SageOne Investment Advisors LLP
No. of Clients
No. of Investment Approach
31 January 2024
In 2012, SageOne Investment Advisors was co-founded by Mr. Samit Vartak, with a motivation to share his skills of identifying great businesses with investors at large. We offer investment management services through Portfolio Management Services (PMS) and Category III Alternative Investment Fund (AIF) structures. Sage’ meaning Wise and Virtuous is the core principle of our organisation. We focus on leading businesses that have potential to grow earnings above 20%+ CAGR which is available at cheap or fair valuation. We look for businesses with long-term competitive advantage, in a stable industry, that has a huge and growing market for its products/services. If a business is inferior, then the price of the stock does not matter and it would not interest us. Our ability to understand businesses, thorough ground work and a talented team to do it is what has enabled us to deliver the best returns.