SageOne Investment Managers
Pratik Singhania has a strong background in investment research and analysis. Pratik is currently Vice President - Research at SageOne Investment Managers since April 2021. Pratik previously held the position of Senior Research Analyst at the same company from June 2017 to March 2021. Prior to that, they worked as a Research Analyst at PCRPL from August 2015 to May 2017. Pratik also gained experience as a Research Analyst at Ambit Capital from November 2012 to September 2014. Pratik started their career as an Industrial Trainee at Edelweiss Capital from May 2010 to April 2011, where they focused on analyzing annual reports and providing differentiated perspectives to clients. Pratik began their professional journey as an Article Assistant at Chaturvedi & Shah from October 2007 to May 2010, where they conducted statutory audits, limited reviews, tax audits, and handled consolidation of financial statements for companies in various sectors.
Pratik Singhania has a diverse education history. Pratik completed their B.Com degree at N.M. College from 2005 to 2010. Prior to that, from 1993 to 2005, they attended Bombay Cambridge Gurukul. Pratik also pursued professional certifications, including a C.S. (Company Secretary) degree from The Institute of Company Secretaries of India from 2007 to 2010 and a C.A. (Chartered Accountant) degree from the Institute of Chartered Accountants of India from 2007 to 2011. Lastly, they obtained a Charter Pending from the Chartered Financial Analyst (CFA) program in the US from 2010 to 2012.
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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.