SageOne Investment Managers

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 a proficient professional with over 20 years of expertise in Indian Equity Capital Markets. Known for his strategic leadership and deep understanding of investment dynamics, Sharad has a proven track record of building and scaling businesses in the financial sector.

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.