Sowilo Wealth Enhancers: Redefining Wealth Management with Research Excellence

The current financial industry demands organizations to operate efficiently through technological advancement while prioritizing the people to succeed in the changing financial market. Furthermore, a properly formed strategy combined with strong understanding of functional differentiation powers and extensive readiness for technological advancements represents essential elements for wealth and asset management firms. Sowilo Investment Managers has made its mark by ticking all the above mentioned boxes.

Sowilo Wealth Enhancers (Sowilo), incorporated on June 15, 2022, is a boutique asset and wealth management firm catering primarily to Corporate, UHNI, HNI investors and Family Offices in domestic as well as offshore markets. Additionally, it helps clients invest in the most efficient businesses within the country and be a part of the value creation process through the framework of scale, returns, technology, leadership and governance.

Sandip Agarwal, a rankholder Chartered accountant, joined PMS management in December 2022 to manage IT stock investments after building a 12-year career in equity research at the sell-side (2010–2022).

As the firm recognized restrictive potential in Indian sectorial funds, it established a general investment fund that included stocks across midcap, large-cap and small-cap bands. Through its research-driven principles, the company possesses a competent research team that substantially surpasses the norm while putting substantial financial resources into research together with customer service and technology development as they value credibility above sales promotion methods. The firm aims for research-driven, low-risk returns that will energize long-term market maturation in India.

Research-based investments using technological frameworks should lead organizations to save costs and minimize customer defection and drive growth. The projected economy of India will exceed all other worldwide markets during the upcoming decade to 15 years. India benefits from its strategic position in the market since China's economic dimensions restrict its ability to satisfy worldwide needs. The global market seeks to establish its next manufacturing center which India stands as the prime choice to fill China's former position. 

Furthermore, technology advances and research-driven investments into India enable capitalization of this special situation while providing stable earnings and low market uncertainty. The international investment market chooses India as its prime choice because of demographic advantages and rising wealth creation together with clear regulatory frameworks. With this trajectory at hand, Sowilo will leverage this opportunity to aid its clients drive an optimal financial future.

In our firm, we don't use any other means of investing other than research, so I'm extremely happy that I have been able to build this firm based on what I wanted to

Sandip Agarwal, CEO & Chief Fund Manager

“We are a very different country and I'm very proud of that. We don't want to copy anyone else, but yes, we will be the factory of the world and I am confident about it”, stated Sandip Agarwal, CEO & Chief Fund Manager, Sowilo Wealth Enhancers.

There are three major factors that drive business growth for the firm. This includes firstly the increased investor confusion from social media and other channels that create an opportunity for expert advice delivery which benefits the firm. Secondly, equity investment patterns among HNIs and ultra-HNIs rise as new listings accompany private company introductions and because of recognition about India’s economic growth paired with past investment success. And thirdly, the public’s limited equity investment knowledge in India, combined with the transparent and reliable regulatory framework builds trust which drives investors toward the market.

A Meticulous Approach

The firm believes India presents numerous opportunities to foreign investment because of its stable 6 percent GDP growth along with favorable demographics and favorable international business climate. The firm shows investors to expand by monitoring small-cap and medium sectors which helps in targeting India's critical export abilities. For strategic growth, the firm dedicates time to develop research capabilities that precede its accelerated expansion by creating AI-enhanced research tools which shorten analysis durations from days to minutes and speed up new client admissions.

Additionally, it works to make investing more accessible to all clients through transparent research tools and maintains business agility combined with high returns and low client turnover by applying technology-based innovation methods.

Furthermore, an optimal human expertise and technology alignment exists through the firm's selection of highly skilled researchers whose number matches the portfolio size. Adding to this, advanced technology integrates with research capability to devise better outcomes while speeding up extensive impacts of business expansion. Research excellence combined with advanced technology allows the firm to fulfill its client expectations. The full platform launch schedule of the firm aligns perfectly with market conditions as it thoroughly understands this move represents an industry-changing achievement.

While effectively merging human analysis capabilities with technological maximum efficiency for enhanced results and market leadership. The firm follows a client-oriented operation model that conducts complete KYC procedures and personal consultations to identify what investors need and which investments would be suitable for them. It avoids taking risks through client profiling and volatility tolerance assessments because this process identifies clients who cannot withstand market changes. Consequently, the firm prevents potential losses. In-depth profiling allows the firm to match client’s financial targets while prioritizing their interests above its own purposes which builds trust as well as protects customers from market declines through individualized advice.

“In our firm, we don't use any other means of investing other than research. So I'm extremely happy that I have been able to build this firm based on what I wanted to”, stated Sandip.

A Robust Roadmap

The client-led approach which has emerged from research-based sales competencies has culminated in the formation of a pure research investment company. The firm wishes to enter into the AIF space and is working towards it, pushing itself towards an ultimate goal of creating a platform which provides investment opportunities across asset classes via equity as a superior proxy through knowledge, experience, and ethics. Patience, discipline and depth of research are what differentiate the firm from the rest and believe it to be the key growth driver for the future.