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Public markets (Cat III) · SEBI registry

Samarth Wealth Management Trust

Public markets (listed) · Public markets (listed equity) · Bengaluru

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Contact on file — shared on accepted request

At a glance

Stage focus: Public markets (listed)
Primary sector: Public markets (listed equity)
City: Bengaluru
HQ / office: Rajarajeshwarinagar, Bangalore, Karnataka (GIFT City, Gandhinagar office for IFSC fund)
Fund registered: 2024
Website: samarthwealthmanagement.com
LinkedIn: Profile ↗

About

Samarth Wealth Management is a SEBI-registered portfolio manager and Category III AIF provider targeting HNIs/UHNIs with an India-focused equity long-short strategy aimed at risk-adjusted returns. It runs a domestic fund (SEBI) plus a GIFT City / IFSCA-regulated offshore fund.

Investment focus

Category III AIF — India-focused equity long-short (hedge-fund-style) strategy with dynamic exit planning; listed-equity / public markets, not startup VC

SEBI registration

SEBI AIF Category III — reported as “Cat III”

IN/AIF3/24-25/1680

SIDBI Fund of Funds

None found

Team & organisation

~6 identified senior professionals (Founder/CEO Shivaji Vitthalrao, plus Partner, COO, AVP, Finance Head, Principal Officer)

Trust-structured Category III AIF operating from GIFT City IFSC; multi-fund (Samarth Emerging Fund for residents; Samarth Invest India and Anantam SPC Global Fund for NRI/OCI/foreign nationals)

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Frequently asked

What does Samarth Wealth Management Trust invest in?: Category III AIF — India-focused equity long-short (hedge-fund-style) strategy with dynamic exit planning; listed-equity / public markets, not startup VC
How do I pitch Samarth Wealth Management Trust through iHub India?: Create a free startup account, open a funding round, and send a structured pitch from this profile. If the investor accepts, contact details are shared and the conversation moves into a tracked deal room.

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About this record

⚑ Hedge fund (Cat III long-short, listed equities — not startup VC)

Compiled from SEBI registrations and public sources as of 2026-07. iHub India lists investors neutrally and does not endorse, rank, or verify investment terms — confirm all details directly with the investor before transacting.

Sources: https://samarthwealthmanagement.com; https://www.linkedin.com/company/samarthwealthmanagement/