Our team is a fine blend of youth and experience and is made up of professionals who have worked across various areas of private and public markets. They bring complimentary skills and capabilities to the table and have a shared passion for identifying superior & quality businesses which we believe is the catchment area for high return opportunities in an emerging market like India.

samit

SAMIT VARTAK, CFA

Founder and Chief Investment Officer (CIO)
Samit Vartak is the Founding Partner and Chief Investment Officer of SageOne Investment Managers LLP. Samit has been investing in the equities markets since 1999 and has experienced and studied many bull and bear cycles over the last two decades. He has worked closely with various company managements in the US and India advising them on business strategy, profit optimization, growth and valuation. This experience forms the backbone that helps him better understand businesses and their fair value. He has been early in identifying and investing in multiple businesses across industries before they catch market attention. Samit actively shares his knowledge and learnings through widely followed investor newsletters, lectures at CFA society/industry forums/business schools and media interviews.
Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.

Key Personnel

Sharad Pachisiya

Sharad Pachisiya

Chief Executive Officer

Alok Nagpurkar

Alok Nagpurkar

Chief Operating Officer

Anand Sabale

Anand Sabale

Chief Quant Strategist

Investments

Satish

Satish Kothari

Senior Vice President – Research and Investments

Parin

Parin Gala

Vice President- Research and Fund Accounting

Pratik

Pratik Singhania

Vice President- Research

Neha Agarwal

Neha Agarwal

Vice President – Research and Business Development

Kshitij Kaji

Kshitij Kaji

Senior Research Analyst

Dushyant

Dushyant Mishra

Research Analyst

Business Development/ Client Servicing

Renuka Vikram Patil

Renuka Vikram Patil

Senior Manager – Business Development and Client Servicing

Awalokita Prabha

Awalokita Prabha

Manager – Client Servicing and Onboarding

Karishma Khiani

Karishma Khiani

Manager – Client Servicing and Onboarding

Operations

Ashish Gavhane

Ashish Gavhane

Manager – Client Onboarding and Compliance

Neha Gadgil

Neha Gadgil

Manager – Operations

Vaishali Negi

Vaishali Negi

Manager – Client Onboarding & Operations

Parthiv Shah

Parthiv Shah

Manager – Dealing & Operations