Sowilo Invement Manager LLP Company Logo

SEBI-Registered Portfolio Management Services for High Net Worth Individuals in India

Tailored, research-driven PMS solutions designed to deliver long-term, risk-managed wealth growth for HNIs & Ultra HNIs.

Our Investment Philosophy

In developing countries like India the effort required to scale up business is substantially higher than developed economies due to:
Five-step process of investment philosophy including Hyper Competition, Demographic Distribution, Complex Regulations, Huge Unorganized Sector, and Socio-Political Conditions

Based on our philosophy, we invest in businesses which are scalable, generate higher returns, have technological edge, are market leaders and have strong and ethical management team with good governance. We perceive buying of equities only as a medium to buy great businesses. Investment is purely based on bottom-up research, defining investible universe which qualify the above rigorous test.

Who Should Invest in Sowilo PMS?

We have 6 principles that guide our investment decisions.

Business Owners and Entrepreneurs

We build customised portfolios designed to protect capital while capturing long-term growth for business owners who prefer stability, scalability, and strategic wealth creation.

Industralist, Corporate Executives & CXOs

Our alpha-driven strategies focus on high-conviction, long-term compounding opportunities curated for leaders who value performance and consistency.

NRIs seeking India-focused portfolio management

We help NRIs access high-quality Indian investment opportunities through strict research-based portfolio selection and disciplined risk management.

Performance Snapshot

Point to Point Returns – as on 31st October  2025
1 Month 3 Months 6 Months 1 Year 2 Years Since Inception
Sowilo Multicap Fund 0.17 -6.83 -2.40 16.36 7.46 17.31
BSE 500 ‐ TRI 0.45 -3.13 3.24 17.30 8.09 15.52
Nifty Smallcap 250 – TRI 0.81 -5.00 -3.57 15.36 3.61 18.10
1 Month 3 Months 6 Months 1 Year 2 Years Since Inception
Sowilo Target Return Aggressive Fund 1.63 -4.82 -7.38 10.17 7.36 14.74
BSE 500 ‐ TRI 0.45 -3.13 3.24 17.30 8.09 15.13
Nifty Smallcap 250 – TRI 0.81 -5.00 -3.57 15.36 3.61 17.58

Portfolio Strategy

Disclaimer

Sowilo makes no representations or warranties, implied or expressed, on financial or investment products and services offered to the clients through this platform. We won’t be held liable for any losses or damages caused in connection with the use of information or products and services available on our platform. Please consider your time frame, risk and gain balance, financial goal, specific investment requirements, and risk tolerance level before designing an investment portfolio or choosing a fund with us. Past performance or investment portfolio cannot guarantee or predict future performance. All investments are subject to market risks please read will scheme related documents carefully before investing.