About Us

We are a decade old Investment Management firm helping clients to plan and design their personal finance portfolio and generate wealth over different phases of life. We engage in discussion with the clients and their family to design financial plan which covers their ambitious life goals. These goals are then matched with future cash flows and an investment plan is carved out which suits client’s risk profile and behavioural pattern. Lot of emphasis is placed on clients’ education, psychology and their behaviour pattern as these factors play major role in success of a financial plan. We thrive to ‘make retirement a choice rather than compulsion' through meticulous planning and seamless execution.

As a part of our social responsibility initiative, we do conduct financial awareness programs with groups, social gatherings, corporate and government institutions. These sessions cover topic such as

1. Financial Planning

2. Insights about Investment Instruments

3. Effective Tax Planning

4. Drafting Will

and much more...

What we do

There are different class of assets available for investments. Neither all of them perform well at all times, nor they have tendency to remain rational at all times. Market forces and mass human psychology pulls them to high zones or pushes them to depressed levels which is not linked to its intrinsic value. As an investor, our duty is to remain unbiased and benefit from irrationality shown by market forces. Idea is to buy assets when its prices are low, ride the cyclical / structural wave and sell it at crazy valuations. Such waves can be seen in all the assets be it equities, bonds, gold or real estate. To make above-average returns, we have to get our home-work right, counter act these psychological / behavioural / market forces and stay invested for longer period to see it play-out well.

Our Pillars of Strength

Arvind Mistry

Arvind is the Co-founder and Director of Samarth Capital. He is a Commerce Graduate with over 15 years’ experience in the broking industry and over 4 decades of experience in financial services industry. He is the backbone of the venture and currently looks after managing Client Relations and Servicing arena.

Abhishek Mistry

Abhishek is the Co-founder and Director of Samarth Capital. He is a Chartered Accountant with over 18 years’ experience in the investment management industry. He specialises-in and is in-charge of managing foreign investment business including foreign portfolio investors, foreign institutional investors, and non-resident investors. He looks after asset classes including equity shares, mutual funds, bonds and fixed deposits.

Anuj Dixit

Anuj is an investment management professional with over 20 years of experience in managing clients' funds and conducting in-depth research on stocks through both technical and fundamental analysis. He has a wealth of experience in managing prop books and has spent a significant portion of his career specializing in analysing emerging market equities in India. Anuj regularly appears on various business channels, including CNBC Awaaz and ZEE Business.

Anuj holds an MBA in finance from ICFAI Business School in Pune, India.

Yagnesh Patel

Yagnesh is a Senior Technical Analyst and a Post Graduate from Pune University, India with over five years’ of experience as Technical Analyst in the stock broking industry. He regularly appears live on business news channels like CNBC Bajar, ABP Asmita & GTPL (regional) for his technical views on the market & stocks. He specialises, inter alia, in stock picking, identifying price patterns and reckoning market inflection points.

Mitesh Gada 

Mitesh is a Chartered Accountant with 18 years of rich experience in preparing and analysing financial models, finance management, business strategies and fund raising. He is associated with Samarth Capital for past 2 years and is the Managing Director & Founder of Earnest Capital Ventures. He has started earnest venture with a vision to enable over 100 entrepreneurs to build successful ventures via fund raising and support growth.
He is investing, helps fund raising and CFO services to business ventures at early stage. At Earnest Capital Ventures, we are looking for early stage tech startups who are seeking funds to grow and scale up.

Manthan Desai

Manthan is a Fellow Company Secretary and Law Graduate in India. He has a decade long experience in corporate legal arena. He specialises in Corporate Law including drafting of shareholders’ agreements, share transfer agreements, stock option schemes, corporate restructuring and stock exchange and SEBI reporting in association with laws relating to Foreign Exchange Management, Securities and Exchange Board of India and Reserve Bank of India.