• After 10 years in the US, Samit Vartak moved to India to pursue his interest in Indian equity markets

    Managed proprietary funds, investments for friends & family; got traction from his multi-bagger picks

  • SageOne Inception

    Set-up to initiate investment management full time; Started with SageOne Core Portfolio (SCP)

  • Advisory license taken

    Received license of an Investment Advisor (IA)

  • Off-shore Partnership

    Associated with Lighthouse Canton, Singapore in 2014 to as sub-advisors to SageOne India Growth Fund

  • PMS license taken

    Launched SageOne Diversified Portfolio (SDP) in Jan

  • Restricted Fund-raise

    Restricted new fund inflows due to significant valuation discomfort

  • New Strategy Launch

    Launched SageOne Small/Micro Cap Portfolio (SSP) in April

    Launched SageOne Flagship Growth 1 Fund in Aug, a 4-year close-ended Cat III AIF

  • Reopened Fund Raise

    Re-opened fund raise across strategies in Dec to capture high quality growth at reasonable valuations

  • Large cap Passive Strategy Launch

    Launched SageOne LargeCap Portfolio (SLP) in May

  • Cat-III AIF Scheme 2 Launch

    Launched SageOne Flagship Growth 2 Fund in Aug, a 4-year close-ended Cat III AIF