Samco Mutual Fund

About Samco Mutual Fund

With an AUM of over ₹770 Crores, Samco Asset Mutual Fund is a well-known mutual fund house. It was launched in 2021 and is sponsored by SAMCO Securities Limited, a leading discount brokerage and depository firm based in Mumbai.

 

Samco Asset Mutual Fund currently provides 3 primary mutual fund schemes across various types. The schemes include Samco ELSS Tax Saver Fund, Samco Overnight Fund, and Samco Flexi Cap Fund. 

 

With its proprietary ‘stress test investing’ strategy and HexaShield framework, the AMC chooses only resilient companies for investment. This ensures that you get risk-adjusted, high returns in the short and long term.

Incorporated	14 Sep. 2021
Mdceo	Viraj Gandhi
Trustee	Samco Trustee Private Limited
Cio	Umeshkumar Mehta

How to Invest in Samco Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

   

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in Samco Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Fund Managers

Using AI and data science along with a dedicated team of fund managers, Samco Asset Mutual Fund aims to deliver value while keeping costs low. 

1. Nirali Bhansali

Nirali Bhansali is a finance professional with a bachelor’s degree in engineering and an MBA in Finance. She has almost a decade’s experience in capital markets and equity research. Her expertise in fundamental analysis has been instrumental in developing Samco's HexaShield Framework, Stock Rating, and StockBasket. Additionally, she is a frequent panelist on business news channels like CNBC TV18 and Bloomberg Quint. She oversees an AUM worth over ₹700 Crores, and manages the Samco ELSS Tax Saver Fund and Samco Flexi Cap Fund.

2. Dhawal Dhanani

Dhawal Ghanshyam Dhanani has spent more than 5 years providing tax advice to international clients on capital markets transactions. In the past, he did research on equity and has extensively analysed financial statements of Fortune 100 companies. This allows him to create astute strategies of wealth creation for Samco Asset Mutual Fund. His expertise has also allowed him to play an integral part in developing the AMC’s HexaShield framework. He oversees an AUM worth over ₹50 Crores, and manages the Samco Overnight Fund and Samco Flexi Cap Fund.

3. Paras Matalia

Paras Matalia is a fund manager and Head of Equity Research at Samco. He holds a bachelor’s degree in commerce and has an ICAEW Chartered Accountant qualification. With 4+ years of experience in capital markets, he began his career as an equity research analyst. Paras played a key role in creating StockBasket and leading the related business thanks to his expertise in fundamental analysis. Additionally, he was instrumental in developing the stock rating matrix, MosDex, and the proprietary HexaShield framework at Samco.

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Address	1003 – A Naman Midtown 10th Floor, Senapati Bapat Marg, Prabhadevi (west),