SageOne Liquid Approach

Satish Kothari is a Senior Vice President and Fund Manager of SageOne Large & Midcap Portfolio at SageOne Investment Managers, bringing over two decades of experience in financial markets. His deep understanding of the BFSI and consumer industries, combined with an extensive network for channel checks, sets him apart as a seasoned professional. His career spans both buy-side and sell-side roles, starting at JP Morgan in investment banking, followed by ICICI Securities (where his team earned a #1 Institutional Investor ranking). He later played a key role in expanding Edelweiss's PI Equities Desk and family office practice. He is a CFA Charterholder with an MBA from Symbiosis and a Commerce degree from St. Xavier's College, Kolkata.

Kshitij Kaji is Fund Manager – SLMP and Vice President – Research at SageOne, bringing over a decade of equity research experience across sell-side and buy-side. His expertise lies in identifying transformative mega-trends through qualitative analysis informed by behavioral finance, with a focus on emerging mid-cap leaders. Before SageOne, he was a Research Analyst at Carnelian Capital (covering IT and Pharma) and spent 5+ years at Edelweiss on the sell side covering retail, FMCG, and textiles. He is a CFA Charterholder, an Accounting Technician from ICAI, and holds a Master of Commerce in Management from Mumbai University.

Samit Vartak is the Founder and Chief Investment Officer of SageOne Investment Managers, bringing over 25 years of investing expertise. Renowned for his ability to identify multi-bagger opportunities early, Samit is a trusted voice in the investment community and a frequent speaker at investor forums and business schools. He founded SageOne in 2012, leveraging his deep business and valuation expertise to create a leading investment management firm. Prior to SageOne, he gained extensive experience in consulting and valuations in the United States and private equity in India. His comprehensive understanding of multiple market cycles has shaped his unique approach to investment management. He is a CFA Charterholder and holds an MBA from Washington University (USA) and an Engineering Degree from Mumbai University.

Parin Gala, Senior Vice President – Research & Fund Accounting at SageOne, brings over 16 years of Indian Equity Research experience with a fundamentally driven focus on value in Midcap and Smallcap companies, identifying special situations. Beyond research, he also oversees the firm's fund accounting and order management operations. His career in Equity Research began at Gandhi Securities & Investment. He holds a Master's Degree in Commerce from Mumbai University and an MSc in International Securities, Investment and Banking from the ICMA Centre, University of Reading, UK.

Pratik Singhania is Vice President – Research at SageOne Investment Managers, using a sector-agnostic, bottom-up approach to identify investment opportunities. Since 2017, he has been an integral part of the team. He also plays a key role in tax planning, legal, taxation, accounts, and auditing. Prior to SageOne, he gained experience in sell-side research covering consumer discretionary, retail, and real estate at Ambit Capital and Edelweiss. He is a qualified Chartered Accountant and has completed all levels of the CFA program (USA) with a Bachelor of Commerce from the University of Mumbai.

Neha Agarwal is Vice President – Research & Strategy at SageOne, a skilled finance professional with over a decade of experience in investment analysis and business growth strategy. Her expertise in equity markets spans multiple sectors, with strong relationships with institutional investors and family offices globally. During her five years at SageOne, she has contributed across multiple functions including research and business development. Previously, she held positions at Edelweiss Financial Services (now Nuvama, selected for Emerging Leaders program) and Crisil Limited (an S&P Company). She is a CFA Charterholder, holds a Gold Medal in B.Sc. Economics from the University of Calcutta, and an MBA in Finance from T.A. Pai Management Institute, Manipal.

Yash Sanghani is the Principal Officer of SageOne's IFSC Branch at GIFT City, with 7+ years of experience in financial services. He oversees branch operations at GIFT City while generating investment ideas across portfolios. He specialises in equity research, portfolio management, and business valuation, focusing on mid and small-sized companies. He began his career in equity dealing before transitioning to equity research and later expanded into private equity assessments and business valuations. He holds a CFA Charter, a Post Graduate Diploma in Investment & Financial Analysis from Gujarat University, and a BBA.

Neel Shah is a Senior Research Analyst at SageOne with over 6 years of experience in equities research, focused on business fundamentals and financial analysis. He works closely with the investments team to identify long-term investable ideas. Prior to SageOne, he spent 5 years at Valuequest Investment Advisors tracking BFSI, Autos and IT sectors. He holds a B.Tech from K.J. Somaiya College of Engineering.

Vandit Jain is a Research Analyst at SageOne with a strong interest in business fundamentals and financial statement analysis. Prior to SageOne, he was part of the Aditya Birla Group's prestigious Finance Leadership Program for a year, working across the Chairman's Office and diverse business functions. He is a Chartered Accountant with All India Rank 20 in CA Final, has completed all levels of the CFA Program (USA), and holds a Bachelor's in Commerce from Mumbai University.

Sharad Pachisiya is the CEO of SageOne Investment Managers, with over 18 years of expertise in Indian Equity Capital Markets. Known for strategic leadership and a deep understanding of investment dynamics, he has a proven track record of building and scaling businesses in financial services. In his previous role as Head of Equity Sales and Senior Vice President at Edelweiss Financial Services (12-year tenure), he developed and expanded the Professional Investors Equities Desk and contributed significantly to investment banking and private wealth management. Recognised as a 'Top Under 40' Alternative Investment Professional 2021 by AIWMI. He holds a Commerce degree from St. Xaviers' College Kolkata, an MS in Finance (Indian CFA) from ICFAI Hyderabad, and an MBA in Finance from NMIMS Mumbai.

Alok Nagpurkar is COO at SageOne Investment Managers, with a rich background spanning over two decades in financial services. He brings a blend of operational expertise, regulatory knowledge, and technological foundation. At Purnartha Investment Advisers, he played a pivotal role in establishing and scaling operational and compliance functions from the ground up. At SageOne, he drives operational excellence using data analytics and automation. He holds a Bachelor's in Mechanical Engineering and an MBA from the University of Pune.

Parthiv Shah is Senior Manager – Dealing & Operations at SageOne, bringing over 18 years of experience in Indian equity markets. He oversees trading operations and dealing activities. He spent approximately 13 years at Edelweiss Financial Services (Senior Dealer, Professional Investors desk — executing trades for large Proprietary Funds, Family Offices, MFs, PMS, AIFs) and approximately 2 years at Motilal Oswal Financial Services. He holds a B.Com from the University of Mumbai.

Anurag Bende is Chief Manager – Compliance & Legal at SageOne Investment Managers, with over 8 years of experience in SEBI regulatory compliance, legal, and secretarial matters. He is responsible for overseeing regulatory compliance for PMS and AIF, in addition to legal and secretarial functions. At Catalyst Trusteeship Ltd., he managed debenture and security trustee transactions ensuring strict regulatory compliance. He is a qualified Company Secretary and holds a B.Com from Pune University.

Ashish Gavhane is Senior Manager – Client Onboarding & Compliance at SageOne, with over nine years of experience in financial services and education sectors. He oversees client onboarding and regulatory compliance, managing formalities required to initiate and maintain client accounts. He holds a B.Com from the University of Pune.

Neha Gadgil is Senior Manager – Operations at SageOne, with over a decade of experience in financial services specialising in data analysis, process optimisation, and client support. Previously at Purnartha Investment Advisers, she played a key role in enhancing client support through in-depth data analysis and streamlined processes. She holds a Master's in Commerce from Pune University and is a CFA Charter holder from the Institute of Chartered Financial Analysts India, Hyderabad.

Harish Dhake is Senior Manager – Operations & Client Servicing at SageOne with over 15 years of experience in Mutual Fund, PMS, and AIF operations, sales support, and client servicing. He previously worked with Sundaram, Abakkus, Nippon (erstwhile Reliance) and KFinTech, managing end-to-end operations, transaction processing, compliance coordination, MIS reporting, performance tracking, and analytical dashboards. He holds a B.Com from North Maharashtra University and has completed NISM certifications in PMS and AIF operations.

Rahul Dhage is Manager – Client Onboarding at SageOne, with over a decade of expertise in financial services client onboarding and broking operations. Previously worked at Purnartha Investment Advisers and Kotak Securities in PMS operations and client onboarding, and began his career at SBICAP Securities Ltd. He holds a B.Com from Mumbai University.

Ashish Sasane is Assistant Manager – Client Onboarding at SageOne, responsible for overseeing the client account opening process for both PMS and AIF. He brings expertise in the regulatory and operational aspects of client onboarding. He holds a BCA from Pune University.

Renuka Patil is AVP – Business Development & Client Servicing at SageOne, with a decade of experience in the BFSI industry. Previously at Motilal Oswal Securities (Service Partner, Private Client Group — handling PMS, direct equity, structured products and mutual funds) and Axis Bank (Private Wealth Division — managing HNW and corporate banking transactions). She has extensive experience in retail assets, forex, and operations. She holds an MBA in Finance from PUMBA (Department of Management Sciences, Pune University).

Awalokita Prabha is Senior Manager – Client Servicing at SageOne, with over eight years of expertise in client service and operational processes. Previously at Purnartha Investment Advisers and Narnolia Securities (Regional Partner, Motilal Oswal). She holds a B.Com (Honours) from Ranchi University and a Post Graduate Diploma in Management (Finance) from Xavier's Institute of Social Services, Ranchi.

Karishma Khiani is Senior Manager – Client Servicing at SageOne, with over nine years in wealth management. Previously at Axis Bank (Wealth Department) and IIFL Wealth Management, managing HNI and NRI clients with tailored investment solutions and long-term relationship management. She holds a B.Com from Pune University and a Post Graduate Diploma in Business Administration (Finance) from NIIT, Pune.