Most advisors hand
you off once you're
truly wealthy.
Sage Wealth Asset Services builds a single, lifelong advisory relationship — from your first ₹500 SIP through a ₹1 Crore AIF allocation — with the same rigour, the same transparency, and the same advisor.
Three products.
One lifelong relationship.
Whether you are starting your investment journey or diversifying a mature portfolio, we have the right vehicle for every stage of wealth.
Mutual Funds
SEBI-regulated, daily-liquid vehicles across equity, debt, hybrid and index categories. Start a SIP from just ₹500/month.
- Equity, Debt, Hybrid & Index
- SIP from ₹500/month
- Daily liquidity
- Tax-efficient structures
PMS
Portfolio Management Services for HNI investors seeking a personalised, high-conviction equity portfolio. Minimum ₹50 Lakhs.
- Discretionary & non-discretionary
- Direct equity ownership
- Concentrated portfolios
- Quarterly advisory calls
AIF
Alternative Investment Funds (Cat I, II & III) for eligible investors — private credit, real estate debt and absolute-return strategies. Min ₹1 Crore.
- Category I, II & III structures
- Private credit & real estate debt
- Asset-backed security
- For eligible investors only
Built for the
regulated path.
One advisor, every stage
We do not hand you off to a "specialist" the moment your wealth crosses a threshold. The same advisor who set up your first SIP manages your AIF allocation.
Research-first recommendations
Every product recommendation is backed by our in-house research process — not distributor incentives. We disclose all conflicts of interest upfront.
Built for the regulated path
AMFI-registered distribution, moving toward SEBI Investment Adviser registration — with the paperwork, suitability checks and disclosures that regulated advice requires, not shortcuts around them.
Transparent fee structure
No hidden trail commissions. We explain exactly how we are compensated for every product we recommend before you invest.
Four steps,
repeated for life.
Not a one-time sale. The same four steps run again at every review, every goal change, every stage transition.
Discovery call
We map your goals, timeline, risk appetite and existing portfolio — no commitment required, no product pitch in the first call.
Plan & fit
A written investment plan with product recommendations, expected outcomes and a clear rationale for each choice.
Invest & document
Onboarding, KYC, risk profiling and investment documentation handled end-to-end. Every regulatory requirement met.
Review & rebalance
Quarterly portfolio reviews, annual comprehensive planning, and proactive outreach when markets or your circumstances change.
Long-term compounding
over short-term noise.
We believe wealth is built through patient, disciplined investing aligned to real financial goals — not through market timing, thematic trends or product churn.
Our role is to provide the clarity, structure and ongoing guidance that allows your capital to compound undisturbed across market cycles.
12% p.a. assumed. Not a guarantee. For illustration only.
Research & Commentary
Why Quality Beats Price in a Volatile Market
In uncertain markets, companies with durable competitive advantages and strong balance sheets consistently outperform. Here is what the data shows.
AIF Category II: A Primer for Eligible Investors
Alternative Investment Funds are reshaping how sophisticated investors access private markets. We explain the structure, risks and return expectations.
Q2 2025 Market Commentary: Navigating Rate Cycles
Equity markets showed resilience even as the RBI held rates steady. Our outlook on sectors and positioning heading into H2 2025.
What our clients say.
What clients say about working with Sage Wealth Asset Services.
"Sage Wealth was the first advisor who explained the difference between regular and direct plans without being asked — and then helped us switch. That transparency set the tone for everything."
"When our portfolio crossed ₹50 lakhs, they proactively introduced us to a PMS strategy that was actually appropriate for our risk profile. No upsell pressure, just a clear recommendation."
"The quarterly review calls are genuinely useful — not a sales exercise. Our advisor actually knows our portfolio and challenges our assumptions constructively."
Ready to invest with clarity?
Schedule a no-obligation portfolio review. We will assess your current holdings, identify gaps and recommend a path forward — across Mutual Funds, PMS or AIF.