About Us

 

Savvy Capital Advisors LLP.

We are a SEBI registered Portfolio Manager (INP000005331) based in Mumbai, India. We manage client equity portfolios. Our advice is based on fundamental analysis of companies.

Savvy Capital Advisors LLP is not affiliated with or has partnered with any other company, either within India or globally.

About the Team

Samir V Patel – Samir is an MBA from ISB, Hyderabad & Bachelors in Computer Engineering from University of Mumbai. He has worked with IT companies like Tata Infotech, Covansys in India & USA. He got involved in the stock market after his MBA in 2004. Ventured into Broking, Trading, Advisory & finally Portfolio Management Services.

Julesh Shah – Julesh is a Commerce graduate from University of Mumbai. He has extensive experience in the broking, trading & advisory side of the business. He has been instrumental in handling the operations functions within the organisation since inception.

 

Performance

We caution everyone against blindly believing the performance shown by some fraudsters using our data. They are collecting money from people on the pretext of giving lofty returns.
Please be aware that we have no Telegram or Instagram or Whatsapp or YouTube channel, and we do not ask anyone for any money. Please do not believe anyone who says that they are employees of Savvy Capital as we have no one doing any such work.
Please email us on info@savvycapital.in to clarify any queries.
Performance (in TWRR) 1 Year 2 Year 3 Year 4 Year 5 Year Since Inception
SAVVY DEFAULT -14.56% 17.38% 34.04% 21.62% 40.58% 24.97%
BSE 500 Total Return Index -5.5% 15.48% 16.14% 11.91% 20.67% 14.48%
  • Data as on 30th September 2025 & as reported to SEBI
  • Our performance is net of fees & expenses
  • Date of inception - 20th March 2017

 

Services

  • We currently offer only Discretionary PMS.
  • Minimum account size: Rs 3 crore.

Management Fees:
Only variable fee structure. No fixed or management fee. Annual fees of 12% of the profit with Sebi High watermark rule. Fees will be applicable on the portfolio value & dividends accrued at the end of the year. GST will be applicable as per law.

* Fund Manager has Discretionary power to accept capital below 3 crore.

Downloads
Client Disclosure Document
Investor Charter Document
Complaints Document

Investment Approach

  • Buy with 3-5 year horizon.
  • Growth firms with favourable valuation. Current focus is on smallcap firms.
  • Firms where market discovery is at early stage in the cycle. This implies firms where earnings & multiples can expand.
  • Buying will happen in phases.
  • Selling will take into consideration the behavior of markets. It is preferred to sell late than early.
  • Follow value price approach. Determine the value price for each stock in the portfolio. Initiate new positions only below that price. This helps in deploying capital at appropriate valuation. All client accounts will eventually match the model portfolio.

 

Contact Us

Keep in Touch With Us

Savvy Capital Advisors LLP

Email - info@savvycapital.in
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