top of page

Lock In

None

Minimum Capital Commitment

25 Lacs

A portfolio with deep focus on businesses with high growth potential driven by innovation, sustainable business practices and thriving industry growth.

Agility Marathon

Lock In

None

Minimum Capital Commitment

1 Crore

A bespoke portfolio designed with the client's unique ideas, goals, vision and personality. 

Agility Design

500 Cr

AUM Advised

250 Cr

Wealth Generated

100+

Families Advised

7+ Yrs

Track Record

Agile Strategies

Explore our two strategies - Agility Marathon & Agility Design

Wealth is Not a Number,

It's a Mindset

Let us help build the Mindset

Agility Logo Animation.gif

Ethics

Integrity, transparency, and disciplined practices guide every aspect of our business operations

Depth

Empathy-driven insights ensure well-informed, tailored advice and thorough business understanding

Growth

Strategic investments focused on compounding wealth and supporting the nation's economic growth

Agility

Proactive, informed decision-making to navigate and lead in a dynamic environment and be ahead of the curve.

Sustainability

Resource management balanced with sustainability for long-term resilience and safety.

Our Values

The foundation which support and sustain our growth and has led to our success. 

United Kingdom • Canada • United States of America • Oman • Kenya • Nepal • Bahrain • United Arab Emirates • Malaysia • Singapore • India • 
United Kingdom • Canada • United States of America • Oman • Kenya • Nepal • Bahrain • United Arab Emirates • Malaysia • Singapore • India • 

Piyush Sarawagi, CFA

CIO, Partner

Yash Bothra, CFA

Partner

Mahek Taleti

Research Analyst

Moksha Shah

Research Analyst

Zalak Rathi

Research Analyst

Mihir Shah

Research Analyst

The Agile Team

To the people who embody Agility. 

Design

The Power of Context in Portfolio Management

When managing investments, understanding the difference between viewing 25 crores as an isolated sum versus as part of a 100-crore portfolio is crucial. The same amount of money can be approached very differently depending on the context in which it’s managed.

Design

Why Smart Asset Allocation Matters: A Case of Rebalancing Wealth

The company operates a solid model by adding and leasing towers to telecom operators, generating recurring revenue for over 10 years.

Marathon

Texmaco Positioned for Rail Growth Surge

Texmaco Rail & Engineering, a leader in freight wagons, is set for significant growth due to benefits from Dedicated Freight Corridors (DFC) and government rail initiatives. With a strong order book, expansion into passenger wagons, and the demerger of its Rail EPC business, Texmaco is positioned to enhance profitability and margins.

Agile Perspective

A peak into our approach to build the mindset

Why are Stocks the best asset class to build wealth? 5 Reasons
10 Strategies for Building Wealth
Financial Freedom: A Path to Empowerment and Peace of Mind

Agile Insights

Dive into expert insights and strategies with our blog, guiding you through the world of smart investing and financial growth.

Real Stories of Success and Growth: Hear from Our Clients Who Have Trusted Us with Their Financial Journeys

Client Testimonials 

Agility Advisors' ideology of extensive research and pro-active fund management is what makes them stand out of the crowd.

Sripal Sethia

State General Reserve fund, Oman

Agility Advisors' personalised service, in-depth research, unwavering integrity, and pragmatic allocation of funds make them stand out.

Ajay Sinha

Director, ACPL, Baroda

I have been invested in Agility Advisors for quite some time now and I'm assured that my money is being invested in promising businesses.

Megha Sethia

Ginza Industries, Surat

10 Countries, 4 Continents, 100+ Families, our work transcends timezones. 

Trusted Around the World

bottom of page