About SageOne Investment Advisors
SageOne Investment Advisors is a Financial Services company based in Pune (India) founded in 2012 by Samit Vartak, and was acquired by ASK Group in October 2026. It provides portfolio management and alternative investment funds for high growth businesses. It operates on a B2B model. Its Indian entity Sageone Investment Managers Llp reported revenue of ₹128 Cr. SageOne Investment Advisors offers products and services including Portfolio Management Services, Category III AIF, and SageOne India Growth OE Fund. Its focus areas include Finance, Investment Tech, Alternative Investments and AIF Funds. Its competitors include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Pune, India
- Founders Samit Vartak
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website sageoneinvestments.com
- Social LinkedIn X
- Acquired by ASK Group (Oct 2026)
- Legal Name Sageone Investment Managers Llp
- Date of Incorporation 29 Jul, 2013
- Jurisdiction Pune, Maharashtra, India
Associated legal entities of SageOne Investment Advisors
SageOne Investment Advisors operates through Sageone Investment Managers Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Sageone Investment Managers Llp CIN AAB-6772 | Active | 29 Jul 2013 | Pune, Maharashtra | ₹128 Cr | 2 | View details |
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.
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.
Investors in SageOne Investment Advisors
SageOne Investment Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include ASK Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Asset & wealth management platform | 1983 | askfinancials.com | Mumbai, India |
Investor details for SageOne Investment Advisors
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Board of directors of Sageone Investment Managers Llp (SageOne Investment Advisors)
Sageone Investment Managers Llp is the primary company behind SageOne Investment Advisors. The board of Sageone Investment Managers Llp currently have 2 directors; the longest-serving is Samit Sadashiv Vartak, appointed in 2013. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Samit Sadashiv Vartak DIN 06530658 | Designated Partner | 29 Jul 2013 | 13 yrs 3 mo | Sageone Investment Managers Llp |
| Sonal Samit Vartak DIN 01299651 | Designated Partner | 27 Aug 2018 | 8 yrs 2 mo | Sageone Investment Managers Llp |
People of SageOne Investment Advisors
3 people are tracked at SageOne Investment Advisors (3 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder, CIO | Leadership | |
Neha Agarwal | Vice President - Research & Business Development | Leadership |
Pratik Singhania | Vice President - Research | Leadership |
Complete people profiles for SageOne Investment Advisors
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Financials of SageOne Investment Advisors
Figures of Sageone Investment Managers Llp, the primary company behind SageOne Investment Advisors, for FY 2025. Revenue was ₹128 Cr (+119% year on year). Net profit was ₹62.00 Cr (49% margin). EBITDA was ₹92.24 Cr (72% margin). Revenue has grown at a compounded annual rate of +31% over three years and +71% over five years.
- ₹128 CrRevenue · FY 2025 · +119% YoY
- ₹62.00 CrNet profit · 49% margin
- ₹92.24 CrEBITDA · 72% margin
- +31%Revenue CAGR, 3 years
- +71%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Sageone Investment Managers Llp are on its company page.
Detailed financial statements for SageOne Investment Advisors
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Timeline of SageOne Investment Advisors
2 dated milestones of SageOne Investment Advisors across 14 years, from founding to its latest funding, stage changes and deals.
- Founded SageOne Investment Advisors is founded.
- Exit Acquired by ASK Group.
Competitors of SageOne Investment Advisors
SageOne Investment Advisors has 3 listed competitors in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed competitors of SageOne Investment Advisors
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Web traffic of SageOne Investment Advisors
The website of SageOne Investment Advisors (sageoneinvestments.com) receives about 8.8K visits a month.
- Monthly visits8.8K
▼ 27.4% vs previous month
Websites whose visitors overlap most with SageOne Investment Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
screener.in | screener.in | 100% | #1,968 | – | |
| aifpms.com | 97% | View details | |||
| bseindia.com | 90% | 10.6M | View details | ||
| pmsaifworld.com | 88% | 54.7K | #395,666 | View details | |
| trendlyne.com | 86% | 4.1M | #13,977 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for SageOne Investment Advisors
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Related news about Sageone Investment Advisors
Complete news archive for SageOne Investment Advisors
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Frequently Asked Questions about SageOne Investment Advisors
SageOne Investment Advisors was founded in 2012.
SageOne Investment Advisors is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
The primary company behind SageOne Investment Advisors, Sageone Investment Managers Llp, reported revenue of ₹128 Cr for FY 2025, up 119% year on year.
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.
SageOne Investment Advisors's top competitors include UTI Mutual Fund, Avendus and 360 One.
SageOne Investment Advisors offers Portfolio Management Services, Category III AIF, and SageOne India Growth OE Fund.
SageOne Investment Advisors has 1 investor. Key investors include ASK Group.
SageOne Investment Advisors operates through Sageone Investment Managers Llp.
Yes. SageOne Investment Advisors was acquired by ASK Group in October 2026.
The legal entities of SageOne Investment Advisors currently have 2 directors, including Sonal Samit Vartak, Samit Sadashiv Vartak.