Empower Your Wealth, Invest with Confidence.
Empower Your Wealth, Invest with Confidence.
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Take control of your investments anywhere, any time, with SageStone. Discover the smart way to reach your financial freedom.
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Chase your dream with us
Chase your dream with us
We're reshaping the traditional barriers to entry, providing retail investors resources and insights to build diversified portfolios, optimize returns, and achieve their financial goals with confidence.
We're reshaping the traditional barriers to entry, providing retail investors resources and insights to build diversified portfolios, optimize returns, and achieve their financial goals with confidence.
SageStone Super15
SageStone Super15
Introducing our Super15 Portfolio that aims to achieve a 15% return with limited risk in just 90 days time.
Unlock the potential for index-beating returns and elevate your investment experience today.
Benefits
Benefits
Superior Returns: Portfolio designed to deliver superior growth, consistently outperforming market indices.
Risk-Free Assurance: We won't charge you if portfolio return is less than 15%.
No Need to Transfer Funds: Unlike other PMS, we won't ask you to lock your money with us.
Transparent Performance: Get regular updates and insights into the portfolio's performance.
Invest with confidence: You invest, we guide you.
Disclaimer: Stock market investments involve risk including erosion of capital. Sagestone doesn't promise a return but may charge you a fee if return exceeds agreed levels. Investing in the stock market carries inherent risks, and individuals should carefully consider their investment objectives, risk tolerance, and financial situation before making any investment decisions. For detailed risk factors, please refer to our disclaimer section.
Sage
Stone
Who We Advise
Young Professionals, Couples and Families
By working collaboratively with you, we develop wealth management plans that evolve with your changing needs.
Business Owners and Professionals
We understand your time is valuable and offer cost effective, clear advice that produces results.
Pre-retirees and Retirees
As specialists in pre-retirement planning, we help you navigate complex regulations to set yourself up for a secure retirement.
Peace of Mind
Integrity, trust and professionalism are values embraced by our team and appreciated by our clients.
Brought to you
Brought to you
by SageStone
by SageStone
At SageStone, we are revolutionizing the landscape of retail investing. Through our innovative approach, we are empowering retail investors with unprecedented access to sophisticated investment strategies typically reserved for high-net-worth individuals and institutions. We are democratizing equity advisory, making it more transparent, accessible, and tailored to individual investor needs.
Still Got Questions?
We're happy to help.
Still Got Questions?
We're happy to help.
What is Sagestone Advisory Service?
What is Sagestone Advisory Service?
Through our investment advisory Services, we provide tailored investment guidance to meet the unique financial goals and risk tolerance of our clients. Through a collaborative approach, we work closely with our clients to understand their objectives, assess their current financial situation, and develop a comprehensive investment strategy. We offer following services:
Portfolio Recommendation
Portfolio Monitoring
Portfolio Reporting
Who can avail Sagestone advisory?
Who can avail Sagestone advisory?
If you fall under any of the following categories, you are eligible to enroll:
Individuals
Hindu Undivided Families
Association of Persons
Limited Companies
NRIs (US based NRIs need special registration as mandated by SEBI)
How do I sign-up?
How do I sign-up?
To sign up for our services, you will have to fill in the Client Registration Form. Our Relationship Managers will be very happy to assist you. You can also register through following channels:
WhatsApp: +91 97403 88591
Email: sales@sagestone.in
Are there risks associated with SageStone Advisory Services?
Are there risks associated with SageStone Advisory Services?
SageStone advisory services are risk free. You don't need to transfer your investment corpus as PMS companies mandate. Neither we charge you any advisory fee till your investments makes profits. However, all investments in equity market carries some degree of calculated risks. Our advisors will help you selecting a stock and then you execute it if you feel its safe. That way, you control the amount to risk you wish to take.
Do I need to transfer money to Sagestone?
Do I need to transfer money to Sagestone?
No. Unlike most PMS in the market, you don't need to transfer any capital to Sagestone. Your hard earned money stays with you. Our dedicated investment advisor would guide you how and where to invest and you execute the trades if you're confident. That way, you control your money.
How is capital gains tax calculated on Sagestone PMS?
How is capital gains tax calculated on Sagestone PMS?
Capital gains tax is applicable at individual security level for the duration you hold then in your demat. There are two types of capital gain taxes on security (equity):
Short Term Capital Gain Tax: It's taxed at 15% when you hold an equity in demat for less than a calendar year.
Long Term Capital Gain Tax: When you hold an equity in demat for more than a calendar year, it's 0% for first 1 Lakh rupees and @10% exceeding rupees 1 Lakh.
Sage
Stone
Charting your financial future with Expertise and Innovation
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