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.
5244.29
1105
3
31 December 2025
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| SageOne Smallcap Portfolio | Small Cap | -7.04% | 12.92% | 18.72% | Jan 2017 |
| Large and Midcap Portfolio | Mid & Large Cap | 6.54% | 23.69% | — | Apr 2022 |
Past performance is not indicative of future results. Returns are subject to market risks.
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| SageOne Flagship Growth OE fund | Small & Mid Cap | 13.50% | — | — | Sep 2024 |
AIF investments carry market risks. Please read scheme documents carefully.
Fund Manager
9 years experience in equity research on the sell-side and buy-side Enjoys identifying mega trends, focusing on softer qualitative aspects and behavioral finance Preference has always been towards identifying larger mid-caps which can be future large caps CFA Charter holder, Accountant Technician from ICAI and Masters of Commerce in Management from Mumbai University.
Founder and CIO, Fund Manager
Samit Vartak is the Founding Partner and Chief Investment Officer of SageOne Investment Advisors 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.
Fund Manager
18 years of rich experience & expertise in financial markets across sell side and buy side research - Deep understanding of BFSI, Consumer sectors and built a strong network of channel checks Managed money for a large family office during his proprietary stint CFA Charter holder, MBA (Symbiosis) and a commerce graduate from St Xavier's College, Kolkata
Get in touch with our investment advisors to learn more about SageOne Investment Managers LLP's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000006943
Registered Office: Office No. 10, 4th Floor, Suyog Platinum Tower, Naylor Rd, off Mangaldas Road, near Conrad Hotel, Koregaon Park, Pune, Maharashtra 411001
This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.
For official or regulatory matters, please refer to formal communication channels of the respective organization.
Affluense AI – Smarter Insights. Stronger Relationships with Affluents.
Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
