About us
To be the investment partner of choice for individuals and institutions looking to build a portfolio with a long-term horizon in Indian public equities.
Returns under PMS since inception in September 2025
| Return TWRR (%) As of 31st March 26 |
1 M | 3 M | 6 M | Since Inception |
|---|---|---|---|---|
| Samatva Small Cap Strategy | -7.56 | -14.27 | -14.92 | -17.41 |
| BSE 500 TRI | -11.37 | -13.94 | -9.62 | -11.04 |
Data as on 31st March 2026 & as reported to SEBI
Our performance is net of fees & expenses
Disclaimer: Performance related information is not verified by SEBI
Note: Returns of individual clients will differ from the above numbers based on the timing of their investments. The above returns are on the consolidated pool of capital
27.8%
7-year Net CAGRReturns of our Day 1 Client - Under RIA Model, period ended August 2025
40+
Team’s Collective Years of Investment Experience
Zero
Assets raised through distributors/ intermediaries
Our Genesis Story
Samatva Investments was started with an objective to advise long term public equity investors – who typically have atleast a 5-year time horizon. We believe India is still at a very nascent stage in terms of viewing equities as a strong asset class, unlike the more developed economies. Thus far typical Indian investment portfolios tend to be heavily weighted towards real estate and gold. With demonetization, GST and other government initiatives to dis-incentivize the informal economy, and to promote the formal economy in India, we believe equities as an asset class is well positioned to become a rewarding investment avenue.
While there are clear macro tailwinds towards equity investing in India, we also believe there have been instances of Principal-Agent problems with conflict/misalignment of interests between investors and investor advisors/ fund managers. Our endeavour at Samatva is to bridge this gap and be a trusted investment partner in equities for the serious long-term investor. The personal money of the founder and the team is also invested alongside the client portfolios and we wish to build Samatva by adhering to the highest standards of corporate governance and integrity.
Honesty
Honesty and Integrity in every action.
Truth
Pursuit of truth - constant learning, upgrading thoughts and beliefs based on emerging facts.
Excellence
Pursuit of excellence in decision making.
Meet the Founder.
Ashwin Reddy founded Samatva Investments in 2017 to advise long-term investors in Indian public equities. He brings over 18 years of experience in equity research and fund management. Prior to Samatva, he spent four years at CWC Advisors, a USD 300 Mn public markets firm backed by leading global investors, including top U.S. university endowments. At CWC, he was a generalist investor covering companies across sectors and market caps. Ashwin holds an MBA from the Indian School of Business (ISB) and a BTech in Electronics and Communications from JNTU, Hyderabad.