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ABOUT US

Research-focused, Data-driven Investment Management Firm

Svan is a research-focused, data-driven investment management firm founded with a passion for generating sustainable alpha. Focused on protecting and growing your wealth, we deliver responsive and responsible client experience.

Investment Tenets

Our investment tenets have evolved after careful deliberation and multiple market cycle experience. With the core objective of generating sustainable alpha, these tenets enable us to meet our investment objectives.

Portfolio Construct

We adopt a fundamental research and data-driven approach while constructing a portfolio.

Obsessed With CX

Wealth is more of an emotional than a financial concept. This belief is our true north.

Skin-In-The-Game

The alignment of our clients’ interests with ours is core to our value system.

S

Sustainable Alpha

U

Unparalleled Service

P

Partnered Approach

R

Reposed Trust

E

Ethical Fund Management

M

Methodical Investment Selection

E

Embracing Empathy

Why Us

Our Clients Partner Us For SUPREME Experience

Sachin Kasera

Founder

Jigar Shah

Co-Founder

MEET OUR FOUNDERS

Decades Of Demonstrable Investment Management Experience