Services
Empowering your financial future with personalized solutions.
Financial Planning
Helping you understand your money, set goals, and create a smart plan to manage your income, savings, and expenses for a better future.
Investment Planning
Choosing suitable investment options based on your goals and risk appetite. Aims to grow your wealth steadily and achieve financial milestones.
Tax Planning
Strategically organizing your finances to minimize tax liability. Ensures you save money while staying compliant with tax laws.
Retirement Planning
Preparing financially for a comfortable life after you stop working. Involves saving and investing to ensure a steady income post-retirement.
Portfolio Management
Building and managing a mix of investments to balance risk and return. Regularly reviewing and adjusting assets to meet your financial goals.
Insurance Planning
Identifying risks and choosing the right insurance coverage for protection. Safeguards you and your family from unexpected financial losses.
Succession Planning
Planning for the smooth transfer of assets or leadership to successors. Ensures your legacy is preserved and disputes are minimized.
NRI Services
Specialized financial solutions for Indians living abroad.
Helps manage banking, investments, and compliance with Indian laws.
Our Products
Curated financial products to support your specific wealth goals.
Mutual Funds & SIF
Professionally managed investment funds that pool money from multiple investors to invest in securities like stocks, bonds, and other assets.
Stocks
& IPO
Stocks represent ownership in a company, while an IPO (Initial Public Offering) is the first time a company offers its shares to the public.
Bonds
& FDs
Bonds are debt instruments where an investor lends money to an entity, and FDs are savings accounts offering a fixed interest rate over a set period.
Insurance Services
Services offering financial protection or reimbursement against losses from specific risks in exchange for regular premium payments.
PMS
& AIF
Portfolio Management Services (PMS) offer tailored investments. Alternative Investment Funds (AIF) are private pooled funds for diverse assets.
Real
Estate
Fractional real estate is a co-ownership model where several investors share a property, dividing costs and benefits like rental income & appreciation.
Our Products
Curated financial products to support your specific wealth goals.
Mutual Funds
Professionally managed investment funds that pool money from multiple investors to invest in securities like stocks, bonds, and other assets.
Stocks & IPO
Stocks represent ownership in a company, while an IPO (Initial Public Offering) is the first time a company offers its shares to the public.
Bonds & FDs
Bonds are debt instruments where an investor lends money to an entity, and FDs are savings accounts offering a fixed interest rate over a set period.
Insurance Services
Services offering financial protection or reimbursement against losses from specific risks in exchange for regular premium payments.
PMS & AIF
Portfolio Management Services (PMS) offer tailored investments. Alternative Investment Funds (AIF) are private pooled funds for diverse assets.
Real Estate
Portfolio Management Services (PMS) offer tailored investments. Alternative Investment Funds (AIF) are private pooled funds for diverse assets.
Step 1
Understanding Of Goals
step 2
Risk Assessment Evaluation
step 3
Customized Investment Plan
step 4
Designing the Portfolio
step 5
Implementation Of Plan
step 6
Conducting Periodic Review
Our Investment Process
Step 1
Risk Assessment Evaluation
Step 5
Conducting Periodic Review
Step 2
Understanding of Goals
Step 4
Designing the Portfolio
Step 3
Customized Investment Plan
Step 1
Risk Assessment Evaluation
Step 5
Conducting Periodic Review
Step 2
Understanding of Goals
Step 4
Designing the Portfolio
Step 3
Customized Investment Plan
Step 1
Understanding Of Goals
step 2
Risk Assessment Evaluation
step 3
Customized Investment Plan
step 4
Designing the Portfolio
step 5
Implementation Of Plan
step 6
Conducting Periodic Review
Why Choose Us?
Customized Solutions
Sage Capital has been offering personalized investment strategies tailored to individual needs, goals, and risk tolerance levels, ensuring that each client’s portfolio is carefully crafted to maximize returns while managing risk effectively.
Personalized Service
With a commitment to excellence, integrity, and personalized service, Sage Capital offers a comprehensive suite of financial services and investment products designed to empower you to secure your financial future with confidence.
Experienced Team
With a team of seasoned investment professionals, Sage Capital brings a wealth of expertise and industry knowledge to the table, providing clients with sound advice and guidance to navigate the complexities of the financial markets.
Comprehensive Approach
Sage Capital takes a holistic approach to investment management, considering not just financial goals but also tax implications, estate planning, and other relevant factors to ensure a well-rounded and effective wealth management strategy.
