Affluense AI AFFLUENSE

Sowilo Investment Managers – Portfolio Management Services (PMS)

Sowilo Investment Managers is a boutique asset and wealth management company catering primarily to HNI and UHNI investors both in domestic as well as offshore markets.The team consists of chartered accountants coming together to pursue their passion that is to create a platform which provides investment opportunity across asset class via equity as a superior proxy through knowledge, experience, and ethics.

AUM (₹ Cr)

188.57

Clients

154

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Sowilo Investment Managers Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Multicap Fund Multi Cap & Flexi Cap -2.69% — — Jun 2023
Target Return Investment Fund Small & Mid Cap -12.90% — — Jun 2023

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Sandip Agarwal

Fund Manager

Sandip is a chartered accountant with over 20 years of experience in varied field. His core expertise has been financial research and advisory and has served Mutual Funds/Pension Funds/Insurance Funds across India and globe in the technology, telecom and internet sector. Sandip, has been ranked No 2 in Asia Money best technology analyst awards in 2020, Ranked No 1 in Asia Money best technology analyst awards in 2021 and Ranked No 2 in Asia Money best technology analyst awards in 2022. Last worked as Executive director (Investment Analyst – IT, Telecom & Internet) at Edelweiss Financial Services – since 2012. He has regularly been featured on financial channels like CNBC, Bloomberg and ET Now. He also has been covered by financial newspapers like Economic Times and Business Standard. Sandip is rank holder in CA Final and graduate from Bengal University. With his versatile experience, Sandip would be lead Fund Manager at Sowilo.

Interested in Sowilo Investment Managers?

Get in touch with our investment advisors to learn more about Sowilo Investment Managers's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000008127

Registered Office: 57, Ground Floor, Virwani Ind. Estate, Off Western Express Highway, Goregaon (East), Mumbai - 400 063.

Disclaimer

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)