Sneh Sagar Wealth Management LLP
Undervalued businesses, held with discipline.
SS Value Plus Fund invests in quality mid and small-cap equities the broader market has mispriced, managed by a team with skin in the game alongside every investor.
About
A SEBI-regulated route into strategies a conventional mutual fund can't offer.
Alternative Investment Funds are privately pooled, SEBI-regulated vehicles that aggregate capital from sophisticated investors and deploy it across strategies unavailable in listed markets — including long-short equity, structured credit, and derivatives used for positioning and hedging. Where public markets offer scale, an AIF is built to offer edge.
Fund structure
- Legal structure
- AIF Category III, registered with SEBI
- Investment trust
- Sneh Sagar Growth Trust
- Fund manager
- Sneh Sagar Wealth Management LLP
- Sponsor
- Sneh Sagar Wealth Management LLP
- Trustee
- Mitcon Credential Trusteeship Services
- Fund life
- Open-ended structure
What we do
We find mispriced businesses, then stay engaged until the market catches up.
Identifying opportunities
We look for undervalued mid and small-cap equities with strong fundamentals and genuine growth potential — not names moving on momentum.
Balanced allocation
Capital is spread across asset classes, long-short strategies, derivatives used for positioning and hedging, and secured debt, rather than concentrated in a single instrument type.
Value creation
Active engagement with portfolio companies through management discussions, operational plans, and corporate actions — not a passive stake we simply hold.
Disciplined management
Continuous risk assessment and strict portfolio controls keep sizing and hedging honest, position by position.
Risk management framework
Portfolio limits
Concentration limits and diversification requirements manage exposure and reduce single-stock risk.
Performance monitoring
Regular tracking and comprehensive reporting identify issues early, so corrective action isn't a scramble.
Governance framework
A strong compliance structure and independent oversight ensure adherence to best practices.
Exit planning
Liquidity considerations and structured exit strategies aim to optimize returns and manage redemptions in an orderly way.
Who we serve
Built for investors who commit like principals, not like traders in and out of a position.
SS Value Plus Fund is designed for sophisticated HNI and institutional investors seeking access to premium, illiquid opportunities and alpha generation beyond what listed markets offer — with a horizon measured in years, not quarters.
₹1 Cr
Minimum commitment, as mandated by SEBI
1 yr
Lock-in period, to support portfolio stability
Demat
Units allocated directly to your Demat account
Periodic
NAV updates and performance reports to all investors
Why us
Performance investors can check, and a structure built to keep our interests next to theirs.
Return comparison — FY 2025–26
Figures as reported by the fund manager for FY 2025–26. Past performance is not indicative of future results and should be independently verified before making any investment decision.
~22–25%
Target IRR (pre-tax)
3–5 yrs
Recommended investment horizon
2011
Sponsor established
2
Designated partners, both invested in the fund
Key advantages
Economies of scale
Access to quality deals otherwise unavailable to individual investors, including separate IPO allotment quotas.
Value focus
Sustainable wealth creation through strategic value-investing principles rather than momentum-chasing.
Transparency
Regular communication and clear reporting on fund performance.
Aligned interest
A performance-based fee structure keeps the manager's incentives next to the investor's.
Investor benefits
Tax efficiency
Tax is paid at the fund level, avoiding the double-taxation complexities of direct multi-entity structures.
Expert management
The fund is managed by an experienced team with a proven track record.
Flexible redemptions
Redemption windows operate as per SEBI regulatory guidelines.
Regulatory compliance
A strong governance framework ensures adherence to all applicable regulations.
Fund manager
Hemant Ostwal
Designated Partner · Chartered Accountant · 22+ years' experience
- 22+ years in finance, equity fundraising and corporate structuring
- Specialist in investor relations, due diligence and compliance
- Deep expertise in deal structuring and capital markets
Jay Ostwal
Designated Partner · Equity Research Specialist · 5+ years' experience
- Focused equity research and fund management
- Deep coverage of India's mid and small-cap universe
- Specialist in fundamental analysis and value identification
Both designated partners are active investors in the fund, aligning their interests with those of every investor.
Key business partners
Fee structure
Management fee
1.0%–2.0% per annum of fund size
Setup & operating fee
Actual cost, up to 0.50%
Performance fee
Between 15% and 20%, with a 12% hurdle rate per annum
Our strategies
Two lenses, one bar: businesses the market has mispriced, in places it isn't yet looking closely.
Company assessment
The mid and small-cap segment offers better valuations than large caps — quality companies at attractive prices, with low institutional penetration and significant upside potential.
Sector & growth drivers
We underwrite structural tailwinds rather than short-term momentum: digital transformation, rising consumption patterns, and broader economic expansion.
Fund features
Research-driven selection
A comprehensive stock selection process built on fundamental analysis and valuation metrics.
Conservative construction
The portfolio is built with risk limits and diversification guidelines designed to protect capital.
Active engagement
Direct involvement with portfolio companies to help drive operational improvements.
Transparent reporting
Periodic updates and clear communication with every stakeholder.
Contact us
Fund materials are shared under a confidentiality agreement with qualified and accredited investors.
Investor relations
Placeholder details — replace with your firm's real investor relations contact.
Fund manager
Sneh Sagar Wealth Management LLP
SEBI Registration No: IN/AIF3/26-27/2158
Trust: Sneh Sagar Growth Trust