7208746756, Phone
abhinandan.honale@samarthedufin.com Email

About Us

Samarth Wealth Management 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

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Mutual Funds

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Market Views

Key Market Events:

 

  • The Gross Domestic Product continued its downward spiral for the seventh consecutive quarter, falling to 4.5 per cent in the second quarter (July-September) of the year 2019-20
  • CPI inflation jumps to 4.62% in October 2019. Core CPI inflation dips to 3.44% in October 2019
  • Wholesale prices in India rose by 0.16 percent year-on-year in October of 2019, slowing from a 0.33 percent gain in the previous month and compared with market expectations of a flat reading.
  • The fiscal deficit for the period April-October was recorded at 102.4% crossing the full year target underlining the fiscal concerns for the government
  • India’s trade deficit narrowed to $11.01 billion in October from $18.0 billion a year ago, the trade ministry said on Friday, helped by lower oil imports.
  • Industrial growth shrunk for the second straight month in September, contracting by 4.3%, the most in nearly 8 years. The slide was mainly due to poor performance in the manufacturing sector, according to official data released on Monday.
  • India’s Manufacturing PMI rose to 51.2 in November from 50.6 in October, indicating little improvement in health of the sector.
  • The Union Cabinet approved the sale of the government's stake in BPCL, SCI, and Concor, as well as decided to cut shareholding in select public sector firms below 51%.

Debt Outlook:

 

  • The head line spiked as expected however the core data plunged to 3.44 which is a clear indication of a demand slowdown. As per the RBI outlook this is likely to stay in the range for coming year which is very positive for the rates cycle.
  • Brent crude oil fell back to ~US$60-62 per barrel despite all global news which took higher how ever its has cooled down faster than expected reflecting underlying weak demand i.e. slow world economy
  • The GDP growth was pegged at 4.5% which was marginally lower than consensus despite heavy lifting form the government spending. This will give RBI enough reason to go for the cut again. The only question arises is whether the cut is of 15bps or 25 bps.
  • India is probably preparing for inclusion in JP Morgan EM bond index. This will be a huge positive for long bonds
  • Liquidity is in huge surplus mode but market is yet to price this new phase. Positive liquidity is a more important tool than repo rate cut.
  • Global bond yields of developed economies continue to remain low or in the negative zone. This may lead to a chase for sovereign assets which are still offering high real rates sooner than later probably the index inclusion may act as a trigger
  • We expect at least 50-75 bps cut in the policy rates in FY 20. Market may still be in denial mode which gives a window of opportunity for the long term investors
  • In a nut shell key driver for returns will be corporate spread compression or flattening of the yield curve. It will start with AAA/PSU followed by NBFC/HFC like Bajaj/HDFC and then it may percolate to lower grade NBFC and other corporate bonds.
  • We believe that the investment opportunity in short duration bond funds, banking and PSU funds, credit funds and dynamically managed duration funds is still present and become more attractive. Investors may look to invest in the funds depending on the scale of risk appetite and the investment horizon.

Key Market Events of October 2019

 

  • India moved from 77th to 63rd position in the World Bank's Ease of Doing Business rankings this year.
  • In line with expectations, RBI MPC delivered a 25bps rate cut (taking cumulative cut to 135bps in 2019) and provided a strong forward guidance for further rate cuts to support growth
  • US Fed cuts policy rate by 25 bps, but signals pause in easing cycle
  • GST collection declined 5.29 per cent to Rs 95,380 crore in October 2019, in comparison to the same month last year.
  • Headline CPI rose to 4% yoy in September primarily led by vegetable price inflation
  • Aug IIP declined 1.1% yoy (capital goods -21%, consumer durables -9.1%), sharpest fall in industrial output growth since Feb’13 reinforcing fears of a structural slowdown and deteriorating consumer sentiment.
  • India Manufacturing PMI came in at 51.4 in September 2019, unchanged from the previous month's 15-month low.
  • Sep Trade Deficit narrowed to $10.9bn as deterioration in import growth outweighed exports. Import growth fell to a 3-yr low on lower oil, gold and capital goods whereas exports weakness was more broad-based.
  • The Union Cabinet raised Dearness Allowance of ~5mn government employees and ~6.5mn pensioners by 5% costing the exchequer approximately ~Rs160bn.
  • The International Monetary Fund (IMF) downgraded growth of the global economy. In the October World Economic Outlook, IMF forecast a 3 % growth in 2019, the slowest pace since the global financial crisis. It also estimated that the U.S.-China trade tensions will cumulatively reduce the level of global GDP by 0.8 % by 2020.
Ms Shibani Kurian - Head Of Research and Equity Fund Manager, Kotak Mutual Fund shares her outlook on the Indian equity market, the month gone by, sector outlook and strategies to focus on going forward.
09/12/2019 12:08:50
Ms. Lakshmi Iyer, CIO (Debt) & Head Products, shares her outlook on the Debt Market. She shares her view on the monetary policy, its impact on the bond market, Liquidity in the banking system, the way forward and strategies to focus on.
09/12/2019 12:08:19
Ms. Lakshmi Iyer, CIO (Debt) & Head Products, shares her outlook on the Debt Market. She shares her view on the month gone by, debt markets, liquidity, the way forward and strategies for investors to focus on.
20/11/2019 07:19:43
 

Contact Us

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