About Us
Introducing Sage Capital, where financial expertise meets personalized guidance. Experience a partnership where your financial value truly transcends expectations.
Company Highlights
12+
Years of Experience
300+
Clients
₹25 Cr+
Amount Invested
100+
Client Goals Achieved
Our Mission and Vision
Mission
At Sage Capital, our mission is to deliver holistic and insightful financial guidance to individuals and families, enabling them to confidently achieve their unique life goals and build enduring financial legacies.
Vision
To be the leading and most respected holistic financial planning firm in India, setting the benchmark for client-centric service and pioneering strategies that create profound and sustainable financial impact for every investor we serve.
The Theory of Roots
Our brand identity – ‘The Sage’ promotes our core value of Wealth Creation. The Wisdom Tree Theory of The Sage is the proponent of nurturing the future by planning in the present. The roots define the present and the leaves – 'The Future'.
Building Wealth With Wisdom
Purpose-Driven Planning
We align your investments with your life goals—whether it's security, growth, or legacy—so your money works for what truly matters to you.
Balanced Risk Management
We guide you in choosing the right level of risk, creating portfolios that grow steadily while safeguarding your wealth through market cycles.
Time-Tested Strategies
Our methods rely on proven financial principles, combining long-term discipline with insights that adapt to today’s evolving market conditions.
Transparent Guidance
We keep things simple and honest, offering clear advice with no fluff—so you feel confident and informed at every step of your financial journey.
Meet Our Founder
With 12+ years in investing and stints at JP Morgan, MSCI, and Anand Rathi, Nikhil brings deep industry insight.
A regular contributor to Economic Times and 94.3 Radio One, he actively educates on personal finance.
Armed with multiple finance certifications, Nikhil founded Sage Capital to offer unbiased, goal-driven financial solutions.