The
SAMAR STORY
In many languages, ‘Samar’ connotes the art of conversation. It is a name that prioritizes the depth of a long-form dialogue over the noise of a quick transaction.
Taking the ideal of longevity and dialogue forward, Samar Capital is founded on partnerships that feel personal and purposeful. We are committed to getting to know each of our clients on a personal level, and to putting in the time to understand their personal short and long term goals.
We believe that when conversations are given the space they deserve, financial strategies transition from numbers on a page to a meaningful resource.
The bedrock
We serve people, not portfolios. Clarity of an outcome is a priority for us – not closure of a transaction. Institutional discipline is what helps us bridge the gap between what you want and market dynamics.
Our operating
standard
Human-centric partnerships
Our team is composed of professionals who have built and scaled some of the nation’s leading wealth organizations. We combine this deep technical skill with the intuition and warmth required to build a partnership that lasts generations.
Precision tools
We leverage modern technology and world-class AI tools to handle the complexity of market data. This allows our advisors to move past the noise and focus on the human conversations that truly matter to your portfolio.
A culture of continuity
Trust is built through staying present. We have moved away from the industry standard of rotating advisors, opting for a team-led model that prioritizes long-term stability. You can expect a partner who remembers your history and remains consistent through every market cycle.
Uncompromising clarity
We believe an informed client is a confident one. Our process is built on transparency, using simple, jargon-free language to explain our rationale. You will always know what you are paying for and why a specific strategy is being recommended.
Our foundation
and culture
Our firm is built on a legacy of stability and accountability. By combining the governance of a respected industrial house with a team that has led the nation’s top wealth organizations, we provide the expertise required to protect your capital.
LEADERSHIP
TEAM
We operate on a team-led model, ensuring that your wealth is never dependent on the expertise of a single individual, but is instead managed by a collective of specialists. Each team member provides consistent, objective guidance regardless of who is in the room.
Kunal is a serial entrepreneur who has successfully built and scaled prominent Indian ventures, including Brattle Foods and Priority Vendor. A Harvard College alumnus, he understands the nuances of the entrepreneurial journey and the specific needs of those who have created their own success. Kunal enjoys reading and is particularly fond of history and historical fiction.
Kunal Agarwal, Co-Founder
George brings over 25 years of depth to the Indian wealth management industry, having managed over $4 billion in client assets as the CEO of Avendus Wealth and during his decade-long tenure at Deutsche Bank. He provides the institutional-grade discipline required to protect significant capital, balanced by a personal drive for precision found in his life as an avid scuba diver with over 450 dives, a trained motorcycle racer, and a practitioner of kickboxing.
George Mitra, Co-Founder
Learning & development
We believe technology should amplify human potential, not replace it. To ensure our advisors provide the depth of insight that you deserve, we created the Talent Excellence Academy – a capability-building ecosystem that transforms professionals into trusted advisors.
Accelerated learning
We replace one-size-fits-all training with personalized blueprints, focusing on client empathy and technical mastery.
Precision growth
Most learning happens through experience. Our team uses AI-driven co-pilots and live simulations to sharpen their intuition, supported by peer coaching and micro-modules on complex tax and portfolio strategies.
Confidence architecture
From 90-day intensive onboarding for new joiners to elite leadership tracks for veterans, we ensure our team has the psychological safety and technical depth to navigate the complexities of wealth with total precision.
Join us
We are building a new generation of advisors who prioritize empathy over aggressive sales. At Samar, we invest in people and the systems that empower them to reach their full potential, moving away from the industry’s transactional nature to create a culture of genuine partnership.
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Client-centric empathy
We look for individuals who excel at listening and demonstrate a deep understanding of the people they serve.
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Clarity of purpose
We value professionals who can communicate complex financial landscapes with simplicity and respect.
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Process discipline
Success here is rooted in accountability and a rigorous, team-led approach to management.
