SOWILO TARGET RETURN AGGRESSIVE SCHEME

Sandip is a Chartered Accountant (AIR -31 CA Final) with more than 22 years of experience in varied fields. His core expertise has been financial research and advisory and has served mutual funds / pension funds / insurance funds across India and globe in the technology, telecom and internet sector. He has handled clients based in US, Europe, Australia, Southeast Asia etc. His clients include global funds like ADIA (UAE), Oppenheimer Holdings, Capita, T Rowe, Fidelity, Wasatch, Platinum (Australia), Amundi, Schroders and many other HNI across globe. Sandip has been ranked No 2 in Asia Money best technology analyst awards in 2020, Ranked No 1 in Asia Money best technology analyst awards in 2021 and Ranked No 2 in Asia Money best technology analyst awards in 2022. Last worked as Executive Director (Lead Analyst – IT, Telecom & Internet) at Edelweiss Financial Services (now Nuvama) from Jan 2012– Dec 2022. He is regularly featured on financial channels like CNBC, Bloomberg and ET Now. He also has been covered by financial newspapers like Economic Times and Business Standard. With his versatile experience, Sandip leads fund management team at Sowilo.

Nitesh is a Chartered Accountant with more than 24 years of experience in the field of financial services. Nitesh entered the asset management industry in year 1999 after completing his CA. Over the years he expanded his experience to include financial planning, investment expertise to both domestic as well as offshore markets. He continues to use his unique planning strategies and tax expertise to pursue the financial needs of the investors. He specializes in designing strategies that provide guidance to high-net-worth individuals, families and corporate clients to pursue wealth, manage risk, minimize taxes, and plan their estates. He has previously worked for marquee institutions viz. Lodha & Co., HDFC AMC Ltd, Aditya Birla Sun Life AMC Ltd and ASK Investment Managers.

Padmavati Udecha, a Chartered Accountant (AIR 8 in CA Final), brings 5+ years of rich experience in equity research. Formerly, part of the Economy and Strategy team at Edelweiss (now Nuvama) and then tracking Autos and Consumer Durables at Macquarie Capital, Padmavati now leads the research team at Sowilo Investment Managers LLP. Her expertise spans economic analysis, strategic insights, and investment management, driving the firm's commitment to delivering robust financial solutions and achieving superior investment outcomes. During her stint at Edelweiss, she was a key contributor in their team winning the Best Economy and Strategy team award for 2 consecutive years in the Asiamoney polls. Also, she had developed strong recall among senior industry professionals with over 20+ years of experience, within a short span of 6-9 months. She is focused on driving bottom-up research-driven ideas for the PMS at Sowilo Investment Managers LLP, aiming to deliver superior investment outcomes for clients.

Arvind is a Chartered Accountant with more than 22 years of experience in accounts, audit, compliance, investments, financial planning, taxation, transaction structuring, and regulatory advisory services. He is a seasoned professional with qualitative approach towards execution and brings in inspiration to cope up with new challenges through unique solutions. He has expertise in handling complex transactions and is known for delivering unique ideas and tailor-made solutions suiting client needs. Arvind leads operations and strategic efforts at Sowilo. He has previously held key portfolios covering above fields in reputed firms like KPMG & PwC and KCPL and Associates LLP.