Invest with Insight, Grow with Confidence
SageOne Investments delivers superior long-term returns through deep research and high-conviction equity investments.
Our Investment Philosophy
We believe in building a portfolio of high-conviction businesses with strong fundamentals, ensuring sustainable wealth creation through a disciplined investment approach.
High & Resilient Growth Businesses
We invest in companies with a proven track record of consistent revenue and earnings growth, backed by strong industry tailwinds.
Clean & Competent Management
Our focus is on businesses led by ethical, capable leaders with a history of sound decision-making and long-term value creation.
Sustainable Competitive Advantage
We identify companies with unique market positioning, strong brand equity, and lasting moats that drive long-term profitability.
Our Offerings
SageOne Investments offers expertly designed PMS, AIF, and Offshore funds, delivering long-term growth through disciplined investing.
PMS Portfolios
Our Team
A dedicated team of experts driving performance, ensuring seamless operations, and delivering exceptional client service.
Our Founder
- Founded SageOne Investment Managers in 2012
- Renowned Speaker at Investor Forums & Business Schools, sharing his Insights through SageOne Investor Newsletters.
- With 25+ years of Extensive Investing Experience across Multiple Market Cycles, Samit is well-known for Early Identifying Several Multi-Baggers.
- Prior to SageOne, he spent a decade in Consulting and Valuations in the US, and Private Equity in India, providing Deep Business and Valuation Expertise.
- CFA Charter Holder with an MBA from Washington University, USA and an Engineering Degree from Mumbai University.
Samit Vartak, CFA
Founder & CIO
Investment & Research Team
Uncovering High Quality Investments
A team of seasoned analysts and fund managers conducting deep, bottom-up research to find high- growth businesses with strong fundamentals. Their disciplined approach ensures sustainable, long- term wealth creation.
Operations & Compliance Team
Ensuring Seamless Execution
The backbone of SageOne, our operations team handles compliance, trade execution, and portfolio management with precision, ensuring smooth and efficient fund operations.
Client Relations Team
Connecting Investors with Opportunities
Dedicated to personalized service, our client relations team ensures transparent communication, timely updates, and direct engagement to rightly align your financial goals with SageOne offerings.
Recent Publications
Stay informed with our latest investor newsletters, insightful knowledge series articles, and media highlights.
Recent Media
Stay updated with our latest media coverage, press mentions.
March 3, 2025
NDTV Profit Podcast Series
Samit Vartak on market drawdowns, approach investors could imbibe in realiging their portfolio and how to identify superior investing opportunities.
February 18, 2025
ET Now : Samit Vartak on navigating drawdowns and focus on long-term opportunities
ET Now : Samit Vartak on how to navigate through market drawdowns and focus on identifying long-term term opportunities.
November 27, 2024
ET Now : SLMP Fund Manager Satish Kothari’s perspective on markets and portfolio construct
ET Now : Our SLMP Fund Manager Satish Kothari’s perspective on markets and portfolio construct.
Take the Next Step in Investing
Partner with SageOne Investments to build a high-growth portfolio backed by deep research and disciplined investing. Take the first step toward superior long-term returns.
