SageOne Investment Managers LLP

What Is SageOne Investment Managers LLP?

SageOne Investment Managers LLP is an investment management firm based in Pune, Maharashtra, offering Portfolio Management Services (PMS) and managing Category III Alternative Investment Funds (AIFs). Founded by Samit Vartak, the firm focuses on listed equity investments and offers multiple investment approaches for investors seeking professionally managed portfolios.

The firm operates across three areas: domestic Portfolio Management Services, domestic Alternative Investment Funds and an AIF offering through GIFT City. Each operates within its applicable regulatory framework and has its own investment documentation.

SageOne's PMS offering includes four approaches: Core Portfolio, Small Cap, LargeCap and Liquid Approach. Its AIF platform includes the Flagship Growth OE Fund, Flagship Growth 2 Fund and India Growth GIFT Fund. The availability and status of individual schemes may differ.

SageOne's investment philosophy considers business quality, earnings growth, valuation, management quality and portfolio-level risk controls. The suitability of any approach depends on an investor's financial circumstances, risk tolerance, investment horizon and the relevant product documents.

SageOne Investment Managers: Company Overview

The domestic AIF registration is held at the trust level and applies across the trust's schemes; it should not be interpreted as a separate registration number for every fund.

The “II” in the IFSC branch FME registration number denotes a licence classification. It does not mean that SageOne's AIF is Category II.

What Investment Services Does SageOne Offer?

SageOne's investment management activities cover PMS, domestic AIFs and a GIFT City AIF. These structures have different regulatory requirements, investment terms, liquidity conditions and investor eligibility criteria.

1. Portfolio Management Services (PMS)

PMS provides professionally managed portfolios under the applicable portfolio management agreement and regulatory framework. SageOne offers four approaches:

• SageOne Core Portfolio: An equity portfolio management approach.
• SageOne Small Cap: An approach focused on small-cap equities.
• SageOne LargeCap: An approach focused on large-cap equities.
• SageOne Liquid Approach: A debt-oriented approach.

Investors should review the relevant portfolio documents for investment objectives, portfolio construction, minimum investment, fees, exit conditions and risk disclosures.

Explore PMS strategies on ALTPORT.

2. Domestic Alternative Investment Funds (AIFs)

SageOne also manages domestic AIF schemes under a Category III AIF structure. Category III funds may use complex investment strategies and can involve market, liquidity, leverage and concentration risks, depending on their governing documents.

The SageOne domestic AIF offerings listed for this page are:

• SageOne Flagship Growth OE Fund: An open-ended fund.
• SageOne Flagship Growth 2 Fund: A closed fund; its current status should be checked before considering any transaction.

AIF registration is at the trust level. Individual schemes may have separate offer documents and terms.

Explore Category III alternative investment funds on ALTPORT or browse AIF products on ALTPORT.

3. GIFT City AIF

SageOne's GIFT City offering is the SageOne India Growth GIFT Fund, registered under IFSCA reference IFSCA/AIF3/2024-25/0131.

GIFT City funds operate under the applicable International Financial Services Centres Authority (IFSCA) framework. Investors should review the fund's own documentation to understand eligibility, investment terms, fees, liquidity and risks.

SageOne Funds and Approaches Available Through ALTPORT

The following pages provide product-specific information. Scheme terms and availability should be verified against the latest applicable documents.

What Is SageOne's AUM and SEBI Registration?

SageOne's regulatory registrations differ according to the investment activity. The portfolio manager registration covers its PMS activity, while the domestic AIF and GIFT City AIF operate under their respective registration frameworks.

PMS assets under management

The following PMS AUM figures are reported as at 31 August 2026, based on APMI data.

These figures represent the listed PMS approaches only. AIF assets are reported separately and have not been added to the PMS total. AUM changes over time, so the figures should always be read with their reporting date.

Registration details

• PMS: SEBI registration number INP000006943.
• Domestic AIF: IN/AIF3/19-20/0711, at the trust level.
• GIFT City AIF: IFSCA/AIF3/2024-25/0131.
• IFSC branch FME: IFSCA/FME/II/2023-24/068.

Investors should verify current registration and scheme information against the relevant regulatory disclosures and fund documents.

What Is SageOne's Investment Philosophy?

SageOne's stated investment approach considers the characteristics of the underlying businesses and the risks associated with building an investment portfolio. Its broad investment considerations include:

• Business quality: Evaluating the nature and durability of a company's business.
• Earnings growth: Assessing the potential for businesses to grow earnings over time.
• Valuation: Considering the price paid for an investment relative to its fundamentals and growth prospects.
• Management and governance: Examining management quality, corporate governance and business conduct.
• Portfolio construction: Applying sector and group-level limits to manage concentration.

These considerations do not eliminate investment risk or guarantee positive returns. Equity portfolios remain exposed to market movements, company-specific developments, valuation changes and economic conditions.

The way these principles are applied can differ by PMS approach or AIF scheme. Investors should refer to the relevant product page and official documents for fund-specific objectives, portfolio characteristics and restrictions.

Who Runs SageOne? Leadership and Investment Team

Samit Vartak

Samit Vartak is SageOne's Founding Partner and Chief Investment Officer (CIO), and a CFA charterholder. His leadership role is associated with the firm's investment management activities and its overall investment philosophy.

Investors researching SageOne should distinguish the firm's leadership information from the named portfolio managers or authorised personnel associated with individual products. Current roles and responsibilities should be confirmed against the latest official disclosures.

Investment team

Kshitij Kaji, CFA, and Satish Kothari, CFA, have been identified in industry materials in connection with fund management. Their current designations and responsibilities should be confirmed before publication or relied upon for a specific investment decision.

ASK Investment Managers transaction announcement

On 5 October 2026, ASK Investment Managers announced that definitive agreements had been entered into to acquire SageOne. The announcement describes an agreed transaction; it should not be treated as confirmation that the acquisition has been completed.

Until completion and any subsequent official disclosures are confirmed, the announcement alone does not establish that SageOne's brand, team, investment products or operating arrangements have changed. Ownership-related statements should reflect the latest verified disclosures.

What Are the Key Risks of Investing Through SageOne?

Investments managed through PMS and AIF structures carry risks that vary by strategy, portfolio holdings and governing documents.

• Market risk: Equity and debt investments can lose value as market conditions change.
• Concentration risk: Exposure to particular companies, sectors or groups can increase the effect of adverse developments.
• Small- and mid-cap volatility: Smaller companies may experience sharper price movements and lower liquidity than larger companies.
• AIF liquidity risk: Redemption opportunities may be limited by a fund's structure and governing documents. Closed funds have different liquidity characteristics from open-ended schemes.
• Regulatory and operational risk: Changes in regulations, market infrastructure or operating arrangements may affect investment products.
• Change-of-control risk: A transaction involving the investment manager may create questions about ownership, governance or future arrangements. Any implications should be assessed using official disclosures rather than assumptions.

Before investing, review the applicable offer documents, portfolio management agreement, risk disclosures, fees, taxation considerations, liquidity terms and exit conditions. Past performance is not indicative of future performance.

Explore SageOne on ALTPORT

Explore SageOne's PMS approaches and AIF offerings through the product pages listed above. Review each product's current documents, investment terms, fees, liquidity provisions and risk disclosures before making an investment decision.

You can also explore PMS strategies, browse AIF products or contact ALTPORT for platform-related information.