SAGEONE INVESTMENT MANAGERS - Key Persons
Job Titles:
- Chief Operating Officer
- Chief Operating Officer at SageOne
Alok has over 20 years of diverse experience in the financial services industry across operations, process optimization, regulatory compliance & IT. A hands on executive, Alok has been instrumental in creating and building sustainable and scalable integrated data, operations and technology teams to supplement operational efficiencies and improve service delivery. Previously, Alok has spent more than a decade at Purnartha Investment Advisers where he was involved in setting up operations and compliance teams from ground up. He has a stint in entrepreneurship.
Currently, as the Chief Operating Officer at SageOne, Alok works closely with the management team in linking strategy, execution and accountability and aligning operational processes around shared objectives. His keen focus on data-driven operations, analytics and automation goes a long way in creating and building a culture of operational excellence.
Alok is a graduate in Mechanical Engineering and has a Masters in Business Administration from the University of Pune.
Job Titles:
- Chief Quant Strategist
- Chief Quant Strategist / Investments
Anand brings over 16 years of experience in the alternative investments space and has worked with buy side asset management firms from USA and UK. In his last 12 year role with Liongate Capital Management UK, he set up India operations with focus on quantitative research and risk management for comingled and managed account portfolios of hedge funds, liquid alternatives (40k) & UCITS funds. His areas of interest and expertise are quantitative trading, market risk, machine learning, artificial intelligence and IT.
At SageOne, his responsibilities include quant oriented hedged strategy development, portfolio risk management. Anand is also involved in process improvement & automation initiatives at the organisation level.
Job Titles:
- Manager - Client Onboarding and Compliance
Ashish brings more than nine years diversified experience in the financial services and education Industry across onboarding and regulatory compliance functions. He has handled and led client onboarding teams across the institutional & retail categories. His compliance work includes building monitoring screens and audits.
Previously, he has worked with Purnartha Investment Advisers where he was heading the onboarding team.
Ashish is a Bachelor of Commerce from the University of Pune.
Job Titles:
- Manager
- Manager - Client Servicing and Onboarding
Job Titles:
- Research Analyst
- Design Engineer at Volvo - Eicher Motors
- Member of the Research Team Who Started
- Research Analyst / Business Development / Client Servicing
Dushyant Mishra is a member of the research team who started at the firm as an intern in 2018.
With a background in Mechanical Engineering, Dushyant has worked as a Design Engineer at Volvo-Eicher Motors and taught machining and computer aided design strategies at The Ohio State University and Texas A&M University. His passion for finance began with his investments in the New York Stock Exchange at the age of 19.
He has a Masters in Mechanical Engineering with a specialization in Heat Transfer and Fluid Dynamics.
Job Titles:
- Manager - Client Servicing and Onboarding
- Manager - Client Servicing and Onboarding / Operations
Karishma has over 9 years of extensive experience in the wealth management industry with proven capabilities in customer relations and client servicing.
Karishma has earlier worked with Axis bank Ltd (Wealth Department) and IIFL Wealth Management where she has managed NRIs and HNI clients as a client service representative. She has done Bachelor of Commerce from Pune University. She has also done her PGDIB (Finance) from NIIT, Pune.
Kshitij has over 6+ years of experience in equity research, in addition to 3 years experience in various finance and accounting related profiles. Prior to working with SageOne Investment Managers, he worked with Carnelian Capital for more than a year on the buy side where he covered various sectors like IT, Pharma, etc. and at Edelweiss for over 5 years on the sell side, covering companies across various sectors including retail, footwear, FMCG, building materials, textile exports, etc. along with executing multiple thematic reports. He is extremely passionate about equity investing and enjoys identifying long term trends and generating ideas based on them. He also believes that hard work and discipline play key roles in investing and likes to focus on the softer qualitative aspects when evaluating a company.
Kshitij is a CFA charterholder alongwith an Accountant Technician from the Institute of Chartered Accountants of India and a Masters of Commerce in Management from the Mumbai University.
Job Titles:
- Vice President - Research and Business Development
Neha has over 6 years of industry experience working across equity research and sales roles. Her last stint involved managing professional equity investors. She was well-recognized for on-boarding some strategic institutional relationships. As an equity research analyst, her expertise has been pharmaceuticals and chemicals with strong industry knowledge and channel connects.
Prior to SageOne, she has been part of Edelweiss Financial Services and Crisil Limited. She has also been part of the Emerging Leaders group at Edelweiss.
Neha is a gold medalist in Economics from the University of Calcutta and M.B.A. Finance from T. A. Pai Management Institute, Manipal.
Neha has more than nine years of experience in the financial services industry across financial data analysis and process optimization. She brings with her rich experience and knowledge of operations. She has handled and led performance and data analyst teams. She is well versed with handling financial queries of the clients.
Neha has earlier worked with Purnartha Investment Advisers Pvt Ltd where she was involved in critical data analysis and developing new processes to provide end-to-end client support.
She has done her Masters in Commerce from Pune University and is a CFA charter holder from Institute of Charter Financial Analyst India, Hyderabad.
Job Titles:
- Vice President - Research and Fund Accounting
Parin has over 16 years' experience in Equity Research in Indian Capital Markets. He follows a bottoms-up style of investing covering multiple sectors. His forte lies in Midcap and Smallcap companies and in special situations like Demergers, Buybacks and Delisting. Prior to working with SageOne Investment Managers, Parin worked as Research Analyst with Gandhi Securities & Investment.
While research is the core responsibility of Parin at SageOne, he also oversees the organisation's fund accounting and order management activities.
Parin holds a Master's Degree in Commerce from Mumbai University. He also holds a MSc in International Securities, Investment and Banking from ICMA Centre, University of Reading, UK.
Job Titles:
- Manager - Dealing & Operations
Parthiv brings over 15 years of experience in Indian equity markets with prior stints at Edelweiss Financial Services ( 13 years) and Motilal Oswal Financial Services ( 2 years).
In his last role as Senior Dealer at Edelweiss Professional Investors desk, he was responsible for trade execution of large Proprietary Funds, Family Offices and Investment Managers (MF, PMS, AIF) and maintaining the sensitivity of their large trades.
He is a Bachelor of Commerce from the University of Mumbai.
Job Titles:
- Vice President - Research
Pratik joined SageOne Investment Managers in 2017 and is a part of the investment team. He has a sector agnostic approach focusing on bottom-up style of investment. Before joining SageOne, Pratik worked for 5 years in public market investing, sell side research covering sectors like consumer discretionary, retail, real estate, etc and executed multiple thematic and bespoke researches for a large Family Office, Ambit Capital and Edelweiss.
Apart from research, Pratik also devotes his time in tax planning and structuring of the organization and its Investment vehicles. He also supervises the legal, taxation, accounts and auditing related matters at the organization.
Pratik holds a Bachelor of Commerce from the University of Mumbai. He is also a qualified Chartered Accountant and has completed all levels of the CFA program, USA.
Job Titles:
- Senior Manager - Business Development and Client Servicing
Renuka has rich work experience of 10 years in BFSI industry as a service partner. She has worked with Motilal Oswal Securities with their Private Client Group as Service Partner for financial products like PMS, Direct Equity, Structured Products and Mutual Fuds etc. She has also worked with Axis Bank with their Private wealth division as Service Relationship Manager. She was responsible for all banking transactions for HNWs and Corporate clients. She has extensively worked with retail assets, forex as well as operations divisions.
Renuka is MBA Finance from Department of Management Sciences (PUMBA), Pune University.
Samit Vartak - Chief Investment Officer, Founder
Job Titles:
- Chief Investment Officer
- Founder
- Founding Partner
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.
Job Titles:
- Senior Vice President - Research and Investments
- Team Member
Satish brings over 16 years of rich experience & expertise in financial markets across sell side and buy side research. Satish has worked for financial majors like JP Morgan, ICICI Securities and Edelweiss.
He started his career with JP Morgan in their investment banking division and after that he joined ICICI Securities as a sell side analyst. At ICICI Securities, Satish and his team was rated #1 in Institutional Investor (II) survey. In his last role at Edelweiss, he played a key role in scaling up the Professional Investors (PI) Equities Desk and family office practice. Prior to Edelweiss, Satish was managing money for a large family office during his proprietary stint.
Satish is a CFA (US), MBA (Symbiosis) and a commerce graduate from St Xaviers College, Kolkata
Sharad brings over 16 years of rich experience & expertise in Indian Equity Capital markets. In his last role as Head Equity Sales & Senior Vice President in Edelweiss, Sharad played a vital role in building and scaling up the Professional Investors Equities Desk practice, He was also part of the senior leadership group at Edelweiss Financial Services. He has worked with Edelweiss Financial Services for over 12 years with over 4 years in investment banking and over 8 years in Private Wealth Management.
Sharad has been recognised as ‘Top under 40' Alternative Investment Professional 2021, an annual award ceremony felicitated by AIWMI.
Sharad is a commerce graduate from St. Xaviers' College, Kolkata, MS Finance (erstwhile Indian CFA) from ICFAI, Hyderabad and M.B.A Finance from NMIMS, Mumbai. He is also a guest lecturer at several colleges in Mumbai.
Job Titles:
- Manager - Client Onboarding & Operations
Vaishali has over 20 years of rich experience in the financial services space under operations domain. Vaishali has earlier worked with Purnartha Investment Advisers and Kotak Securities. She has extensively handled the operations and client onboarding responsibilities for retail as well as HNI client categories.
She has done Bachelor of Commerce from the University of Mumbai and NISM certifications on operations & risk management, customer due diligence.