About SageOne Investment Advisors
SageOne Investment Advisors is a company based in Pune (India) founded in 2012 by Samit Vartak. It operates as a B2B. SageOne Investment Advisors offers products and services including Portfolio Management Services, Category III AIF, and SageOne India Growth OE Fund. SageOne Investment Advisors operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
- Headquarter Pune, India
- Founders Samit Vartak
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Sageone Investment Managers Llp
- Jurisdiction Pune, Maharashtra, India
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Annual Revenue
$6.99 M (USD)0as on Mar 31, 2024
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Products & Services of SageOne Investment Advisors
SageOne Investment Advisors offers a comprehensive portfolio of products and services, including Portfolio Management Services, Category III AIF, and SageOne India Growth OE Fund. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Manages investment portfolios for high growth businesses and markets.
Offers funds for opportunities in growth-oriented investments.
Provides access to Indian growth investments through open-ended structure.
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Funding Insights of SageOne Investment Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by SageOne Investment Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - SageOne Investment Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Sageone Investment Advisors Comparisons
Competitors of SageOne Investment Advisors
SageOne Investment Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Mutual funds, portfolio management, and retirement planning services are offered.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers worldwide.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Sageone Investment Advisors
Frequently Asked Questions about SageOne Investment Advisors
When was SageOne Investment Advisors founded?
SageOne Investment Advisors was founded in 2012.
Where is SageOne Investment Advisors located?
SageOne Investment Advisors is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
What is the annual revenue of SageOne Investment Advisors?
Annual revenue of SageOne Investment Advisors is $6.99M as on Mar 31, 2024.
What does SageOne Investment Advisors do?
SageOne Investment Managers LLP, co-founded by Mr. Samit Vartak, focuses on identifying superior businesses with clean management and competitive advantages. They deliver investment management services via Portfolio Management Services (PMS) and Category III Alternative Investment Funds (AIF), targeting high growth opportunities. Based in Pune as the head office, with branches in Mumbai and GIFT City, they serve investors by sharing expertise in stock selection and market navigation. Their approach emphasizes sustainable growth and disciplined investing.
Who are the top competitors of SageOne Investment Advisors?
SageOne Investment Advisors's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
What products or services does SageOne Investment Advisors offer?
SageOne Investment Advisors offers Portfolio Management Services, Category III AIF, and SageOne India Growth OE Fund.