF and Investment Advisory services.

Its current PMS platform highlights Active Alpha Multicap and Long Term Growth.

Active Alpha Multicap is described as a systematic, model-driven and actively managed portfolio focused on mid-, small- and micro-cap stocks. Long Term Growth focuses primarily on established businesses, typically across large and large mid-cap companies.

Samvitti Capital Alpha Fund is a Category III AIF registered with SEBI under IN/AIF/3/15-16/0182.

Investment advisory and PMS are separate regulated activities. Samvitti Capital is registered as an Investment Adviser and separately operates a PMS business. Its ActiveInsights offering is described as an investment-advisory solution and should not be treated as the same structure as PMS.

The fund manager identified by Samvitti for the Alpha Fund is Mr. Athul Vasudeva Kudva.

Samvitti currently displays a ₹50 lakh minimum investment for its PMS offering. Investors should confirm the applicable requirements and documentation before investing.

Samvitti currently displays a ₹1 crore minimum investment for its AIF offering, subject to applicable fund documentation and eligibility.

Samvitti describes its approach around deep business research, fundamentals, market dynamics, technology, quantitative analysis, practical market experience and risk management.

Yes. Samvitti Capital Pvt Ltd is registered as an Investment Adviser under INA000019169 and offers ActiveInsights as an advisory solution.

Samvitti's PMS page states that its PMS offering is open to domestic individuals, corporates and NRIs, subject to applicable requirements.

Samvitti Capital is based in Mulki, Karnataka, with offices listed in Bengaluru and Mangaluru.

Subscribe to the ALTPORT newsletter

Join HNIs, family offices and NRI investors reading with us.

Please enter a valid email address.
Please enter a valid mobile number.<

Your details stay confidential and are never shared with third parties.

You're on the list

Thanks — we've added your email to the ALTPORT newsletter.