Sageone Investment Managers Llp

Sageone Investment Managers Llp - financial services in Pune, Maharashtra, India. FY 2026 financials and compliance.
LLPIN AAB-6772 Incorporated 29 July 2013 ROC Pune HQ Pune, Maharashtra, India
Active Limited Liability Partnership financial services
Data last updated
Revenue · FY 2021
₹9.01 Cr
▲ 4.21% YoY
EBITDA · FY 2021
*****
▲ 27.93% YoY
Net profit · FY 2021
*****
▲ 33.54% YoY
Contribution obligation
₹25.05 Lakh
As per LLP agreement
Paid-up contribution
-
Contribution received
Open charges
None
Secured borrowings
Company age
13 yrs
Est. 2013
Last financials
Mar 2025
Balance sheet date

About Sageone Investment Managers Llp

Data last updated: 22 December 2025

Sageone Investment Managers Llp is a limited liability partnership company based in Pune, Maharashtra, India. It specialises in portfolio management services, a part of the broader financial services sector. Incorporated on 29 July 2013, the LLP has been in operation for over 13 years.

Registered with ROC Pune under LLPIN AAB-6772.

Capital: a total obligation of contribution of ₹25.05 Lakh. It is led by designated partners Sonal Samit Vartak and Samit Sadashiv Vartak.

Accounts filed on 31 March 2025. Office: Pune, Maharashtra.

As per the financials filed for FY 2021, the LLP reported a revenue of ₹9.01 Cr, a growth of 4.21% compared to the previous year.

The LLP is associated with 1 brand - Sageone Investment Advisors.

For more details, the LLP can be reached via its website sageoneinvestments.com.

Company Details of Sageone Investment Managers Llp
LLPIN AAB-6772
Incorporation Date 29 July 2013
Total Obligation of Contribution ₹25.05 Lakh
ROC Pune
Company Status Active
Date of Last AGM 31 March 2025
Date of Balance Sheet 31 March 2025
Contact Details
  • Email
    *****@*****.com
  • Telephone
    +91-****-******
  • Social Media
  • Registered Address
    Plot No. 56 Cloud – 9 Soc, Sn – 46/1/2 Kondhwa Kd Mohd. Wadi, Pune, Maharashtra, India – 411048
  • Industry
    Financial Services, Portfolio Management Services
Company report
Sageone Investment Managers Llp - full intelligence report
  • Historical Financials and ratios
  • Shareholding pattern and group structure
  • Charges with holder and property details
  • Litigation, compliance and MCA filings
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Financials, compliance, directors, charges, ownership and filings for Sageone Investment Managers Llp in one report.

10-year financials Directors & ownership Charges & compliance

Associated Brands with Sageone Investment Managers Llp

Sageone Investment Managers Llp operates one associated brand: SageOne Investment Advisors. These brands represent Sageone Investment Managers Llp's diversified market presence and brand portfolio.

Brand Description Website
Provides portfolio management and alternative investment funds for high growth businesses. sageoneinvestments.com

Competitors & Alternatives of Sageone Investment Managers Llp

Brands and companies operating in the same space as Sageone Investment Managers Llp include Fidelity Investments, UTI Mutual Fund, Goldman Sachs and 7 more.

Competitor Description Location Founded
Fidelity Investments Fidelity Investments Provider of brokerage accounts, retirement planning, wealth management, and trading platforms Boston, United States, United States 1946
UTI Mutual Fund UTI Mutual Fund Mutual funds, portfolio management, and retirement planning services are offered. Mumbai, India, India 2001
Goldman Sachs Goldman Sachs Investment banking services are delivered across multiple financial sectors. New York, United States, United States 1869
S&P Global S&P Global Platform offering business intelligence solutions that combine data and actionable analytics for clients New York, United States, United States 1917
Sundaram Finance Sundaram Finance Provider of consumer & SME loans and equipment & vehicle leasing services Chennai, India, India 1954
Bank of America Bank of America Commercial banking and asset management services are offered worldwide. Charlotte, United States, United States 1904
State Street State Street Financial services are provided to asset managers worldwide. Boston, United States, United States -
FIS FIS Software suites for banks and financial institutions are provided. Jacksonville, United States, United States 1968
Avendus Avendus Corporate advisory and investment services are provided to clients. Mumbai, India, India 1999
360 One 360 One Asset and wealth management software is provided for businesses. Mumbai, India, India 2008

Designated Partners of Sageone Investment Managers Llp

Sageone Investment Managers Llp is currently managed by 2 designated partners, with 3 former designated partners having served the organization. The current Designated Partners play a crucial role in shaping the company's strategic direction and governance.

Current Designated Partners
Name Designation Appointment Date Tenure Status
Sonal Samit Vartak Designated Partner 27 Aug 2018 7 Years 10 Months Current
Samit Sadashiv Vartak Designated Partner 29 Jul 2013 12 Years 11 Months Current

Financials of Sageone Investment Managers Llp FY 2025 filings available

Sageone Investment Managers Llp reported revenue of ₹8.81 Cr (up 4.21% YoY) for FY 2021. Profit growth despite declining revenue indicates effective cost management and margin discipline.

Revenue
₹8.81 Cr ▲ 4.21%
Profit
***** ▲ 33.54%
EBITDA
***** ▲ 27.93%
Metrics
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Revenue
Revenue from Operations
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Revenue Growth %
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Other Income
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Total Revenue
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Expenses
Total Expenses
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Raw Material Cost
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Change in Inventory FG
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Change in Inventory WIP
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Purchase of Traded Goods
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Employee Cost
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Managerial Remuneration
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Audit Fees
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Insurance
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Power & Fuel
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Interest
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Depreciation
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Other Expenses
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Profitability
EBITDA (Operating Profit)
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Operating Margin %
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Exceptional Items
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Extraordinary Items
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Profit Before Exceptional & Extraordinary Items
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Profit Before Tax
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Tax & Net Profit
Tax Expense
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Current Tax
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Deferred Tax
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Profit from Discontinued Operations
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Tax on Discontinued Operations
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Profit
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Net Margin %
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Metrics
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Shareholders' Funds
Total Shareholders' Funds
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Equity Capital
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Reserves & Surplus
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Money Against Warrants
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Other Equity
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Non-Current Liabilities
Total Non-Current Liabilities
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Long-Term Borrowings
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Deferred Tax Liabilities
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Other Non-Current Liabilities
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Long-Term Provisions
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Current Liabilities
Total Current Liabilities
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Short-Term Borrowings
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Trade Payables
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Other Current Liabilities
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Short-Term Provisions
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Total Equity & Liabilities
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Non-Current Assets
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Tangible Assets
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Intangible Assets
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Capital WIP
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Intangibles Under Dev
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Investments
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Deferred Tax Assets
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LT Loans & Advances
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Other Non-Current Assets
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Current Assets
Current Assets
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Current Investments
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Inventories
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Trade Receivables
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Cash & Bank Balance
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ST Loans & Advances
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Other Current Assets
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Total Assets
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Metrics
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Cash from Operating Activities (CFO)
Profit Before Tax
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Non-Cash Adjustments
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+ Interest Expense
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+ Depreciation
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+/- Unrealized Forex
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- Dividend Income
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- Interest Income
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+/- Other Non-Cash Items
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Changes in Working Capital
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+/- Inventory
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+/- Debtors
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+/- Creditors
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Reconciliation Adjustments
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Cash Generated from Operations
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Income Taxes Paid
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Net CFO (Cash from Operations)
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Cash from Investing Activities (CFI)
Acquisitions & Disposals
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Disposal of Subsidiaries
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Acquisition of Subsidiaries
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Capex
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Purchase of Fixed Assets
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Sale of Fixed Assets
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Other Investing Cash Flows
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Net CFI (Cash from Investing)
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Cash from Financing Activities (CFF)
Equity Issuance
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Debt Raised
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Debt Repaid
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Dividends Paid
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Interest Paid
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Net CFF (Cash from Financing)
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Net Cash Position
Net Change in Cash (Pre-Forex)
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Closing Cash & Equivalents
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Metrics
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Liquidity
Current Ratio
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Quick Ratio
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Cash Ratio
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Efficiency
Inventory Days
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Debtor Days
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Creditor Days
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Cash Conversion Cycle
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Asset Turnover
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Profitability
Net Profit Margin %
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Operating Margin %
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ROE %
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ROCE %
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Net Worth Margin %
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Growth
Revenue Growth %
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Leverage
Equity Multiplier
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Debt / EBITDA
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Solvency
D/E Ratio
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ICR
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Unlock Complete Financial History (FY 2015 – Latest)
Standalone & Consolidated - Income Statement, Balance Sheet, Cash Flow, Financial Ratios and Growth Trends with 10+ years of line-item data.
10+ years of data Line-item breakdown Balance Sheet detail Cash Flow analysis 20+ ratios & metrics Downloadable PDF
What Is the Ownership and Shareholding Structure of Sageone Investment Managers Llp?

View Sageone Investment Managers Llp's control and ownership data: shareholding patterns, funding details, FII information, directors and KMP remuneration, group structure, overseas investment and related data.

Shareholding Pattern (FY 2026)
Shareholding pattern chart
  • Promoters: **.**%
  • Public: **.**%
  • Others: **.**%
Shareholding Pattern over the Year
FY 2026 FY 2025 FY 2024 FY 2023 FY 2022
Promoters**.****.****.****.****.**
Public**.****.****.****.****.**
Others**.****.****.****.****.**

Full shareholding pattern with quarterly trends.

Charges & Borrowings Sageone Investment Managers Llp

Sageone Investment Managers Llp does not have any charges (loans) registered with the Registrar of Companies.

Employees and EPFO Compliance at Sageone Investment Managers Llp

View historical data on people associated with Sageone Investment Managers Llp, including employment history and EPFO contributions.

2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026

Employee Count & EPFO Data of Sageone Investment Managers Llp

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Monthly employee headcount & PF contributions
EPFO establishment details & ECR filing status
Year-wise workforce analytics & attrition trends
PF exemption, coverage & compliance verification

GST Compliance of Sageone Investment Managers Llp

XX%
Compliant
GSTR-1
GSTR-3B
GSTR-9
MH
KA
UP
TN
TS

GSTIN & GST Filing Data of Sageone Investment Managers Llp

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GSTIN registrations & state-wise presence
Filing compliance - GSTR-1, GSTR-3B, GSTR-9
HSN/SAC codes with goods & services details
Taxpayer type, jurisdiction & business constitution

Credit Ratings, Litigation & Regulatory Alerts for Sageone Investment Managers Llp

Credit rating
AAA
AA+
AA
AA-
! !
2015 2017 2019 2021 2023
Litigation
District Court 35
High Court 45
Supreme Court 0
NCLT / NCLAT 0
Pending
Disposed
Regulatory alerts
GSTIN Cancelled
Andhra Pradesh
GSTIN Cancelled
Telangana (on application)
EPFO Delay
12 months delay - Haryana
Violations via Directors
20 MCA + 19 Bank defaults

Credit Ratings, Legal Cases & Regulatory Alerts of Sageone Investment Managers Llp

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Credit rating history across CARE, ICRA, Brickwork & India Ratings
Instrument-wise ratings, outlook & action timeline
Court-wise litigation (District, High Court, Supreme Court, NCLT)
Group company & common directorship litigation
Statutory compliance alerts (GSTIN, EPFO, ROC)
Director & company violations (MCA, SEBI, Banks, BSE/NSE)

MSME Payment Delays by Sageone Investment Managers Llp

MSME Payment Delays by Sageone Investment Managers Llp

Track payments outstanding to micro and small enterprise vendors, as disclosed in half-yearly MSME-1 returns filed with the MCA.

Amounts outstanding to MSME suppliers
Delay periods & reasons for delayed payments
Half-yearly MSME-1 filing history
Vendor-payment behaviour as a counterparty risk signal

Subsidiaries & Group Companies of Sageone Investment Managers Llp

Subsidiaries & Group Companies of Sageone Investment Managers Llp

See the full corporate group - holding company, subsidiaries, associates and joint ventures of Sageone Investment Managers Llp with ownership details.

Holding & parent company details
Subsidiaries & step-down subsidiaries with % holding
Associates & joint ventures with partner details
Investments in other entities year-on-year

MCA Filings & Documents of Sageone Investment Managers Llp

MCA Filings & Documents of Sageone Investment Managers Llp

Download official documents filed with the Ministry of Corporate Affairs - from incorporation papers to the latest annual filings.

Incorporation documents, MoA & AoA
Annual returns (MGT-7) & financial statements (AOC-4)
Charge filings (CHG-1, CHG-4) & resolutions
Complete document index with filing dates

Recent Activity on Sageone Investment Managers Llp

Activity
31 Mar 2025
Sageone Investment Managers Llp last Annual general meeting of members was held on 31 Mar 2025 as per latest MCA records.
Activity
31 Mar 2025
Sageone Investment Managers Llp has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Pune.
Directors
27 Aug 2018
Sonal Samit Vartak was appointed as a Designated Partner on 27 Aug 2018 & has been associated with this company since 7 years 10 months.
Directors
29 Jul 2013
Samit Sadashiv Vartak was appointed as a Designated Partner on 29 Jul 2013 & has been associated with this company since 12 years 11 months.
Activity
29 Jul 2013
Sageone Investment Managers Llp was registered on 29 Jul 2013 with Roc Pune & aged 12 years 11 months as per MCA records.

Frequently Asked Questions about Sageone Investment Managers Llp

Sageone Investment Managers Llp is an active limited liability partnership in the financial services sector based in Pune, Maharashtra, India. It was incorporated on 29 July 2013 (13+ years old) and is registered under LLPIN AAB-6772.

Sageone Investment Managers Llp reported revenue of ₹9.01 Cr for FY 2021 (up 4.21% YoY).

The current designated partners of Sageone Investment Managers Llp are:

The primary industry of Sageone Investment Managers Llp is financial services. The LLP specifically operates in portfolio management services. The LLP is currently active in this sector.

Sageone Investment Managers Llp can be reached at the registered office: Plot No. 56 Cloud – 9 Soc, Sn – 4612 Kondhwa Kd Mohd. Wadi, Pune, Maharashtra, India – 411048, or through the website sageoneinvestments.com.

The total obligation of contribution is ₹25.05 Lakh.

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Financials, directors, compliance, charges and shareholding - sourced from MCA, SEBI and RBI filings.

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