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Tailored financial solutions for your unique needs.
Tailored financial solutions for your unique needs.
When you consult with a Sagestone advisor you receive tailored financial advice and personalized mutual fund strategies.
To setup your free , one-to-one consultation, speak to a SageStone representative today between 9:00 AM and 6 PM or whatsapp us.
Why Invest in Mutual Funds
Imagine being part of India's incredible growth story, where the world's fastest-growing major economy meets demographic dividends, urbanization, and innovative government initiatives. With over 2,500 schemes to choose from, we can help you select the perfect fit for your financial goals and risk appetite.
Superior Returns
Equity mutual funds have historically offered better returns than bank deposits over the long term. While they carry higher risk which is often rewarded with the potential for significant capital appreciation.
Professional Management
Professional Management
Mutual funds benefit from professional money management by leveraging the expertise of fund managers who conduct in-depth research, make timely investment decisions, and diversify the portfolio to mitigate risk.
Diversification
Mutual funds are like baskets that hold many different companies' stocks. By investing in a mutual fund, you're spreading your risk across many companies. If one company doesn't do well, others might, helping to protect your overall investment.
Tax Efficient
Equity mutual funds are more tax-efficient than bank deposits as they're subjected to lower tax brackets by Indian Income Tax (IT) Acts. Additionally, some mutual funds like Equity-Linked Savings Schemes (ELSS) offer tax benefits under Section 80C of the IT Act.
So why not ride India's growth wave and secure your financial future?
Consult a Sagestone financial advisor to assess your risk tolerance, and start investing today. Join the 100 million+ investors already leveraging mutual funds to achieve their dreams. The Indian mutual fund industry, with assets worth ₹31 trillion, is waiting for you!"
Disclaimer: Sagestone strongly suggests you to consult with a tax advisor to understand the specific tax implications of your mutual fund investments.
Get Started With SageStone's MF Solutions
Get Started With SageStone's MF Solutions
You choose a mutual fund basket, and leave it to us to manage it for you.
Sagestone's experienced advisors can assess your financial goals, risk tolerance, and time horizon to recommend suitable mutual fund schemes.
To set up your free, one-on-one investment consultation, please call us or WhatsApp us at:
Select from three different type of investment goals
Select from three different type of investment goals
Sagestone model portfolios are designed to accommodate varying investment objectives and risk tolerances with the benefit of a diversified model portfolio and actively managed mutual funds.
Investing at any stage
Investing at any stage
Whether it's buying a home, funding your child's education, Choose from a wide range of mutual funds to suit your risk appetite and investment horizon.
Retirement Savings
Retirement Savings
Tailor your investments to your unique retirements goals and risk tolerance through expert fund allocation for lifetime.
Retirement Income
Retirement Income
Choose funds designed to provide sustainable post retirement income, adjusted for inflation, to meet your lifestyle needs..
Why Sagestone
Why Sagestone
Experience the SageStone Difference
Experience the SageStone Difference
At SageStone, we’re passionate about giving people the power to help them reach their financial goals. We deliver an expansive portfolio of products to serve your unique needs. And we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.
We're here to help you
When you've questions about wealth, retirement or investments, we’re ready with research-backed answers, solutions, and products. Creating opportunity is at the heart of what we do, and as people’s needs and the financial landscape evolve, we want to help pave the way forward for everyone.
Start with a conversation
Start with a conversation
Our advisors will take the time to understand your unique financial aspirations, and determine your comfort level with market volatility, helping you choose investments that align with your risk profile.
Seamless Onboarding Process
Seamless Onboarding Process
We work closely with you to gather the necessary documents and guide you through the KYC and other regulatory formalities, making the process efficient and hassle-free.
Tailored Investment Planning
Tailored Investment Planning
We'll break down complex investment concepts into easy-to-understand terms, ensuring you have a clear understanding of your portfolio.
Regular Reviews
Regular Reviews
Our advisors will schedule regular reviews to assess your portfolio's performance and make necessary adjustments to align with your evolving financial goals.
Our Latest Thinking
Financial Education
You're probably going to live longer than you think. What you're going to do about it.
As lifespans continue to extend, traditional retirement planning models are becoming insufficient. Investors must adapt to this new reality by considering longer investment horizons and potentially lower withdrawal rates. A diversified investment portfolio, coupled with a disciplined savings strategy, can help ensure financial security throughout a longer retirement.
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Investing Insight
The Power of Consistent Investing
Consistent investing, such as through Systematic Investment Plans (SIPs), can significantly boost your wealth over time. By investing a fixed amount regularly, you can leverage the power of compound interest and reduce the impact of market volatility.
🕝 4 minutes read.
Investing Insight
Balancing Risk and Reward
A well-diversified portfolio that includes a mix of equity and debt funds can help you balance risk and reward. Regular portfolio rebalancing ensures that your investments align with your financial goals and risk tolerance.
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Charting your financial future with Expertise and Innovation
Contact Us
Contact Us
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