Paterson

Get access to investment portfolios created by research experts

Get to know

Sagar Lele, CFA

Sagar brings over 12 years of experience in equity markets, spanning investment advisory, institutional broking, and asset management.

Previously, he was with Daiwa Asset Management (Japan’s second-largest AMC with US$ 200 billion in AUM), where he generated alpha on India-focused funds and advised on India allocations for global portfolios.

His career also includes stints at Motilal Oswal Securities and Antique Stock Broking, and editorial and advisory work at Dalal Street Investment Journal.

Sagar is an Executive Director at Paterson, and plays an active role in the Wealth Management and PMS businesses at Paterson Securities Group.

He is a CFA charterholder, holds a Master’s degree in Finance from the University of Reading, and a Bachelor’s in Business from NMIMS.

Sagar brings over 12 years of experience in equity markets, spanning investment advisory, institutional broking, and asset management.

His career also includes stints at Motilal Oswal Securities and Antique Stock Broking, and editorial and advisory work at Dalal Street Investment Journal.

Sagar is an Executive Director at Paterson, and plays an active role in the Wealth Management and PMS businesses at Paterson Securities Group.

He is a CFA charterholder, holds a Master’s degree in Finance from the University of Reading, and a Bachelor’s in Business from NMIMS.

Latest from Paterson's desk

Years of experience

10+ years

SEBI Registered

INA000015747

Enjoy a seamless investing experience

Get started in
3 easy steps

Choose

Choose a suitable portfolio that matches your investment objective.

Subscribe to the portfolio to get access to the constituents and future updates.

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

The portfolios showcased in the video are dummy portfolios provided solely for illustrative and informational purposes. It is not a recommendation, investment advice, or advertisement, and should not be relied upon for making any investment decisions

Enjoy a seamless investing experience

Get started in
3 easy steps

All your questions answered

Frequently asked questions

What are the products offered?

We currently offer 5 high-conviction smallcases, each built on a strong thematic foundation and backed by rigorous research and real performance:, Satellite, Monopolies, Value Migration, Socially Responsible Investing, All-Season, These smallcases are designed to beat traditional investment options like mutual funds by combining:, Concentrated portfolios, Superior stock selection, Timely rebalancing, Strict adherence to the core theme, In addition, we offer customised portfolio advisory services, tailored to your goals and risk profile.

What is their investment philosophy?

We don’t think in percentages. We think in multiples., Our investment philosophy is rooted in identifying stocks with the potential to deliver outsized returns by riding the dual engine of:, Strong earnings growth, Valuation re-rating, To do this consistently, we use our proprietary SEVT framework, which guides every stock selection. It includes:, Long-term Stories – Structural narratives and market shifts that unfold over time, Strong Earnings Growth – Backing the story with solid financials, Reasonable Valuations – Buying with a margin of safety, Visible Triggers – Identifying catalysts yet to be priced in,

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.