From Samar Wealth to Legacis Capital: Taking the Next Big Step in Our Journey

Over the years, Samar Wealth has built a trusted name among investors, delivering data-driven research, innovative investment strategies, and consistent value creation. With a growing community, we believe it’s time to take the next leap — one that reflects our ambition, professionalism, and global outlook.

This is why we are rebranding to Legacis Capital.

Why the Change?

The name Legacis embodies our core purpose: to create lasting wealth legacies for generations to come. It signals our evolution from a niche advisory into a professionally run, globally aspiring brand — one that blends cutting-edge research, technology, and timeless investment principles.

Our rebrand is not just cosmetic. It represents a commitment to higher standards — in the way we manage portfolios, deliver insights, and empower investors with tools to take charge of their financial journey.

What to Expect from Legacis?

1. Direct Mutual Fund Baskets

We will soon launch pre-built mutual fund baskets, designed for different investor profiles — Conservative, Moderate, and Aggressive.

• Built using data-backed strategies

• Fully direct plans, helping you save on commissions

• Clear allocation, rebalancing alerts, and performance tracking

  
  

2. Comprehensive Portfolio Review

Our Portfolio Review Service will continue, but with an enhanced structure:

• Both fundamental and technical ratings for each stock

• Detailed analysis for better decision-making — Hold, Exit, or Restructure

• Alignment with your personal financial goals and risk profile

  
  

3. All Recommendations Hosted on Our Website

No more scattered messages or missed updates. Every recommendation — across equities, mutual funds, and thematic ideas — will be hosted in your secure client dashboard on the Legacis website. This ensures:

• Centralized access to all calls

• Transparency and easy tracking

• Seamless updates without clutter

  
  

4. Educational Blogs & Resources

Knowledge is the foundation of sustainable investing. Legacis will publish in-depth, actionable blogs covering:

• Market insights and sectoral trends

• Investment strategies and case studies

• Behavioral finance and investor psychology

  
  

5. Built-in Investment Tools

We are integrating powerful, easy-to-use calculators directly on the Legacis website:

• CAGR Calculator – Track annualized returns with precision

• XIRR Calculator – Understand returns on irregular cash flows

• Portfolio Return Trackers – Assess performance at a glance

  
  

Our Vision with Legacis

We aim to combine technology, research, and personal attention to create an ecosystem where investors don’t just grow wealth — they create legacies.

From transparent communication to cutting-edge investment tools, Legacis is the next step in empowering investors with everything they need, in one place.

This transformation is more than a rebrand — it’s a commitment to excellence and a promise that our best work is yet to come.

Welcome to Legacis Capital. Let’s create wealth that lasts generations.

P.S. www.legaciscapital.com launching soon!!