Sabhya Trust — Sabhya Fund | wisefolio

Sabhya Trust

Strategic Wealth Creation through Primary Markets

IN/AIF3/25-26/1801Cat III

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Sabhya Trust (SEBI Reg. IN/AIF3/25-26/1801) is a Category III AIF registered on 5 May 2025 and managed by SGB Investment Managers LLP (incorporated 23 December 2024, LLP Act 2008, ROC Delhi). The fund operates the 'Sabhya Opportunity Fund,' an open-ended Category III AIF focused exclusively on India's primary capital markets — specifically IPO-centric investing. The fund employs a research-led, selective, and risk-managed approach to participation in high-quality IPO opportunities, with strong emphasis on fundamental analysis, valuation discipline, and governance assessment. The fund is governed by MITCON Credentia Trusteeship Services Limited as independent trustee (CIN: U93000PN2018PLC180330, subsidiary of MITCON Consultancy & Engineering Services Limited) and Orbis Financial Corporation Limited as custodian and RTA. The fund is headquartered in Delhi with a contact address at Flat No. 605, Sethi Bhawan, Plot No. 7, Rajendra Place, Patel Nagar, New Delhi 110008.

Investment Philosophy

Sabhya Opportunity Fund's investment philosophy is built on four core pillars: (1) Primary Market Specialisation — focused strategy dedicated to India's primary capital markets with selective participation in high-quality IPO opportunities; (2) Research-Driven Decision Making — every investment supported by in-depth fundamental analysis, valuation discipline, and governance assessment; (3) Disciplined Risk Management — capital preservation through selective participation, prudent position sizing, and continuous monitoring across market cycles; (4) Institutional Governance & Transparency — SEBI-registered Cat III AIF supported by independent trustees, regulated custodians, and institutional-grade service providers.

Team— 2

Saurabh Goyal

Co-Founder & Investment Manager

Mr. Saurabh Goyal, FCA, is a Co-Founder and Investment Manager at SGB Investment Managers LLP, the manager of Sabhya Opportunity Fund. He brings expertise in banking, capital markets, credit evaluation, and IPO investing.

Sahil Bhatia

Co-Founder & Investment Manager

Sahil Bhatia, CA, is a Co-Founder and Investment Manager at SGB Investment Managers LLP. He is the SEBI-registered contact person for Sabhya Trust. He has deep expertise across banking, capital markets, and IPO investing.

Registration

SEBI Registration

SEBI-registered

Reg. NumberIN/AIF3/25-26/1801

VintageMay 2025 · 1 yr old

Valid ToPerpetual

Contact PersonSAHIL BHATIA

AddressFlat No 605, Sethi Bhawan, Plot No7, Rajendra Place, Patel Nagar, Central Delhi, Delhi, National Capital Territory Of Delhi, 110008

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Disclaimer

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