We assist individuals with meaningful capital to build structured, long-term wealth.
From mutual funds and equities to PMS and AIFs — our role is simple:
clarity, access, and disciplined execution.
Who We Work With
Our edge isn’t just access. It’s knowing when and how to use it.
Our Core Services at Savitr Investments
Mutual Fund Investing
Actively managed MF portfolios with a structured research approach.
We offer a seamless experience to invest in equity mutual funds through our AMFI-registered ARN via NSE NMF/BSE Star platforms.
Minimum Investment: ₹10 Lakhs (lump sum) or SIP starting from ₹25,000/month
Portfolios built using our proprietary VEDA (वेद) Framework:
- Visibility of the business & market leadership
- Efficiency in earnings & financial metrics
- Discipline in product selection
- Alignment with sectors and cycles
Equity Investing
Curated equity exposure inspired by institutional-grade strategies.
Designed for individuals with ₹25 Lakhs+ capital, our equity investing experience offers access to long-term, research-backed strategies via Motilal Oswal’s research desk and discretionary frameworks.
- No lock-in | No management fees | Only standard brokerage applies
- Your demat remains fully in your control
- Regular rebalancing, diversification across market caps & styles
- Inspired by value investing, growth strategies & CANSLIM-style allocation
- Flexibility to exit or modify positions at any time
- You get our support in execution, review, and alignment with market intelligence
PMS & AIF Onboarding
Seamless transition to professional-grade investment vehicles.
- For individuals ready to move to SEBI-registered managed portfolios, we assist with onboarding and documentation, working with India’s leading asset managers.
- PMS Minimum: ₹50 Lakhs | AIF Minimum: ₹1 Crore
- Partner firms include: Motilal Oswal, Marcellus, White Oak, First Bridge, and others
- End-to-end support: Matching strategy → KYC & paperwork → Portfolio handover
- Transparent fee structures | Performance-led transition planning
Savitr Investments operates as a sub-broker of Motilal Oswal Financial Services Ltd. (SEBI Reg. INZ000158836) and a registered Mutual Fund Distributor (ARN-291687).
We do not offer portfolio management, advisory, or discretionary investment services in our own name. All investments are routed through SEBI-compliant platforms and third-party regulated entities.