At Sage Circle, we step in so you never have to worry alone. Whether it's updating your KYC, recovering forgotten assets, rebalancing investments, or securing your legacy — we handle the details with care, clarity, and complete honesty.
Explore Our ServicesEvery service we offer is tailored specifically for families — handled with patience, clarity, and complete transparency.
A complete inventory of your assets — what you own, where your wealth is distributed, and how each asset can support your financial goals.
Completion of compliance requirements to ensure your assets are available to you when you need them.
Planning the portfolio distribution based on needs, risk, returns, and manageability.
A clear plan and documentation to pass on your assets to your legal heirs based on fairness, usability, convenience, and documentation.
We built Sage Circle around one simple belief: every family deserves expert financial guidance that is honest, accessible, and truly personalised.
Every process, communication, and meeting is designed with families in mind — at your pace, in plain language.
One consistent point of contact who knows your story and is always just a phone call away.
Over 50 years of combined expertise in finance and elder care. We understand your motivations as well as the financial and legal opportunities available — making us the best partner to guide your family.
We cover the full process — from your current portfolio to unclaimed assets, rebalancing advice, all paperwork, and inheritance planning — so nothing falls through the cracks.
From your first call to full peace of mind, here's exactly how we work together.
Call us or fill the form. We listen and understand your situation at no cost.
We map out all your assets, documents, and pending items — creating a clear picture.
We recommend a tailored action plan and walk you through every detail before proceeding.
We execute, monitor, and stay by your side — a trusted advisor for life.
Practical guidance on inheritance, finances, and planning — written for Indian families.
Nothing matters more to us than the trust and satisfaction of our clients.
Sage Circle found over ₹3 lakh in dormant accounts my husband had forgotten about. Their patience in explaining every step was truly remarkable. I cannot thank them enough.
After my wife passed, I was overwhelmed by paperwork. The team at Sage Circle took charge of everything — KYC, nominations, transfers — with such care and professionalism.
My portfolio was spread across too many places and I had no idea how to consolidate it for my children. Sage Circle built a legacy plan I'm proud to leave behind.
Choose the level of support that fits your family's needs. All plans include a complimentary first consultation.
All plans begin with a free, no-obligation consultation. Pricing shared after understanding your needs.
Practical tools and official links to help you locate lost assets, manage your finances, and plan for the future.
We are a deeply committed team — each of us driven by the belief that every family deserves clarity, continuity, and confidence in their financial legacy.
* All our investment advisors are NISM certified as per SEBI requirements.
Everything you need to know about how Sage Circle works — and how we can help your family.
Reach out for a free, no-obligation conversation. We'd love to learn how we can simplify your financial life.
