When it comes to portfolio management, SageOne is a solid option. With a decade of expertise, SageOne PMS has acquired a massive AUM of Rs.3260.98 crore.

Investors will be glad that the average 1-year return is 19.12%, proving their skill set in this niche.

Notably, SageOne even serves a diverse clientele and has 781 active users. Their business consists of two unique strategies, each with a minimum commitment of Rs.50 lakh.

Samit Vartak, the creator, has led this private business since its inception in 2013 and operates from Pune, Maharashtra.

The article outlines more information about SageOne Portfolio Management. So, take a look to learn more.

Total AUM Rs.3260.98 Cr.
Avg. 1 Year Return 19.12%
Active Clients 781
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 11 Years

SageOne PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Pune, Maharastra

Founder

SAMIT VARTAK

Founded In (year)

2013

Why invest in SageOne PMS?

Investing in SageOne Portfolio Management Services is a wise choice for several reasons.

  • SageOne PMS achieved an average return of 19.12% over the past year, which is highly impressive. This implies that your ROI has a good chance of going up significantly.
  • They have existed since 2013: SageOne has been in business for about ten years, which indicates security and trust.
  • SageOne offers two strategies, allowing you to make a sound choice that fits your risk appetite and financial objectives.
  • There are no hidden fees, like variable charges. SageOne has a transparent fee structure and ensures your returns are always yours.
  • Changes in the situation or the live market might require altering your strategy, which SageOne permits.
  • The fact that SageOne serves 781 current clients shows investors have faith and contentment in the company.

SageOne Portfolio Management Service Performance or Returns

1 Year Return

19.12%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

35.53%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

14.72%

Nifty 50 - 5 Year Return

11.52%

Look at SageOne PMS Returns to learn more about the service’s stunning progress. SageOne PMS beat the Nifty 50 with an exciting 19.12% return over the past year.

Further analysis reveals that it returned an impressive 35.53% over three years, compared to the Nifty 50’s 20.15%.

Even on a 5-year chart, with a 14.72% return, SageOne PMS outperforms the Nifty 50 by 11.52%.

These outcomes demonstrate how adeptly SageOne manages its portfolio and continues to beat industry standards.

These returns show SageOne PMS’s dedication to providing positive results in a way that is accessible, regardless of your level of investment experience.

SageOne PMS Commission, Charges or Fees

Fixed Fees

13.75% of Profit Sharing

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

One should remember some essential points when it has to do with the SageOne PMS Commission and other charges.

The first is a fixed fee of 13.75% of your profit that they charge. This is just a little cut that SageOne keeps when you win.

However, unlike others, they don’t charge different fees based on your investment level. They don’t ask for a slice of your earnings beyond the first fixed cost, so you keep whatever you make.

Just be aware that there is a 3.00% fee if you choose to walk away in the first year, a 2.00% fee in the second year, and a 1.00% fee in the third year.


Best Strategies by SageOne Portfolio Management Services

Check out various strategies or Investment approaches provided by SageOne Portfolio Managers.

Strategy Name Small Cap Portfolio Core Portfolio
Start Date 01-Apr-19 01-Jan-17
Category Small Cap Small & Mid Cap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.910 Cr. Rs.2300 Cr.
No. of Stocks 18 15
1 Year Return 23.07% 15.17%
3 Year Return 40.94% 30.12%
5 Year Return NA 14.72%
Fund Manager Mr. Samit Vartak Mr. Samit Vartak

Below are some prime SageOne Portfolio Manager strategies worth your attention:

Small Cap Sparkle:

The strategy, which mainly concentrates on investing in the small-cap section of the S&P BSE 500 index, is intended for investors who see great promise in small companies.

This strategy is effectively directed by Mr Samit Vartak, who manages an incredible asset worth Rs. 910 crores split among 18 well-chosen equities.

Small Cap Sparkle shines bright for investors looking for quick growth, with a fantastic 23.07% return over the previous year and a stunning 40.94% CAGR over the past three years.

Core Champions:

Increase your investments using the Core Portfolio method, ideal for small and mid-cap firms investors.

This technique leads your money toward prospective market leaders in line with the S&P BSE 500 index.

Mr Samit Vartak skilfully oversees the money inside the AUM, which is a massive Rs. 2300 crore, wisely spread across 15 stocks.

The approach generated an impressive 15.17% return over the previous 12 months, and its 3-year CAGR was 30.12%.

The strategy ensures a balanced and fruitful investment journey with Core Champions.

Top Fund Managers of SageOne PMS

#1

Mr. Samit Vartak

#2

NA

#3

NA

#4

NA

#5

NA

Check out the list of Best Fund Managers of SageOne PMS here.

Mr. Samit Vartak

Mr. Samit Vartak is currently serving as one of the leading SageOne PMS Fund Managers.

Since 1999, he’s been like a guide for companies, showing them how to get better and grow, demonstrating him as a true expert in the world of money and business.

With a history spanning from advising top-tier firms in the US to his role as a CFA® charter holder and MBA from Washington University, his experience and expertise are unmatched.

After spending a decade in the USA working initially in corporate strategy with Gap Inc., PwC Consulting, and Deloitte, he’s now here at SageOne PMS to grow others’ revenue and wealth.


SageOne Portfolio Managers SWOT Analysis

Here is the detailed SWOT analysis for the SageOne Portfolio Management:

Strengths:

  • With over a decade of experience, SageOne demonstrates a strong expertise in portfolio management.
  • The 1-year return of 19.12% showcases their skill in generating positive returns for investors.
  • Serving 781 active users from various backgrounds stresses SageOne’s ability to cater to a wide range of clients.
  • Offering two distinct strategies provides clients with options that align with their risk appetite and financial objectives.
  • SageOne’s clear fee structure and absence of hidden charges enhance its appeal to investors.

Weaknesses:

  • The relatively higher minimum commitment of Rs. 50 lakh for both strategies might limit accessibility for smaller investors.
  • The fees associated with exiting the investment within the first three years could deter potential investors.
  • The absence of live chat support might be a drawback for investors seeking real-time assistance.

Opportunities:

  • As the financial markets continue to evolve, there’s an opportunity for SageOne to attract more investors seeking professional portfolio management services.
  • More personalized investment strategies could attract more investors with varying risk profiles.
  • The PMS could tap into new market niches by expanding its offerings beyond small-cap and mid-cap segments.

 Threats:

  • Fluctuations in the financial markets could impact SageOne’s performance and returns, affecting investor confidence.
  • The portfolio management industry is competitive, with other firms vying for the same investor base.
  • Regulation changes could impact SageOne’s operations, requiring adjustments that might affect their performance.

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Investment Facilities provided by SageOne Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

SageOne Portfolio Manager features a variety of tools that are both exciting and helpful in the field of investing instruments.

Contrary to other platforms where you can design your strategies, you can choose from the ones already available here.

Just keep in mind that switching will incur a cost of 1% based on the value of your fund. There is space for discretionary and non-discretionary strategies, and NRI investors are welcome to join.

Another option for flexibility is an early exit; however, doing so would incur a 3% fee if done in the first year.

It’s like a financial playroom for grownups where you can get creative with different approaches, take action, and even see your investments increase in value.

Just remember the game’s regulations and the financial effects of your decisions.

SageOne Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

SageOne Portfolio Management provides various helpful tools to help you handle your finances wisely. You can contact the staff via phone or email when you require support.

Besides, they offer dedicated assistance from relationship managers who can lend a hand during business hours.

You can talk to the fund manager if you have any money-related questions or worries.

SageOne Portfolio Management Services strives to have any problems you run into fixed in no more than five working days.

Though they don’t offer live chat, their numerous support channels ensure you’re always with others on your investment path.

SageOne PMS Dashboard Link

Web Platform

The SageOne PMS Dashboard serves as your command hub for easy management. You can readily manage tasks and operations with the help of this user-friendly software.

Picture it as your digital helper who makes complex chores easier for you. The PMS Dashboard allows for everything, from managing projects to accounting.

It’s like having an expert advisor by your side, ensuring you’re always in charge. With SageOne, hassle-free operation is possible because simplicity and efficiency are combined.


SageOne PMS Login

Use the SageOne PMS login to discover all aspects of effective leadership. The login dashboard delivers effortless access for individuals and organizations to investment operations.

It is meant to make investment tasks quick and simple. Imagine having all your vital information and resources at hand and easily accessible with a few clicks.

Each user who chooses to be a member of SageOne PMS can get their login details by passing standard application criteria.

SageOne PMS Review or Ratings by Finec.in

Overall Rating

8.14 / 10

Portfolio Performance

8.34 / 10

Support

8.10 / 10

Facilities

8.02 / 10

Charges

7.94 / 10

Experience

8.30 / 10

SageOne Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006943

Contact Person

Alok Nagpurkar

Email ID

sv@sageoneinvestments.com

Telephone No.

020 6627 9638

Address

Bunglow 56, Cloud 9,, NIBM Road, Kondhwa,, PUNE, MAHARASHTRA, 411048

Starting Date

Nov 22, 2019


How do I invest in SageOne PMS?

Your one-time Investing in SageOne Portfolio Management offers a diverse opportunity to grow your wealth strategically. Here’s how you can get started.

Eligibility Check: Ensure you are at least 18 years old and either an Indian resident or an NRI.

Minimum Investment: You’ll need a minimum of Rs. 50 lakh to start investing in SageOne PMS.

Gather Documents: Get your documents ready, including:

PMS Agreement: This is a must-have document. POA (Power of Attorney): Required for managing your investments.

Demat Account: You’ll need this to hold your investment securities. PAN (Permanent Account Number): essential for tax purposes. Address Proof: A mandatory document for verification

Engage with SageOne: Contact SageOne Portfolio Management to express your interest and start the investment process.

Strategize with Experts: SageOne’s portfolio managers will work with you to create an investment strategy aligned with your financial goals.

Regular Updates: Stay informed with regular updates about your investment performance and portfolio adjustments.

Investing with SageOne PMS is a thoughtful step towards growing your wealth. Always read and understand the terms before investing, and consider seeking financial advice if needed.

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SageOne PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with SageOne Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


SageOne PMS: Conclusion

SageOne Portfolio Management Services (PMS) is a solid choice for portfolio management for many reasons.

With a decade of experience, SageOne has garnered an impressive AUM of Rs.3260.98 crore.

Besides, with two distinct strategies, the PMS is actively serving a clientele of 781 active users. SageOne’s appeal lies in several other factors, which makes it a wise investment partner.

SageOne PMS’s performance even shines through its returns, as they are consistently outperforming the Nifty 50 benchmark. Overall, it is a great PMS.


FAQs on SageOne Portfolio Management

Here is the list of FAQs related to SageOne Portfolio Management Services.

Which is the Best Strategy for SageOne PMS?

The core portfolio is considered one of the best strategies for SageOne PMS. The core portfolio belongs to small and midcap funds and manages Rs.2300 Cr AUM.

Since Its inception in 2017, the strategy has given excellent returns to investors.

What is the Minimum Investment in SageOne PMS?

The investor needs to invest at least 50 lakhs in SageOne PMS.

What is the Return of SageOne PMS?

The average one-year return with SageOne PMS is 19.12%.

Is Solidarity Portfolio Management Good?

Yes, SageOne management was found to be reasonably reliable for the investors.

What is the fixed commission of SageOne PMS?

The fixed commission offered by SageOne is 13.75%.

Is a Demat account mandatory for SageOne Portfolio Managers?

Yes, a demat account is mandatory for joining SageOne PMS.

What are the Exit Charges of SageOne Portfolio Management?

The exit load for 1st year is 3%, for the second year is 2%, and for the third year is 1%.

Who are the current fund managers of SageOne PMS?

Mr. Samit Vartak is the fund manager of SageOne PMS.

What is the AUM of SageOne Portfolio Management Service?

The SageOne AUM for portfolio management service is Rs.3260.98 Cr.

Do SageOne Portfolio Managers Charge Variable Commissions?

SageOne portfolio managers charge no variable commission.


 

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