Samco Mutual Fund

About Samco Asset Management Pvt Ltd

Samco Asset Management Pvt Ltd manages assets worth Rs.590 crores (as on June 2022) and was set up on 30 July, 2021.  Its current offering of mutual fund schemes includes only one equity fund.  See top Samco Asset Management Pvt Ltd funds

Samco Mutual Fund is sponsored by Samco Securities Ltd  which is a wealth trach start up rebranded in 2015 by the Group CEO Jimeet Modi. The AMC uses a HexaShield Tested Investing strategy which invests money in businesses that can endure and survive in a variety of stressful situations and also generate superior long term adjusted returns. 

How to Invest in Samco Mutual Fund Schemes via Scripbox?

Scripbox has made mutual fund investment a very easy and convenient process. You can invest in Samco mutual funds through Scripbox by following the steps below.

1. Visit Scripbox Website and Start your Investment Journey : Click on the button, “Let’s get started” on the Scripbox website’s homepage. This will unlock a list of mutual fund investment options based on your goals. You can choose any of the alternatives that align with your financial goals. To start with your investment journey, click on the “Continue” button to proceed further with the mutual fund investment.
2. Signup and Create an Account: In this step, you have to create a Scripbox account. A list of investment options will appear on the screen after you sign in. Also, Scripbox allows you to select the payment option here. You can select the payment option as “Every month SIP” or “One-time” based on your cash flow. Finally, click on the “See Recommended Funds” button to proceed further for your investment.
3. Check the Plan and Fund Allocation: In this step, A list of mutual fund schemes and the allocated investment amount for each scheme will appear on the screen. However, you must read the details before proceeding ahead. If you wish to change the mutual fund or investment amount, you can do it by clicking the “I want to change Funds/ Amount” button. Now, click on the “Next” button to make payment.
4. Bank Details and Money Transfer: In the last step, you have to enter your bank account and PAN details. As an investor you need not worry about security as Scripbox provides a secure environment for payment. A bank account will only be used for investing and crediting the redemption proceeds.

KYC Required to Invest In Samco Mutual Fund

KYC stands for “Know Your Customer”. It is helpful in identifying an investor through relevant documents. SEBI has prescribed specific guidelines for KYC for this purpose. Therefore, it is important for every investor to fulfil the KYC procedure before investing in any mutual fund company. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can complete your KYC procedure with Scripbox before investing. The following are the KYC documents needed by Resident Indians and PIO residing in India:

1. Photograph
2. Pan Card
3. Address proof (Aadhar Card (Both Front & Back) / Driving Licence/ Passport/ Voter ID Card) 
4. KYC Authorisation Letter. (Please write on a paper that “I authorise Scripbox to do my mutual fund KYC” & sign below it)
5. Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload the clear colour scanned copies of your KYC documents during the registration process. Otherwise, you can share your KYC documents at help@scripbox.com or WhatsApp it on +91-8884448026.

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download the Samco mutual fund investment statement using the Scripbox App:

1. Firstly, you have to download and login to the Scripbox App
2. Secondly, on the menu in the right corner, select the ‘Profile’ tab.
3. Next, choose the ‘Investment History’ option. 
4. Click on ‘Email Me’. You will receive an email on the registered email id, with a link to download your Scripbox Investment History. You can download the statement by clicking on that link in excel format.

The excel statement includes the following details:

1. Orders Tab: This section includes the following details – folio number, investor name, fund name, amount invested, units allocated, NAV, STT and purpose.
2. Current Holding Tab: This section includes the following information – fund name, number of units, current value of the investment, folio number and purpose.

Top Samco Mutual Fund Managers

Fund Manager Name	Type Of Fund	Number of Schemes
Nirali Bhansali	Equity	1

Mrs Nirali Bhansali

Mrs Bhansali is the fund manager for the equity schemes for Samco AMC. She has 8 years of experience with over 6 years in capital markets and investment research. She has a deep understanding of fundamental analysis. This has enabled her to provide insights in conceptualising and developing Samco’s flagship research and Investment products like HexaShield Framework, Stock Rating , StockBasket etc. Also, she is a regular panellist on media and business channels like Bloomberg, CNBC TV18, etc. She is a CFA (US certification), MBA in Finance and holds a degree in BE. 

Frequently Asked Questions

Explore Asset Management Companies