Sagar Mohile
Mumbai
Summary
Dynamic investment leader with a proven track record at Waterfield Advisors, excelling in risk management and analytical research. Spearheaded the launch of a USD 100 million Fund of Funds, driving strategic asset allocation and delivering actionable insights. Known for decisiveness and adaptability, I thrive in fast-paced environments, consistently enhancing client engagement and portfolio performance.
Overview
15
15
years of professional experience
Work History
VP – Global Investment Research & Advisory
Waterfield Advisors
04.2026 - Current
- Lead the Global Advisory function, overseeing investment strategy and portfolio advisory for USD 100 million+ in client assets across globally diversified portfolios.
- Spearheaded the launch of Waterfield's GIFT City Outbound Fund of Funds, leading portfolio construction, strategic asset allocation, fund selection, and ongoing investment oversight across global markets.
- Drive top-down macroeconomic research and formulate investment strategies covering country allocation, sector and thematic positioning, tactical asset allocation, portfolio rebalancing, liquidity management, and portfolio risk management.
- Serve as a voting member of the firm's 6-member Investment Committee, contributing to strategic asset allocation, portfolio positioning, investment manager selection, and key investment decisions.
- Lead manager due diligence across global mutual funds, ETFs, alternative investments, and thematic strategies, integrating macroeconomic, valuation, fund flow, and manager analysis into investment recommendations.
- Advise UHNW and HNW clients on global asset allocation, portfolio construction, international diversification, currency exposure, and thematic investment strategies.
- Monitor global markets, central bank policies, geopolitical developments, and cross-asset trends to identify emerging investment themes and generate actionable portfolio recommendations.
- Represent the firm in prospective client meetings, delivering investment presentations, market outlooks, and articulating the firm's global investment philosophy and GIFT City fund strategy.
- Partner with investment, product, compliance, operations, and distribution teams to ensure effective fund governance, portfolio implementation, and execution of investment decisions.
- Author investment commentaries, thematic research reports, and client communications to support investment decisions and enhance client engagement.
AVP – Global Investment Research & Advisory
Waterfield Advisors
11.2024 - 03.2026
- Led institutional-quality due diligence across global mutual funds, ETFs, and investment strategies by combining quantitative analysis (capture ratios, net selectivity, R-squared, rolling returns, and risk metrics) with qualitative fund manager evaluations.
- Developed Investment Policy Statements (IPS), strategic asset allocation frameworks, and customized investment mandates for domestic and offshore client portfolios.
- Built advanced Excel-based fund screening models integrated with Morningstar data and Bloomberg-linked live portfolio trackers, enabling real-time portfolio monitoring and investment selection across global markets.
- Evaluated structured notes and complex investment products, providing Hold/Sell recommendations based on market outlook, valuation, and risk-return analysis.
- Produced macroeconomic research, market commentaries, and tactical deployment frameworks across global asset classes, supporting investment decisions for indices including the S&P 500, Nasdaq, and MSCI Emerging Markets.
- Supported senior leadership in portfolio construction, fund selection, tactical asset allocation, and implementation of investment strategies for HNW and UHNW client portfolios.
Manager
Morgan Stanley
01.2024 - 10.2024
- Evaluated and validated daily Profit & Loss (P&L) movements arising from market activity and new trades across complex Exotic Derivatives portfolios.
- Analyzed trade structures, valuation drivers, and hedging strategies, partnering with trading desks to investigate P&L movements and ensure accurate financial reporting.
- Participated in regular discussions with traders to interpret market developments, risk exposures, and portfolio performance.
- Delivered insights and P&L analyses to senior management to support business oversight and decision-making.
- Mentored analysts and junior associates, conducting training sessions on derivative products, valuation concepts, and Product Control processes.Evaluated and validated P/L based on market movements and new trades, delivering findings to senior management.
- Analyzed trade structure and hedging strategies, providing insights from periodic calls with trading desk.
- Conducted training for analysts and junior associates to enhance understanding of various financial products.
Associate
Morgan Stanley
12.2020 - 12.2023
- Produced and reviewed daily Profit & Loss (P&L) reports for the EMEA Exotic Derivatives business, ensuring timely and accurate financial reporting.
- Partnered with front-office traders to reconcile daily P&L, investigate material movements, and explain performance drivers across complex derivative portfolios.
- Prepared daily management commentaries highlighting key P&L drivers, market events, valuation impacts, and associated business risks.
- Developed strong expertise across a broad range of structured products, including Structured Notes, Warrants, Certificates, Equity Indices, Single-Name Derivatives, and Hybrid Products.
- Trained and mentored junior analysts on derivative products, valuation methodologies, P&L attribution, and Product Control processes.
Self employed
Portfolio Management Services (for acquaintances)
10.2018 - 12.2020
- Advised individual and family clients on portfolio construction and long-term wealth creation, designing diversified investment portfolios aligned with risk tolerance, investment objectives, and financial goals.
- Recommended strategic asset allocation across equities, mutual funds, and commodities, incorporating liquidity requirements, tax efficiency, and long-term wealth preservation.
- Delivered holistic financial planning solutions, including retirement planning, insurance review, and education corpus planning, tailored to clients' evolving life-stage needs.
- Monitored portfolio performance and recommended periodic rebalancing based on market conditions, macroeconomic developments, and client-specific cash flow requirements.
- Built long-term client relationships by providing regular portfolio reviews, investment updates, and disciplined, goal-based investment advice.
Assistant Manager
Syntel Inc.
02.2016 - 10.2018
- Supported financial planning and analysis activities, including monthly revenue, cost, and margin forecasting for management review and business planning.
- Developed MIS reports, budgeting models, and variance analyses to monitor business performance and support strategic decision-making.
- Collaborated with business leaders during the annual planning cycle to build financial models for revenue forecasting, gross margin estimation, and resource planning.
- Partnered with business development teams to provide commercial and pricing insights that strengthened financial proposals and improved RFP competitiveness.
- Led the automation of costing models within the RightPrice application, improving efficiency, standardization, and accuracy of pricing and financial analysis.Planned and analyzed monthly revenue, cost, and margin forecasts for management review.
- Prepared MIS and budgeting models, analyzing variances against actuals to inform decision-making.
- Participated in annual planning meetings to develop budget models estimating revenue, gross margin, and additional resource needs.
- Advised Business Teams on financial strategies to enhance RFP success.
- Led the team in automation of costing models in an application called ‘RightPrice' application.
Staff Accountant
KPMG
04.2011 - 08.2014
- Planned and executed statutory audits, corporate governance, tax audits, and group reporting, enhancing overall audit quality.
- Conducted quarterly reviews of listed companies, ensuring compliance and accuracy in financial reporting.
- Prepared detailed audit process reports for managers and partners, facilitating informed decision-making.
Education
CFA Level II -
CFA Institute
06-2019
CFA Level I -
CFA Institute
12-2018
FRM Part I -
GARP
11-2017
CA -
ICAI
05-2015
B.Com -
University of Mumbai
05-2012
HSC -
Maharashtra Board
05-2009
SSC -
Maharashtra Board
05-2007
Skills
- Analytical and Research Skills
- Decisiveness
- Strong Emotional Control
- Patience and Discipline
- Adaptability
- Risk Management
- Enthusiastic Learner
Languages
- English
- Hindi
- Marathi
Hobbies and Interests
- Reading
- Sports
- Travelling
- Cooking
Timeline
VP – Global Investment Research & Advisory
Waterfield Advisors
04.2026 - Current
AVP – Global Investment Research & Advisory
Waterfield Advisors
11.2024 - 03.2026
Manager
Morgan Stanley
01.2024 - 10.2024
Associate
Morgan Stanley
12.2020 - 12.2023
Self employed
Portfolio Management Services (for acquaintances)
10.2018 - 12.2020
Assistant Manager
Syntel Inc.
02.2016 - 10.2018
Staff Accountant
KPMG
04.2011 - 08.2014
CFA Level II -
CFA Institute
CFA Level I -
CFA Institute
FRM Part I -
GARP
CA -
ICAI
B.Com -
University of Mumbai
HSC -
Maharashtra Board
SSC -
Maharashtra Board