7208746756 Phone
abhinandan.honale@samarthedufin.com Email

About Us

Samarth Wealth is a fast growing company offering services in Wealth Management and Financial Planning. Our strength lies in strong knowledge, vast experience and ethics which ensure best quality for our clients.Our Core philosophy is ‘Growth is Everything’ .We believe that our growth lies in the client’s growth and prosperity. Hence, our business is led by creativity, entrepreneurship and all of our efforts are directed into providing growth to the client. We grow because we make our clients grow and prosper.We believe in educating our clients and making them financially aware of their investments and enable them in better decision making.We strive to provide our clients with the best possible financial solutions to help them achieve their goals and dreams. Currently we cater to over 400 clients and our clientele include CXOs, Presidents and Directors of many listed and private companies.


PRIVACY POLICY

 

CONSENT

By using our website, you hereby consent to our privacy policy and agree to its terms & conditions AND terms of service / terms of use of our products and services offered along with the disclaimers. 

If you require any more information or have any questions about our privacy policy, please feel free to contact us.

We consider the privacy of our visitors to be extremely important. This privacy policy document describes in detail the types of personal information is collected and recorded by us how we use it.

Access to this web site is a confirmation that you understand and agree to be bound by all of the terms and conditions.

This privacy policy sets out how we use and protects any information that you share when you use this website and our services.

We are committed to ensuring that your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement. We take the protection and proper use of your personal information seriously and are committed to protecting your personal information in our possession.

 

WE MAY COLLECT THE FOLLOWING INFORMATION:

Name and contact details.

Personal information, including date of birth, Aadhaar Number, and Permanent Account Number (PAN).

Demographic information such as gender and income.

Other information that can help us improve our services.

 

WE MAY REQUIRE THIS INFORMATION FOR THE FOLLOWING REASONS:

- To conduct Know-Your-Customer (KYC) registration as required by SEBI and/or other regulatory bodies.

- To perform compliance checks and keep / maintain internal records.

- To use the information to improve our products and services.

- To periodically send emails to your registered email address about your investments, or other information which we think you may find interesting.

- Your financial information to make investment recommendations, and to execute your investment instructions only.

 

From time-to-time, we may also use your information to contact you via phone or email for market research purposes.

We will not sell, distribute or lease your personal information to third parties unless we are required to share such information under the terms and conditions of the products and services you avail, or we are required to do so by law.

We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

 

LOG FILES

Like many other Websites or platforms, makes use of log files. These files merely logs visitors to the site – usually a standard procedure for hosting companies and a part of hosting services’ analytics. The information inside the log files includes internet protocol (IP) addresses, browser type, Internet Service Provider (ISP), date/time stamp, referring/exit pages, and possibly the number of clicks. This information is used to analyze trends, administer the site, track user’s movement around the site, and gather demographic information. IP addresses and other such information are not linked to any information that is personally identifiable.

 

COOKIES AND WEB BEACONS

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic, or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences. 

We use cookies to store information about visitors’ preferences, to record user-specific information on which pages the site visitor accesses or visits, and to personalize or customize our web page content based upon visitors’ browser type or other information that the visitor sends via their browser.

If you wish to disable cookies, you may do so through your individual browser options. More detailed information about cookie management with specific web browsers can be found at the browsers’ respective websites.

All logos and trademark belong their respective owners and (if any) are displayed on the site or the platform are for information purpose only.

You may consult their listings to find the privacy policy for each of the advertising partners (if any)

These third-party ad servers or ad networks use technologies in their respective advertisements and links that may appear on our site and which are sent directly to the browser. They automatically receive your IP address when this occurs. Other technologies (such as cookies, JavaScript, or Web Beacons) may also be used by our site’s third-party ad networks to measure the effectiveness of their advertising campaigns and/or to personalize the advertising content that you see on the site.

We have no access to or control over these cookies or such activities that are used by third-party advertisers.

 

THIRD PARTY PRIVACY POLICIES

You should consult the respective privacy policies of these third-party ad servers for more detailed information on their practices as well as for instructions about how to opt-out of certain practices. Our privacy policy does not apply to, and we cannot control the activities of, such other advertisers or web sites or such other third parties.

 

ONLINE PRIVACY POLICY ONLY

This privacy policy applies only to our online activities and is valid for visitors to our website and regarding information shared and/or collected there. This policy does not apply to any information collected offline or via channels other than this website.

 

UPDATE

Should we update, amend or make any changes to our privacy policy, those changes will be posted here. This policy is effective from January 1, 2017.

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Features

Family Account

Access your family member's Portfolio
with one single login

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Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

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Save Tax

Check out Tax Savings
and Invest into ELSS Funds

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Reports

View your current market value,
your profits & losses.

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Calculators

Calculate the amount of wealth
required for your goal

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Factsheet

Explore Mutual Fund schemes
and their performance

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Focused Funds

Check out our recommended funds
and invest into them

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Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

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Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. It is essentially a diversified portfolio of financial instruments - these could be equities, debentures/bonds or money market instruments. The corpus of the fund is then deployed in investment alternatives that help to meet predefined investment objectives. The income earned through these investments and the capital appreciation realised are shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is a suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.

You could make money from a Mutual Fund in three ways:

  • Income is earned from dividends declared by Mutual Fund schemes from time to time

  • If the fund sells securities that have increased in price, the fund has a capital gain. This is reflected in the price of each unit. When investors sell these units at prices higher than their purchase price, they stand to make a gain

  • If fund holdings increase in price but are not sold by the fund manager, the fund's unit price increases. You can then sell your Mutual Fund units for a profit. 

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Market Views

Please click here for Monthly Equity & Debt Outlook Presentation – Dec 2020 

 

Key Events:

 

  • Nifty (+11.4%) rallied sharply in November, as a global risk-on triggered by a Biden victory, positive vaccine developments and dollar weakness (DXY fell by ~2.3% in Nov) led to strong inflows into EM markets
  • FIIs pumped in ~$9.4bn into India equities (highest ever monthly net inflows) partly driven by MSCI rebalance, as >$2bn of passive inflows were expected due to increase in Foreign Ownership Limits in various stocks
  • DIIs on the other hand, continued to remain net sellers including Domestic MFs as equity funds witnessed fourth consecutive month of net outflow in October as redemptions grew 20% vs September
  • Deceleration in real GDP growth moderated to -7.5% y/y in 2Q (vs -23.9% in 1Q). Rebound was led by manufacturing (+0.6% y/y vs -39.3% in 1Q) while subdued govt. spending dragged growth
  • CPI spiked to 7.6% in October, highest print since May’14 while core CPI also rose slightly to 5.8%. While inflationary pressures were broad based, food items led the sharp jump, partly due to unseasonal rains
  • Govt’s latest measures focused on urban consumption, infrastructure and Covid-affected sectors. Moreover, loan guarantee scheme was extended to 26 stressed sectors and healthcare
  • RBI released a pro-growth monetary policy decision. Kept Repo and Reverse Repo rate unchanged

Please click here for Monthly Equity & Debt Outlook Presentation – September 2020.

  

Key Events:

·         1Q FY21 Real GDP growth contracted by 23.9% YoY, weaker than the street estimates. Led by a strict lockdown and labor migration, construction was the worst hit, followed by trade, hotels, transport and communication. 

 

·         MPC took a pause in the rate easing cycle while refraining from giving any specific forecasts on growth & inflation given heightened uncertainty.

 

·         July’s CPI print of 6.9% (v/s 6.2% in June) drastically reduced chances of a rate cut for the rest of this fiscal year. RBI’s recent policy statement had predicted inflation to stay elevated till Sep and see moderation in 2HFY21.

 

·         India’s trade balance turned to a deficit of ~$4.8bn in July are a rare surplus of ~$0.8bn in June, as gold and other imports started to pick-up. Exports in July were down ~10% in July at $23.6bn while imports at $28.4bn.

 

·         India’s fiscal deficit stood at Rs8.2trn at the end of July, at ~103% of the budgeted target for the current fiscal year. Sharp fall in tax receipts coupled with resilient government expenditure led to the high deficit in the period.

 

·         After an erratic July, August witnessed excess rainfall of 26%, highest print since 1901. Rainfall is already at a record in states of Maharashtra, Madhya Pradesh, Gujarat, and Odisha.

 

·         Indian Equities moved slightly higher (Nifty +2.8%) in August.

Please click here for Monthly Equity & Debt Outlook Presentation – August 2020

 

Key Events: 

·         Nifty (+7.5%) made new highs (breaching 200DMA & 11k for the first time since March fall) in July but more than half of its gains were contributed by just two stocks.

·         After a sharp recovery (>+50%) from April lows, activity levels peaked in early-July and were still >15% below pre-Covid levels.

·         The MPC, unanimously, kept the repo rate unchanged at 4% but retained the ‘accommodative’ stance.

·         Headline CPI moderated to 6.1% for June after peaking at 7.2% in April. Core Inflation at 5.1% was still elevated in June suggesting that despite the subdued demand, the supply disruption led CPI to spike

·         After almost 18 years, India reported a trade surplus of $0.8bn in June driven by broad-based export rebound and still weak import demand. Oil imports were suppressed by low oil, but non-oil trade improved sharply

·         Centre’s fiscal deficit during 1Q of this fiscal stood at ~83% of Budget Estimate. Reports suggested that actual fiscal deficit for FY21 could be as high as 7.6%, almost 2x budget

Equity Market Outlook - April 2021 by Mr. Harish Krishnan
05/04/2021 07:07:41
An overview of last week's market. #KMFMarketRoundUp​​​​ (19th March to 26th March 2021)
30/03/2021 09:59:52
An overview of last week's market. #KMFMarketRoundUp​​​​ (12th March to 19th March 2021):
22/03/2021 10:36:02
 

Contact Us

Phone

7208746756
Email abhinandan.honale@samarthedufin.com
Address: G-25, Eternity Mall, Teen Hath Naka,
Samarth Wealth Management,
Thane (W).