Why invest with us?

Dedicated Relationship

Long-term Approach

Process & Data Driven

Periodic Portfolio Review

Our Approach

Risk Profiling

Risk profiling you on multiple factors. It provides you valuable insights right before you start.

Identify Financial Goals

Help to set financial goals like Child education, marriage, Car, Retirement.

And Develop a roadmap.

Personalised Investment Plan

On the basis of Risk Profile & Future Goals, we create an Investment plan with SIPs, Lump-Sum.

Identify Schemes

Out of 1500+ Mutual Fund Schemes, we select handful of top schemes.

We follow Margin of Safety in undervalued pockets of market

Continuous Tracking

We track your investments and Goals regularly to avoid any surprises

Help you grow your wealth over the next decades

Our Values

For serious long term wealth creation.. We advise our clients to focus on :-

Long term horizon

Regularly & timely invest for better financial future. Save more every month for better financial future.

And adding our research, we get you maximum return on investment!

Goal Setting

We help clients to set lifelong financial goals for the next decades like Child education, Child marriage, New Car, Retirement, etc.

And make glidepath to achieve the goals

Value investing

We believe in buying undervalued stocks at reasonable valuations & let the companies grow.

We don’t predict the market. Instead we buy good businesses.

People who hold cash feel comfortable. They shouldn’t. They’ve opted for a terrible long term asset, that pays nothing & depreciates in value

– Warren Buffet

Why choose Sagefarm?

The name “Sagefarm” reflects our core values as your wealth manager.

“Sage” represents wisdom, insight, and trusted guidance—qualities we bring to managing your finances with care and expertise. “Farm” symbolizes growth, nurturing, and sustainability, mirroring our commitment to cultivating your wealth over the long term.

Together, Sagefarm embodies our mission to provide prudent, personalized strategies that help your financial future flourish.

Our in-house research facility provides our customers with best performing mutual funds from top quality fund houses and asset management companies

Team from IIMs, CFA, having worked in organisations like Jio, ICICI, HDFC, with more than 30 years of experience.

You can directly start investing

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Testimonials

I have been investing with sage for some time now.. I have got more alpha and returns than I expected from markets.. Now I can plan my children’s education without worry

Mr. Palavat Tech Sales Professional
Jaipur

I got returns that my family was very happy with.. & that allowed us to plan for our house & retirements well in advance.. Now we can live a tension life.. Thanks Team Sage