Sage Capital
(5)
(5)
Sage Capital aims to provide unbiased well-informed financial solutions to all our clients and the investor community. We have a proprietary investment process that helps investors plan their finances efficiently.
5 customer reviews
Pankaj Tekchandani
Sage Capital is my one stop shop for all things related to financial planning. They provide you the best of advise along with top notch execution. I have recommended them to my family and I'd recommend them to anyone looking for genuine advise on their financial planning. More...
Anilekh Jain
I have been planning investments with Sage Capital for 2 years now and I am completely amazed with his advice.
9 out of 10 investments are giving me great returns.
He has always understood my financial needs, and goals & has also explained the risks which has helped me in making decisions.
The most amazing part is he knows the value of saving and investing thus he constantly motivates you to save & invest more.
More...
Prashant Pal
My experience with Sage Capital has been excellent till date. Especially with Mr. Nikhil Gupta who has guided, set up and have been handling all my investment with Sage Capital. He has been very patient and cordial in his approach be it my smallest doubts or unrealistic expectations from my investments. Investing is a subject which I do not understand but I am happy that I have him handling it for me and I am sure the same goes for all his other clients as well. I have so far loved the journey with Sage Capital and hope to do so for many years to come. Sage Capital has made investing very easy and personalized for me, almost like on autopilot. Thanks, especially to Nikhil and the whole Sage Capital team! More...
Varun Menon
Embarking on my investment journey with Sage Capital has been a game-changer. Over the past three years, I've trusted their expertise and guidance, particularly from Founder Nikhil Gupta, whose insights have been invaluable. The personalized suggestions tailored to my risk appetite have helped me navigate the market with confidence. Here's to many more years of financial security and success with Sage Capital! More...
Mihir Bhatt
I've been investing through Sage Capital for close to two years now and the experience has been excellent. The advice they give is real and very insightful. Coming from a non-finance background my learning curve in mutual funds and stocks was quite steep. Luckily, I got the right guidance and timely advice from Nikhil Gupta. He is always ready and willing to listen to any questions I have, the answers are also very grounded and genuine. Decision making related to my investments are now always run through Sage first and as a financial advisor they are extraordinary. 10/10 would recommend. More...
What do you love most about your job?
We love solving clients' money problems, planning their finances, and more importantly, helping them achieve their financial goals.
What inspired you to start your own business?
After 10 years of being in the capital market industry, we realized there is a need for unbiased financial services so that clients are focused on planning for their goals and not just returns or a product-based approach hence we started Sage Capital in March 2021.
Why should our clients choose you?
For being honest, unbiased, and giving them the best service.
Can you provide your services online or remotely? If so, please add details.
We provide our services across channels - offline and online.
What changes have you made to keep your customers safe from Covid-19?
We had arranged a vaccination drive for our clients during Covid-19.
Financial Planning
Financial planning is the process of setting goals, assessing resources, and creating a plan to achieve those goals. It involves analyzing your current financial situation, identifying your financial objectives (such as saving for retirement, buying a home, or funding education), and developing strategies to reach those goals. Financial planning typically includes budgeting, saving, investing, managing debt, and risk management. The goal of financial planning is to help individuals and families manage their finances effectively, make informed financial decisions, and work toward long-term financial security.
Tax Planning
Tax planning is the process of organizing your finances in a way that minimizes your tax liability. It involves understanding the tax implications of various financial decisions and taking steps to legally reduce the amount of taxes you owe.
Investment Planning
Investment planning is the process of creating a strategy to allocate your financial resources in a way that aligns with your financial goals and risk tolerance. It involves assessing your current financial situation, defining your investment objectives, and developing a plan to achieve those objectives through various investment vehicles like stocks, mutual funds, FD's, Bonds etc.
Portfolio Management
Portfolio management refers to the management of an individual's or institution's investment portfolio to achieve specific financial objectives. It involves making decisions about what assets to invest in, how to allocate investment capital among different asset classes (such as stocks, bonds, real estate, and commodities), and when to buy or sell assets. The primary goals of portfolio management are typically to maximize returns while minimizing risk, taking into account the investor's risk tolerance, time horizon, and financial goals.
Retirement Planning
Retirement planning is the process of setting financial goals and creating a strategy to ensure you have enough savings and income to support your desired lifestyle during retirement. It involves assessing your current financial situation, estimating your future expenses, determining how much you need to save, and selecting investment vehicles to achieve your retirement goals.
Insurance
Insurance is a financial product that protects against specific risks by transferring the risk of loss from an individual or entity to an insurance company in exchange for payment of a premium. The insurance company pools the premiums from policyholders and uses them to cover the losses of those who experience covered events.
We provide all types of insurance services i.e. Life, Health and General Insurance.
NRI Services
NRI (Non-Resident Indian) services refer to financial services and products specifically designed for individuals of Indian origin who reside outside India. These services are offered by banks, financial institutions, and other service providers to cater to the unique needs of NRIs.
