Ad Astra

Portfolio management,
by Savart.

Let your portfolio manager handle the investment decisions. We’ll start with what you want your money to do, and agree the approach with you.

Talk to the PMS team How Ad Astra works

For portfolios of ₹50 lakh and above

Start with your plans.

You might need an income from your investments, or want to leave them untouched for years. Tell us what you have in mind; we’ll work through the approach with you.

SEBI-registered Portfolio Manager
INP000008011

What we agree: Your goals, time horizon and comfort with risk set the boundaries. We put these in writing as your investment mandate.
What we manage: Your portfolio manager selects investments and decides when to buy, sell or rebalance within that mandate. You won’t need to approve each trade.

Before you decide, we’ll explain the fees, risks, account arrangements and withdrawal terms.

How we invest

Ad Astra uses research generated by APART AI to assess businesses and their valuations. Portfolio decisions also account for the size of each holding and the risks across your investments.

About APART AI

Investments are subject to market risk. Returns are not guaranteed.

Talk it through.

Leave your details and choose a time for a call. We’ll discuss your portfolio and answer your questions.

Savart’s APART AI

Request a callback

A call with Savart

Let’s find a time to talk

A few details, then we’ll arrange a call around you.

This conversation needs JavaScript for its security check. Please email delight@savart.com or call +91 9010912342 and we will arrange a time with you.

Getting ready…

You don’t need to prepare anything. An idea of how much you’d like managed is enough for the first conversation.

If you choose to proceed, we’ll take you through the agreement, KYC and account setup.

Requesting a call doesn’t commit you to investing.

Before you decide

What is the minimum investment?

₹50 lakh. We’ll also ask about your goals, how long you plan to invest and the level of risk you’re comfortable with.

What does discretionary management mean?

You agree the investment mandate with us. Your portfolio manager can then buy, sell and rebalance within those limits without asking you to approve each trade.

How is this different from Savart X?

Savart X provides investment advice that you decide whether to act on. Ad Astra is a separate portfolio management service: the manager makes investment decisions within an agreed mandate. It has its own onboarding, agreement and fees.

What are the fees and other costs?

We’ll share the current fee schedule and explain what you’ll pay and when. You can review the fees and other costs before signing the agreement.

Where are my investments held?

Before you sign, we’ll explain the account and custody arrangements, who can operate the account and the reports you’ll receive. These details are set out in your service documents.

Can I withdraw my money?

The service agreement sets out the withdrawal process and any charges or restrictions. Tell us about expenses you have coming up, so we can discuss how those needs fit with the portfolio.

Prefer to make the investment decisions yourself?

Explore Savart X