Our Services
Sage Capital and Sage Advisory offer personalized financial advisory services to help you achieve success.
Our Services
Financial Planning
Our financial planning services are thoughtfully designed to provide you with a comprehensive roadmap for achieving your financial goals. We undertake a meticulous analysis of your present financial situation, take into account your long-term objectives, and develop a customized plan that will help you navigate through the different life stages with ease.
Steps to plan your financial goal
Set Clear Financial Goals
Ensuring that the objectives are well-defined and achievable within the given timeframes.
Assess Your Finances
Assessing your present financial condition, which includes your income, expenses, assets, and liabilities.
Develop a Budget and Savings Plan
Develop a budget, establish an emergency fund, and design an investment strategy aligned with your goal.
Review and Adjust
Regularly reassessing your plan, making necessary adjustments to accommodate changes in circumstances, and ensuring continued progress towards your financial goals.
Our Services
Investment Planning
Intelligent investment planning is crucial for financial growth and security. Our team of experts provides personalized solutions tailored to meet your unique goals.
Steps for Investment Planning
Comprehensive Financial Analysis
We Conduct a thorough analysis of your current financial situation, understanding your risk tolerance, investment goals, and time horizon.
Active Portfolio Management
Experienced managers continuously monitor markets and adjust portfolios. This dynamic strategy capitalizes on opportunities and navigates challenges in finance.
Strategic Asset Allocation
We create a diversified investment portfolio aligned with your financial objectives while managing risk through a strategic asset allocation approach.
Investment Education and Transparency
Our goal is to educate clients about investment strategies and provide them with transparent communication, keeping them informed about the performance of their portfolios.
Our Services
Tax Planning
Optimizing your tax position by understanding relevant tax laws and regulations, we Explore strategies to minimize tax liabilities while maximizing opportunities for deductions and credits.
Steps to plan your tax goal
Understanding Tax Regulations
Understanding the tax landscape helps you identify opportunities for savings and ensures compliance with relevant tax codes.
Assess Your Tax Situation
Evaluating your income, deductions, and credits to determine your current tax liability.
Explore Tax-Efficient Strategies
This may include utilizing tax-advantaged accounts, taking advantage of deductions, and exploring credits available to you.
Regularly Review and Adjust
Regularly reviewing your financial situation and tax strategies to adapt to changes in income, expenses, and tax laws.
Our Services
Insurance
Protect what matters most with our risk management and insurance solutions. We assess potential risks, recommend insurance coverage, and create a safety net to shield you from unexpected financial setbacks.
Steps to plan your Insurance
Risk Assessment
Our experienced advisors conduct a thorough risk assessment to identify and understand areas of vulnerability related to health, life, property, and business risks.
Tailored Insurance Solutions
Our team creates customized insurance plans based on a thorough risk assessment to address your unique needs.
Comprehensive Coverage
This step involves securing protection for your life, health, property, and business, tailoring coverage to specific risks, and providing financial support in times of need.
Regular Review and Adjustment
At regular intervals, we review your insurance portfolio to ensure that your coverage remains relevant and effective as your needs change.
Our Services
NRI Services
Our NRI services cater to your unique financial needs and challenges. We provide comprehensive solutions to meet your financial goals while navigating international finance.
Steps to plan NRI Services
NRI Financial Goal Assessment
Determine and understand the unique financial goals of Non-Resident Indians. Whether it's wealth accumulation, property investment, or future repatriation plans, our experts assess individual NRI financial objectives.
Cross-Border Investment Strategies
This includes navigating international tax implications, and currency exchange risks, and leveraging investment opportunities in both home and host countries.
Retirement and Repatriation Planning
Our services include managing assets for retirement and strategizing the repatriation of funds, ensuring a seamless transition.
Legal and Regulatory Compliance Assistance
This includes assistance with documentation, tax compliance in both jurisdictions, and ensuring adherence to any cross-border financial regulations impacting NRI investments.
Financial Planning
Financial Planning
Our financial planning services are thoughtfully designed to provide you with a comprehensive roadmap for achieving your financial goals. We undertake a meticulous analysis of your present financial situation, take into account your long-term objectives, and develop a customized plan that will help you navigate through the different life stages with ease.
Steps to plan your financial goal
Set Clear Financial Goals
Assess Your Finances
Develop a Budget and Savings Plan
Review and Adjust
Investment Planning
Investment Planning
Intelligent investment planning is crucial for financial growth and security. Our team of experts provides personalized solutions tailored to meet your unique goals.
Steps to plan Investment Planning
Comprehensive Financial Analysis
Strategic Asset Allocation
Active Portfolio Management
Investment Education and Transparency
Tax Planning
Tax Planning
Optimizing your tax position by understanding relevant tax laws and regulations, we Explore strategies to minimize tax liabilities while maximizing opportunities for deductions and credits.
Steps to plan your financial goal
Understanding Tax Regulations
Assess Your Tax Situation
Explore Tax-Efficient Strategies
Regularly Review and Adjust
Insurance
Insurance
Protect what matters most with our risk management and insurance solutions. We assess potential risks, recommend insurance coverage, and create a safety net to shield you from unexpected financial setbacks.
Steps to plan your Insurance
Risk Assessment
Tailored Insurance Solutions
Comprehensive Coverage
Regular Review and Adjustment
NRI Services
NRI Services
We understand the unique financial needs and challenges faced by Non-Resident Indians (NRIs). Our NRI services cater to your unique financial needs and challenges. We provide comprehensive solutions to meet your financial goals while navigating international finance.
Steps for NRI Services
NRI Financial Goal Assessment
Cross-Border Investment Strategies
Retirement and Repatriation Planning
Legal and Regulatory Compliance Assistance
Consultation
Talk With Our Expert
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