SageOne Investment Managers
Neha Agarwal has a diverse work experience in the financial sector. Neha is currently working as a Vice President - Research & Business Development at SageOne Investment Managers, where they conduct research, develops strategies, and manages relationships with institutional setups and potential clients. Prior to this, Neha worked as an Account Manager at Edelweiss Financial Services and was a primary equity research analyst for Pharmaceuticals and Chemicals sectors. Neha was also a Research Analyst at CRISIL Limited and held internships at Bloomberg LP and Anand Rathi Financial Services.
Neha Agarwal completed a Post Graduate Diploma in Management with a specialization in Finance from T.A PAI MANAGEMENT INSTITUTE from 2013 to 2015. In 2014 and 2015, they also cleared CFA Level II from the CFA Institute. Prior to that, from 2010 to 2013, they obtained a Bsc. Economics Honours degree from the University of Calcutta. Their education history dates back to their completion of Higher Secondary in Commerce from Mahadevi Birla Girl's Higher Secondary School from 2005 to 2010. Additionally, Neha Agarwal holds a certification in Technical Analysis from the Bombay Stock Exchange.
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SageOne Investment Managers
SageOne Investment Managers is one the respectable investment management firm in India, incepted with the sole objective to build serious wealth for our clients (UHNIs, family offices etc.) by achieving attractive returns without commensurate risk. Even as we seek superior returns, our first priority is that our advice produce consistency, protection of capital, and superior performance in bad times. Investment Objective – Superior returns, low risk Investment approach – Businesses with long term competitive advantage in attractive industries from the point of view of long term value creation Team – Highly experienced and passionate with combined experience of more than 80 years… Our edge comes from the skill of the fund manager in understanding a business not just in absolute terms, but relative to how it’s positioned against the domestic and global competitors. Rather than look for near term triggers, we go at much granular level of business understanding by talking to many layers of management personnel, key competitors as well as do in depth ground work at retail points, customers, key suppliers, distributors to understand risks and drivers of the business and its strategic competitive positioning. This enables us to have an edge to gauge potential of the business over a much longer duration. At the same time, the most important factor for us is to stay away from managements of questionable integrity. Here we maintain “zero” tolerance policy and we prefer letting go of a good opportunity even if we have some doubts about the management’s integrity. Once the management passes the above hurdle, we look for their competence in running the business and allocating capital. We look for businesses with long-term competitive advantage, in attractive industries from the point of view of long term value creation.