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SageOne Investments Managers

Our Team

At SageOne Investment Managers, we are dedicated to constructing portfolios centered on high-conviction growth opportunities, strategically acquired at valuations below their intrinsic worth.

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Our Research & Investments Team

SAMIT VARTAK, CFA

Founder & CIO

Samit Vartak is the Founder and Chief Investment Officer of SageOne Investment Managers, where he brings over 25 years of investing expertise. Renowned for his ability to identify multi-bagger opportunities early, Samit is a trusted voice in the investment community and a frequent speaker at investor forums and business schools.

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Satish Kothari

Senior Vice President - Research
Fund Manager - SLMP

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Parin Gala

Senior Vice President - Research & Fund Accounting

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Pratik Singhania

Vice President - Research

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Neha Agarwal

Vice President - Research & Strategy

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Kshitij Kaji

Vice President - Research
Fund Manager - SLMP

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Dushyant Mishra

Associate Vice President - Research

Yash Sanghani

Principal Officer (GIFT City)

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Anand Sabale

Chief Quant Strategist

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Our Operations & Client Relations Team

Sharad Pachisiya

Chief Executive Officer

Sharad Pachisiya is a proficient professional with over 18 years of expertise in Indian Equity Capital Markets. Known for his strategic leadership and deep understanding of investment dynamics, Sharad has a proven track record of building and scaling businesses in the financial sector.

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Operations & Compliance Team

Alok Nagpurkar

Chief Operating Officer

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Parthiv Shah

Senior Manager – Dealing & Operations

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Ashish Gavhane

Senior Manager – Client Onboarding & Compliance

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Anurag Bende

Chief Manager – Compliance & Legal

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Neha Gadgil

Manager – Operations

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Vaishali Negi

Manager – Client Onboarding & Operations

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Ashish Sasane

Assistant Manager – Client Onboarding

Client Relations Team

Renuka Patil

Associate Vice President – Business Development & Client Servicing

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Awalokita Prabha

Senior Manager – Client Servicing

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Karishma Khiani

Manager – Client Servicing

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Samit Vartak - Founder & CIO

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Introduction: 

Samit Vartak is the Founder and Chief Investment Officer of SageOne Investment Managers, where he brings over 25 years of investing expertise. Renowned for his ability to identify multi-bagger opportunities early, Samit is a trusted voice in the investment community and a frequent speaker at investor forums and business schools.

Professional Background
Samit founded SageOne in 2012, leveraging his deep business and valuation expertise to create a leading investment management firm. Prior to SageOne, he gained extensive experience in consulting and valuations in the United States and private equity in India. His comprehensive understanding of multiple market cycles has shaped his unique approach to investment management.

Education and Certifications
Samit is a CFA Charterholder, holding an MBA from Washington University (USA) and an Engineering Degree from Mumbai University.

Investor Memos
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Recent Media & Interviews

NDTV Profit Podcast SeriesRead More
ET Now : Samit Vartak on navigating drawdowns and focus on long-term opportunitiesRead More
AIF & PMS Experts: How to value growth and grow value of your investmentsRead More
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Satish Kothari
Fund Manager - SLMP
Senior Vice President - Research

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Introduction: 

Satish Kothari is a Senior Vice President and Fund Manager of SageOne Large & Midcap Portfolio at SageOne Investment Managers, bringing over two decades of experience in financial markets. His deep understanding of the BFSI and consumer industries, combined with an extensive network for channel checks, sets him apart as a seasoned professional who delivers insightful analysis and investment strategies.

Professional Background: 

His career spans both buy-side and sell-side roles, starting at JP Morgan in investment banking, followed by ICICI Securities, where his team earned a #1 Institutional Investor ranking. He later played a key role in expanding Edelweiss’s PI Equities Desk and family office practice, having previously managed assets for a leading family office.

Education: 

Satish is a CFA charterholder with a strong academic foundation. He holds an MBA from Symbiosis and a commerce degree from St. Xavier’s College, Kolkata.

Investor Memos

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Recent Media & Interviews

ET Now : SLMP Fund Manager Satish Kothari’s perspective on markets and portfolio constructRead More
Dalal Street Investment Journal : Satish Kothari on concept of capital efficiency & capital intensityRead More
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Parin Gala
Senior Vice President - Research & Fund Accounting

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Introduction: 

Parin Gala, Senior Vice President – Research & Fund Accounting at SageOne, brings over 16 years of Indian Equity Research experience. His fundamentally driven approach focuses on value in Midcap and Smallcap companies, identifying special situations. Beyond research, he also oversees the firm’s fund accounting and order management operations.

Professional Background: 

Parin’s career in Equity Research began at Gandhi Securities & Investment, where he polished his analytical skills as a Research Analyst. His in-depth knowledge of the Indian market, particularly in identifying undervalued opportunities, has been instrumental in his success.

Education: 

Parin holds a Master’s Degree in Commerce from Mumbai University and a MSc in International Securities, Investment and Banking from the ICMA Centre, University of Reading, UK.

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Pratik Singhania
Vice President - Research

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Introduction: 

Pratik Singhania, Vice President – Research at SageOne Investment Managers, uses a sector-agnostic, bottom-up approach to identify investment opportunities. Since 2017, his strategic and analytical skills have been invaluable to the team. He also plays a key role in tax planning, legal, taxation, accounts, and auditing, ensuring the firm’s operational efficiency.

Professional Background: 

Prior to joining SageOne, Pratik gained valuable experience in public market investing, including roles in sell-side research covering sectors such as consumer discretionary, retail, and real estate. He has a proven track record in executing thematic and bespoke research for prominent institutions like Ambit Capital and Edelweiss.

Education: 

Pratik holds a Bachelor of Commerce from the University of Mumbai. He is a qualified Chartered Accountant and has completed all levels of the CFA program (USA).

Recent Publications

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Neha Agarwal
Vice President - Research & Strategy

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Introduction: 

Neha Agarwal, Vice President – Research & Strategy, is a skilled finance professional with over a decade of experience in investment analysis and business growth strategy. Her expertise in equity markets spans multiple sectors, allowing her to identify promising investment opportunities and recognize key market trends. Neha has built strong relationships with institutional investors and family offices globally while developing effective strategies to expand SageOne’s market presence.

Professional Background: 

Neha’s career encompasses roles in equity research and business development. During her five years at SageOne, she has contributed across multiple functions to strengthen the firm’s capabilities. Previously, she held positions at Edelweiss Financial Services (now Nuvama) and Crisil Limited (an S&P Company). Her selection for Edelweiss’s Emerging Leaders program highlights her leadership potential and impact within the financial industry.

Education: 

Neha earned a Gold Medal in B.Sc. Economics from the University of Calcutta, establishing a strong academic foundation. She further developed her expertise with an M.B.A. in Finance from T.A. Pai Management Institute, Manipal, and has successfully completed all three levels of the CFA Program.

Recent Publications

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Recent Media & Interviews

Dalal Street Investment Journal: Neha Agarwal’s interesting take on ‘Factor Investing’Read More
Dalal Street Investment Journal : Neha Agarwal’s take on the concept of Operating LeverageRead More
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Kshitij Kaji
Fund Manager - SLMP
Vice President - Research

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Introduction: 

Kshitij Kaji, Fund Manager – SLMP, Vice President –  Research, brings over a decade of equity research experience (sell-side & buy-side). His expertise lies in identifying transformative mega-trends through qualitative analysis informed by behavioral finance, with a focus on emerging mid-cap leaders.

Professional Background: 

Before joining SageOne, Kshitij refined his analytical skills at Carnelian Capital as a Research Analyst, where he covered pivotal sectors such as IT and Pharma. Prior to that, he spent 5+ years at Edelweiss on the sell side, analyzing sectors like retail, FMCG, and textiles, and publishing thematic reports.

Education: 

Kshitij holds a CFA Charter, is an Accounting Technician from the Institute of Chartered Accountants of India (ICAI), and has earned a Master of Commerce in Management from Mumbai University.

Investor Memos

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Recent Publications

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Dushyant Mishra
Associate Vice President - Research

Introduction: 

Dushyant Mishra,Associate Vice President – Research is a self-taught finance professional with over 5 years of equity research experience at SageOne. He distinguishes himself through a profound understanding of business fundamentals and an exceptional ability to identify breakthrough sectors before they capture mainstream market attention.

Professional Background: 

Dushyant’s professional journey reflects a unique blend of engineering and finance. He began his career as a Design Engineer at Volvo-Eicher Motors and subsequently taught machining and computer-aided design at The Ohio State University and Texas A&M University. Investing since 19, he now drives market intelligence at SageOne with proprietary business analysis methods. His expertise spans insurance, real estate, and auto ancillary, where he excels in decoding business models and sector dynamics.

Education: 

Dushyant holds a Master’s degree in Mechanical Engineering with a specialization in Heat Transfer and Fluid Dynamics, leveraging his technical background to approach financial analysis with precision and innovation.

Recent Publications

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Yash Sanghani
Principal Officer (IFSC Branch)

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Introduction: 

Yash Sanghani, Principal Officer of the IFSC Branch, has 7+ years of experience in financial services. He oversees branch operations at GIFT City while generating investment ideas across portfolios. Specializing in equity research, portfolio management, and business valuation, he focuses on mid and small-sized companies.

Professional Background: 

Starting in equity dealing, Yash managed client trades and provided investment advice before transitioning to equity research. He later expanded into private equity assessments, business valuations, and purchase price allocations. Today, he drives investment insights and operational management at the IFSC branch.

Education: 

Yash holds a CFA charter from the CFA Institute, USA. He also earned a Post Graduate Diploma in Investment & Financial Analysis from Gujarat University and a Bachelor of Business Administration.

Anand Sabale
Chief Quant Strategist

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Introduction: 

Anand Sabale, Chief Quant Strategist has over 18 years of experience in alternative investments. He leverages his expertise in quantitative trading, market risk, machine learning, and artificial intelligence to develop quant-oriented hedged strategies and manage portfolio risk at SageOne.  Anand is passionate about innovation and is also involved in process improvement and automation initiatives at SageOne. 

Professional Background: 

Anand has successfully worked with buy-side asset management firms across the USA and UK, notably spending 12 years at Liongate Capital Management UK. There, he was pivotal in setting up their India operations, concentrating on research and risk management for hedge funds, liquid alternatives, and UCITS funds.

Education: 

Anand holds an M.Tech from IIT Kanpur and a Bachelor’s degree in Mechanical Engineering. He is also a certified Financial Risk Manager (FRM) from GARP USA.

Recent Publications

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Sharad Pachisiya
Chief Operating Officer

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Introduction

Sharad Pachisiya is a proficient professional with over 18 years of expertise in Indian Equity Capital Markets. Known for his strategic leadership and deep understanding of investment dynamics, Sharad has a proven track record of building and scaling businesses in the financial sector.

Professional Background

In his previous role as Head of Equity Sales and Senior Vice President at Edelweiss, Sharad was instrumental in developing and expanding the Professional Investors Equities Desk. During his 12-year tenure at Edelweiss Financial Services, he held senior leadership roles, contributing significantly to investment banking and private wealth management.

Education and Certifications

Sharad holds a Commerce degree from St. Xaviers’ College, Kolkata, an MS in Finance (erstwhile Indian CFA) from ICFAI, Hyderabad, and an MBA in Finance from NMIMS, Mumbai. 

Achievements and Accolades

Sharad has been recognized as a ‘Top under 40’ Alternative Investment Professional 2021 by AIWMI.

Recent Media & Interviews

ET Now: Sharad talks about sailing amidst market volatility and SageOne’s investment strategyRead More
Our CEO, Sharad Pachisiya has been felicitated with “Top Under 40” 2021 AwardRead More
Money Control: Our CEO, Sharad Pachisiya of SageOne explains how SageOne smallcap PMS turned intoRead More
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Alok Nagpurkar
Chief Operating Officer

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Introduction

With a rich background spanning over two decades in the financial services sector, Alok Nagpurkar, the Chief Operations Officer brings a unique blend of operational expertise, a deep understanding of regulatory landscapes, and a strong technological foundation to his role.

Professional Background

Alok’s career trajectory is marked by a consistent focus on building high-performing teams and streamlining operational processes. At Purnartha Investment Advisers, he played a pivotal role in establishing and scaling operational and compliance functions from the ground up. This hands-on experience has equipped him with a deep understanding of the complexities involved in operationalizing business strategies. Currently, at SageOne, Alok is instrumental in driving operational excellence by leveraging data analytics and automation to enhance efficiency and improve service delivery.

Education and Certifications

Alok holds a Bachelor’s degree in Mechanical Engineering and a Master’s in Business Administration from the University of Pune.

Parthiv Shah
Senior Manager – Dealing & Operations

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Introduction

Parthiv Shah brings over 18 years of valuable experience in the Indian equity markets. As a Senior Manager at SageOne Investment Managers, he oversees trading operations and ensures smooth execution in dealing activities.

Professional Background

Parthiv’s career spans notable stints at Edelweiss Financial Services (~13 years) and Motilal Oswal Financial Services (~2 years), where he has honed his skills in dealing and operations. In his previous role as Senior Dealer at Edelweiss’ Professional Investors desk, Parthiv was responsible for the trade execution of large Proprietary Funds, Family Offices, and Investment Managers (MF, PMS, AIF). His expertise lies in managing high-value trades with precision and discretion, maintaining a keen understanding of the sensitivity required in such transactions.

Education and Certifications

Parthiv holds a Bachelor of Commerce degree from the University of Mumbai. 

Ashish Gavhane
Senior Manager – Client Onboarding & Compliance

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Introduction

Ashish Gavhane is a Senior Manager at SageOne Investment Managers, where he oversees client onboarding and regulatory compliance functions. With a rich and varied career spanning over nine years in the financial services and education sectors, he plays a key role in ensuring seamless onboarding processes and adherence to compliance protocols.

Professional Background

Ashish has extensive experience in onboarding and operational roles, where he has developed a deep understanding of the regulatory and operational aspects of client onboarding. His background equips him with the skills to manage complex tasks while maintaining high standards of compliance and service excellence.

With a focus on precision and client satisfaction, Ashish plays a key role in managing the formalities required to initiate and maintain client accounts, fostering trust and clarity in every interaction. His diligent approach contributes to the smooth integration of clients into the firm’s investment strategies.

Education and Certifications

Ashish holds a Bachelor of Commerce degree from the University of Pune.

Anurag Bende
Chief Manager – Compliance & Legal

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Introduction

Anurag Bende brings over 8 years of experience in SEBI regulatory compliances, legal, and secretarial matters. Currently serving as Chief Manager – Compliance & Legal at SageOne Investment Managers LLP, he is responsible for overseeing regulatory compliance for Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), in addition to handling legal and secretarial functions.

Professional Background

Throughout his career, Anurag has refined his skills in drafting and reviewing legal documents, providing vital support for regulatory requirements. At Catalyst Trusteeship Ltd, he successfully managed debenture and security trustee transactions, ensuring the company remained in strict compliance with relevant regulations.

Education and Certifications

Anurag is a qualified Company Secretary and holds a Bachelor of Commerce degree from Pune University.

Neha Gadgil
Manager – Operations

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Introduction

With over decade of experience in financial services, Neha Gadgil, Manager – Operations, brings a wealth of knowledge in data analysis, process optimization, and client support. She excels at leading high-performing teams and efficiently managing operational workflows.

Professional Background

Prior to joining SageOne, Neha worked at Purnartha Investment Advisers Pvt Ltd where she played a key role in enhancing client support through in-depth data analysis and the development of streamlined processes.

Education and Certifications

Neha holds a Master’s in Commerce from Pune University and is a CFA charter holder from the Institute of Chartered Financial Analysts India, Hyderabad. 

Vaishali Negi
Client Onboarding & Operations

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Introduction

Vaishali Negi is an experienced professional with over 20 years in the financial services industry, specializing in operations. As the Manager for Client Onboarding & Operations, she is responsible for overseeing the seamless integration of new clients, ensuring both efficiency and compliance in every step of the onboarding process.

Professional Background

Her career includes notable stints at Purnartha Investment Advisers and Kotak Securities, where she sharpened her expertise in client onboarding and operations management. Vaishali’s extensive experience spans across different client categories, providing her with a well-rounded understanding of diverse operational requirements.

Education and Certifications

Vaishali holds a Bachelor of Commerce degree from the University of Mumbai and has further enhanced her professional qualifications with NISM certifications in operations and risk management, as well as customer due diligence.

Ashish Sasane
Assistant Manager – Client Onboarding

Introduction

Ashish Sasane, Assistant Manager – Client Onboarding is responsible for overseeing the client account opening process for both Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), ensuring a seamless and efficient experience for every client.

Professional Background

Ashish has extensive experience in onboarding and operational roles, where he has developed a deep understanding of the regulatory and operational aspects of client onboarding. His background equips him with the skills to manage complex tasks while maintaining high standards of compliance and service excellence.

With a focus on precision and client satisfaction, Ashish plays a key role in managing the formalities required to initiate and maintain client accounts, fostering trust and clarity in every interaction. His diligent approach contributes to the smooth integration of clients into the firm’s investment strategies.

Education and Certifications

Ashish holds a Bachelor’s degree in Computer Applications (BCA) from Pune University.

Renuka Patil
Associate Vice President – Business Development & Client Servicing

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Introduction

Renuka Patil, Associate Vice President – Business Development & Client Servicing brings with her a decade of valuable experience in the BFSI industry, specializing in business development and client servicing. As an Associate Vice President, she plays a pivotal role in enhancing client relationships and ensuring seamless service delivery.

Professional Background

Throughout her career, Renuka has worked with prominent organizations such as Motilal Oswal Securities and Axis Bank. At Motilal Oswal, she served as a Service Partner within the Private Client Group, handling financial products like PMS, direct equity, structured products, and mutual funds. She further refined her skills at Axis Bank, where she worked in the Private Wealth Division, managing all banking transactions for HNWs and corporate clients. Renuka has extensive experience in retail assets, forex, and operations, contributing to her well-rounded expertise in the financial services domain.

Education and Certifications

Renuka holds an MBA in Finance from the esteemed Department of Management Sciences (PUMBA) at Pune University.

Awalokita Prabha
Senior Manager – Client Servicing

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Introduction

With over eight years of expertise in client service and operational processes, Awalokita Prabha, Senior Manager – Client Servicing excels in addressing both advisory and financial queries. Currently serving as Senior Manager in Client Servicing, she plays a key role in maintaining strong client relationships and ensuring smooth service delivery.

Professional Background

Her professional journey includes roles at Purnartha Investment Advisers Pvt Ltd and Narnolia Securities(Regional Partner -Motilal Oswal Securities Ltd.) , where she collaborated closely with clients, addressing their financial needs and providing strategic insights. Awalokita has a solid track record of working with both individual and institutional clients, building trust and facilitating long-term engagements.

Education and Certifications

Awalokita holds a Bachelor of Commerce (Honours) degree from Ranchi University, followed by a Post Graduate Diploma in Management (Finance) from Xavier’s Institute of Social Services, Ranchi.

Karishma Khiani
Manager – Client Servicing

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Introduction

Karishma Khiani is a seasoned Client Servicing Manager with over nine years of experience in the dynamic world of wealth management. She brings extensive knowledge and expertise to our team, consistently exceeding client expectations through her exceptional relationship-building skills and dedication to providing personalized service.

Professional Background

Prior to joining SageOne, Karishma enhanced her skills at Axis Bank Ltd (Wealth Department) and IIFL Wealth Management. During her tenure at both organizations, she was instrumental in managing high-net-worth individuals (HNIs) and non-resident Indians (NRIs), offering them tailored solutions and building long-term, trusted relationships.

Education and Certifications

Karishma holds a Bachelor of Commerce degree from Pune University and a Post Graduate Diploma in Business Administration (Finance) from NIIT, Pune.