Investor Resources
Forms, Factsheets &
Forms, Factsheets &
Fund Documents.
Download account opening forms, KYC documents, fund factsheets, and regulatory disclosures across all SPVH AMC investment solutions.
SEBI Registered Portfolio Manager · INP000000000
Portfolio Management Services
Discretionary equity portfolio management for HNIs & family offices. Minimum investment ₹50 Lakhs. Download all account opening, KYC, and regulatory documents below.
KYC & Account Opening Forms
KYC
KYC Application Form — Individual
Know Your Customer form for resident individual investors. Includes Aadhaar, PAN, and address proof requirements.
KYC
KYC Application Form — Non-Individual
For HUF, companies, LLPs, trusts, and other non-individual entities. Includes UBO declaration.
Form
PMS Account Opening Form
Complete account on-boarding form including investment mandate, strategy selection, and bank account details.
Form
Portfolio Management Agreement
Legally binding agreement between client and SPVH AMC governing the discretionary management of funds.
Form
Risk Profiling Questionnaire
SEBI-mandated risk assessment form to determine investor's risk appetite and suitable strategy allocation.
Form
Power of Attorney (POA)
Grants SPVH AMC authority to operate the demat account and execute portfolio transactions on your behalf.
Form
Nomination Form
Register or change nominee details for your PMS account as per SEBI guidelines.
Form
Partial / Full Withdrawal Form
Request form for partial or full withdrawal of funds from your PMS portfolio.
Monthly Factsheets
Factsheet
SPVH Equity PMS — May 2026 Factsheet
Monthly portfolio snapshot including holdings, sector allocation, return attribution, and benchmark comparison.
Factsheet
SPVH Equity PMS — Q1 2026 Quarterly Report
Quarterly performance review with detailed commentary, top contributors, detractors, and outlook.
Factsheet
Annual Performance Report — FY 2025–26
Full-year audited performance report with SEBI-prescribed disclosures and TWRR/XIRR comparison.
Fund Deck & Strategy Documents
Fund Deck
SPVH Equity PMS — Investor Presentation
Comprehensive strategy presentation covering investment philosophy, process, portfolio construction, and historical track record.
Strategy Note
Midcap Conviction Portfolio — Strategy Brief
Deep-dive into the 19-stock midcap institutional model portfolio — thesis, allocation, and 4-year track record.
Disclosure
PMS Disclosure Document (SEBI)
Mandatory SEBI disclosure document covering fees, risks, investment approach, and conflict of interest policies.
Note: All forms must be duly signed and submitted along with self-attested KYC documents to the registered SPVH AMC office or your designated relationship manager. Original documents may be required for verification.
SEBI Registered AIF · Category II & III · IN/AIF2/00-00/0000
Alternative Investment Funds
Private equity, pre-IPO, and special situations strategies for sophisticated investors. Minimum commitment ₹1 Crore. All subscription documents are private placement basis.
KYC & Subscription Forms
KYC
Individual Investor KYC Form
KYC form for individual accredited investors including income proof, networth certificate, and address verification.
KYC
Entity KYC & KYB Form
Know Your Business form for corporate, trust, and institutional investors. Includes UBO declaration and board resolution requirements.
Form
AIF Subscription / Application Form
Primary subscription form for committing capital to SPVH AIF funds including drawdown schedule and bank mandates.
Form
Contribution Agreement
Legal agreement governing investor rights, obligations, drawdown notices, and distribution waterfall.
Form
FATCA / CRS Self-Certification
Foreign Account Tax Compliance Act and Common Reporting Standard declaration for all AIF investors.
Form
Ultimate Beneficial Owner (UBO) Declaration
Mandatory declaration identifying beneficial owners with 25%+ economic interest per SEBI/RBI guidelines.
Form
Unit Transfer / Transmission Form
Form for transfer of AIF units between investors or transmission to legal heirs in case of death of investor.
Form
Redemption / Withdrawal Request Form
Request form for redemption of AIF units subject to lock-in and fund-level liquidity terms.
Fund Factsheets & NAV Reports
Factsheet
SPVH Special Situations Fund — Q1 2026
Quarterly factsheet with NAV, portfolio summary, drawdown status, and investment-level commentary.
NAV Report
Monthly NAV Statement — May 2026
Monthly Net Asset Value statement for all AIF series with per-unit NAV and total corpus disclosure.
Annual Report
AIF Annual Report — FY 2025–26
Audited annual accounts, portfolio disclosures, and investor communication as required under SEBI AIF Regulations.
Fund Deck & Placement Documents
Fund Deck
SPVH Special Situations AIF — Investor Presentation
Investment strategy overview, deal sourcing approach, exit mechanisms, and return waterfall structure for AIF investors.
PPM
Private Placement Memorandum (PPM)
Comprehensive fund offering document covering investment objectives, risk factors, fees, and terms under SEBI AIF Regulations.
Strategy Note
SPVH Value Discovery Fund — Strategy Brief
Investment thesis, sector focus, deal pipeline overview, and targeted return profile for the Value Discovery strategy.
Note: AIF documents are strictly for accredited investors and are shared on a private placement basis. Redistribution or sharing of these documents with non-qualified investors is prohibited under SEBI AIF Regulations 2012.
GIFT City & International Fund Structures · FPI / FOF
Offshore & Global Funds
Access to global markets through GIFT City IFSC structures and international fund-of-fund schemes. Minimum investment ₹1 Crore. Subject to RBI LRS limits and FEMA regulations.
KYC & Subscription Forms
KYC
Offshore Investor KYC / AML Form
Anti-Money Laundering compliant KYC form for offshore investment. Includes source of funds, PEP declaration, and passport verification.
Form
Offshore Fund Subscription Agreement
Subscription agreement for GIFT City / international fund participation covering investor representations and warranties.
Form
FATCA & CRS Declaration Form
Mandatory tax residency and self-certification form required for all offshore fund investments under global reporting standards.
Form
LRS Remittance Declaration (Form A2)
RBI Liberalised Remittance Scheme Form A2 for resident Indians investing overseas up to USD 250,000 per financial year.
Form
UBO & Politically Exposed Person (PEP) Declaration
Mandatory declarations for AML compliance identifying beneficial ownership and political exposure status.
Form
Offshore Redemption Request Form
Form for redeeming offshore fund units and repatriating proceeds as per FEMA / RBI repatriation guidelines.
Fund Factsheets
Factsheet
SPVH Global Opportunities Fund — Q1 2026
Quarterly factsheet showing NAV, currency exposure, geography allocation, and benchmark comparison against MSCI indices.
Factsheet
GIFT City FOF — Monthly Portfolio Report
Monthly update on the Fund-of-Funds portfolio including underlying fund allocations and currency-adjusted returns.
Fund Deck
Fund Deck
SPVH Offshore & Global Funds — Investor Deck
Presentation covering GIFT City structure, international fund universe, FPI strategy, and regulatory framework.
Strategy Note
Global Diversification via GIFT City — Structure Guide
A guide to the GIFT City IFSC framework for resident Indians seeking global portfolio diversification legally.
Note: Offshore investments are subject to FEMA regulations, RBI LRS limits, and applicable tax treaties. Please consult your tax advisor before investing. Remittances are subject to bank processing and prevailing exchange rates.
Research-Backed Equity Advisory · Retainer & Subscription Based
Investment Advisory & Research
Institutional-grade investment research and portfolio advisory for family offices, corporates, and sophisticated investors. Engagement available on retainer or subscription basis.
Client On-boarding Forms
KYC
Advisory Client KYC Form
Know Your Customer form for investment advisory clients. Captures financial profile, investment goals, and risk tolerance.
Form
Client On-boarding & Mandate Form
Captures advisory scope, investment universe, benchmark preferences, reporting frequency, and fee structure agreement.
Agreement
Investment Advisory Services Agreement
Legal engagement agreement defining advisory services, confidentiality, IP rights, and liability clauses.
Form
Risk Profile & Investment Objective Questionnaire
SEBI-compliant risk profiling form for advisory mandate. Determines suitable strategy, asset allocation, and reporting standards.
Form
Research Subscription Request Form
Subscribe to SPVH AMC's institutional research, sector reports, and model portfolio updates on a periodic basis.
Form
Advisory Termination / Closure Form
Form to formally terminate the advisory mandate with 30-day notice period and final reporting obligations.
Model Portfolio Factsheets & Research
Factsheet
Midcap Model Portfolio — May 2026 Update
Monthly update on the 19-stock institutional model portfolio including performance, rebalancing notes, and forward thesis.
Research
Q1 2026 — India Macro & Market Outlook
Quarterly macro research covering GDP, earnings outlook, sector rotation, and top stock ideas for the quarter ahead.
Sector Report
India BFSI Deep-Dive — FY 2026 Edition
Comprehensive sector report on India's BFSI landscape including wealth management, banking, and insurance sub-sectors.
Advisory Credentials & Deck
Credentials Deck
SPVH Advisory — Capabilities Presentation
Overview of advisory services, research methodology, team credentials, coverage universe, and engagement models.
Schedule
Advisory Fee Schedule & Engagement Terms
Detailed fee structure for retainer-based advisory, research subscriptions, and bespoke investment study engagements.
Note: All research and advisory outputs are confidential and for the exclusive use of engaged clients. SPVH AMC research does not constitute investment advice for third parties. Past model portfolio performance is not indicative of future results.
Applicable Across All Investment Solutions
Common Investor Resources
Regulatory documents, grievance policies, and investor tools applicable across all SPVH AMC products. All documents are updated as per current SEBI guidelines.
Investor Charter
SEBI-mandated charter outlining investor rights, obligations of SPVH AMC, service standards, and redressal timelines across all registered products.
Download PDF
Grievance Redressal Policy
Policy document detailing the investor complaint process, escalation matrix, SEBI SCORES registration, and resolution timelines (T+30 days).
Download PDF
Service Request Form
Universal service form for address change, bank account update, email/mobile change, statement requests, and other operational changes.
Download PDF
Disclosure Document (General)
Consolidated SEBI-prescribed disclosure document covering conflict of interest policy, related party transactions, and material changes.
Download PDF
SEBI Registration Information
SEBI registration certificates for Portfolio Manager and AIF Manager. Includes registration numbers, validity, and regulatory contact details.
Download PDF
Dispute Resolution Mechanism
Step-by-step guide to resolving investor disputes including SEBI SCORES portal, SMARTODR platform, and arbitration procedures under SEBI regulations.
Download PDF
Fees & Returns Estimator
Gross Portfolio Value
—
Estimated Fees
—
Net Value to Investor
—
Estimates are illustrative only. Actual fees vary based on fee schedules. Consult your relationship manager for exact fee structures. Past performance is not indicative of future results.
Regulatory Quick Links
SEBI SCORES — File a Complaint
Register investor complaints directly with SEBI through the SCORES portal for timely resolution.
SMARTODR — Online Dispute Resolution
SEBI's online dispute resolution platform for resolving investor-intermediary disputes digitally.
SEBI Investor Awareness Portal
Official SEBI portal for investor education, market regulations, and KYC compliance information.