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Sowilo Investment Managers – Portfolio Management Services (PMS)

Sowilo Investment Managers operates as a specialized asset and wealth management firm, primarily serving High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) in both domestic and international markets. The firm's core team comprises chartered accountants united by a shared objective: to establish a robust platform offering diverse investment avenues across asset classes, with a strategic emphasis on equity as a primary driver, underpinned by extensive knowledge, practical experience, and unwavering ethical principles.

AUM (₹ Cr)

188.57

Clients

154

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Sowilo Investment Managers Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Multicap Fund Multi Cap & Flexi Cap -2.69% — — Jun 2023
Target Return Investment Fund Small & Mid Cap -12.90% — — Jun 2023

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Sandip Agarwal

Fund Manager

Sandip, a Chartered Accountant with over two decades of diverse professional experience, brings a wealth of expertise in financial research and advisory. He has a proven track record of serving Mutual Funds, Pension Funds, and Insurance Funds both domestically and internationally, with a specialization in the technology, telecom, and internet sectors. Sandip has garnered significant industry recognition, achieving rankings in the Asia Money Best Technology Analyst awards for three consecutive years: No. 2 in 2020, No. 1 in 2021, and No. 2 in 2022. Prior to this, he held the position of Executive Director (Investment Analyst – IT, Telecom & Internet) at Edelweiss Financial Services, a role he occupied since 2012. His insights have been regularly sought after by prominent financial media outlets, including CNBC, Bloomberg, and ET Now, and he has been featured in leading financial publications such as The Economic Times and Business Standard. A distinguished academic, Sandip is a rank holder in his CA Final examinations and a graduate of Bengal University. His extensive and varied experience makes him exceptionally well-suited to lead the fund management initiatives at Sowilo.

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Regulatory Information

SEBI Registration: INP000008127

Registered Office: 57, Ground Floor, Virwani Ind. Estate, Off Western Express Highway, Goregaon (East), Mumbai - 400 063.

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)