We are not a product.
We are a practice.
Founded on a simple belief: that every investor — regardless of portfolio size — deserves the same quality of advice, the same rigour of research and the same long-term commitment from their advisor.
Built to grow with you.
Too many advisory practices either cater only to retail investors with standard products, or exclusively to ultra-high-net-worth clients with complex structures. Sage Wealth Asset Services was designed to serve an investor across their entire wealth journey — from a first ₹500 SIP through a ₹1 Crore AIF allocation — with the same rigour, the same transparency and the same advisor.
We believe that the relationship between an advisor and a client should be built on alignment, not product commissions. Our recommendation process starts with your goals, not our distribution incentives.
How we work.
Suitability first
No product is recommended without a formal suitability assessment. We will tell you when something is not right for you — even if it means recommending nothing at all.
Full conflict disclosure
We disclose exactly how we earn on every product we recommend before you decide. No hidden trail commissions, no undisclosed referral arrangements.
Long-term orientation
We measure success in decades, not quarters. Our advice is calibrated for long-term compounding, not short-term performance chasing or product churn.
Regulatory compliance
AMFI-registered distributor, moving toward SEBI IA registration. Every interaction is documented; every recommendation is justified in writing.
Regulated. Documented.
Accountable.
AMFI Registration
AMFI-registered Mutual Fund Distributor. Registration details available on request and displayed at our office premises.
Risk Profiling
All clients undergo SEBI-compliant risk profiling prior to any investment recommendation. Profile is reviewed at each annual review.
Suitability Documentation
Written rationale maintained for all product recommendations. Available to clients on request.
Grievance Redressal
Dedicated grievance officer. Reach us at grievance@sagewealth.in. SEBI SCORES portal available for escalation.