Samvitti Capital Pvt Ltd – Portfolio Management Services (PMS)

Samvitti Capital is a decade-old wealth management entity headquartered in Mulki, Karnataka, established by Mr. Shivaram Kamath, Mr. Athul Kudva, and Mr. Prabhakar Kudva. Commencing operations with assets under management (AUM) of ₹40 crore, the firm currently oversees an AUM exceeding ₹950 crore, reflecting the confidence of its clientele. Samvitti Capital operates offices in Mulki, Mangalore, and Bangalore. The firm presently manages portfolios for approximately 200 investors nationwide, with a significant concentration of clients in Mangalore, Bangalore, and Non-Resident Indian (NRI) segments.

AUM (₹ Cr)

1318.05

Clients

459

Strategies

4

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Samvitti Capital Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
PMS Active Alpha Multicap Multi Cap & Flexi Cap -18.85% 30.09% Apr 2021
PMS Long Term Growth Mid & Large Cap 0.80% 13.72% 14.19% Nov 2015
PMS Aggressive Growth Multi Cap & Flexi Cap -15.72% 21.24% 17.18% Oct 2015

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Samvitti Capital Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Alpha Fund

Mid & Large Cap -17.79% 17.76% 14.09% Nov 2015

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Athul Kudva

Fund Manager

Athul Kudva, an alumnus of the National Institute of Technology, Karnataka, gained initial experience at Tata Motors. Subsequently, he was a co-founder of Omnesys, a firm that engineered robust, scalable solutions for order and risk management, serving traders and brokers nationwide. In 2013, Omnesys was acquired by the prominent media and information entity, Thomson Reuters. With over two decades of active participation as an investor and trader, Athul possesses more than 25 years of profound market acumen. This extensive market expertise, coupled with technological proficiency, has enabled him to develop quantitative systems and tools that are integral to Samvitti's fund management operations.

Mr Prabhakar Kudva

Fund Manager

Prabhakar Kudva is a distinguished long-only growth investor. He has been recognized by the Association of International Wealth Management of India (AIWMI) as one of the "40 Under 40 Investment Managers." Mr. Kudva has consistently delivered market-leading returns over numerous years, achieved through astute selection of high-growth enterprises that have subsequently demonstrated significant appreciation. He is also the proprietor of a widely read blog, "Investment Insight India," offering investment perspectives for several years. Previously, he contributed to the financial technology sector, developing products tailored for capital markets. As the Founder Director of Samvitti, Mr. Kudva is primarily responsible for identifying enduring investment prospects for Samvitti's diverse long-only portfolios. Furthermore, he oversees the investment research and technology departments.

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Regulatory Information

SEBI Registration: INP000004847

Registered Office: Kalasha Nivasa, D. No. 16/100(2) Harihara Nagara, Karnad, Mulki, Karnataka 574154

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)