
Research-focused, Data-driven Investment Management Firm
Svan is a research-focused, data-driven investment management firm founded with a passion for generating sustainable alpha. Focused on protecting and growing your wealth, the firm delivers responsive and responsible client experience. Just as the swan is revered for its purity and wisdom, Svan Investment values excellence and is a product of Sachin and Jigar’s passion for ethical, insights-backed investment acumen. Portfolio Management Services (PMS) are offered in discretionary mode and targeted to high-networth individuals. Advisory services include professional investment advice to the clients on equity portfolio. The firm advises clients on discretionary, as well as non-discretionary basis.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
SVAN INVESTMENT MANAGERS LLP - VELOCITY
Sachin Kasera
Founder
With over two decades of established investment management experience, Sachin Kasera is the founder of Svan Investment Managers LLP. He specialises in cherry-picking multi-baggers. Being brought up in a family where equities and market discussions were part of daily routine, he was fascinated with markets since childhood. With time, his interest and understanding of equity markets kept growing, resulting in his passion transforming into the profession. He believes that continuous learning, diving deep into data, and sharpening research and skills are pivotal to succeed in any market.
Jigar Shah
Co-Founder
Jigar Shah is an equity professional with over twenty years of diverse experience in advisory, sales and marketing and fund management. He has been active in the markets from a young age. Starting his investment journey with IPOs and trying his hand at trading, he realised the importance of long- term investing. Before co-founding Svan Investment Managers, he spent over sixteen years at Motilal Oswal where he started as a management trainee and rose to Senior Vice President, catering to HNIs and institutional clients. He was also co-head equity investments at a boutique PMS firm.
Varsha Sachin Kasera
Designated Partner
Varsha Sachin Kasera is a Designated Partner of Svan Investment Managers LLP.
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