SageOne PMS or Portfolio Management – Performance, Cost, Support & more
SageOne PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The SageOne Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
SageOne PMS - Snapshot
Total AUM
1 Year Return
Minimum Investment
Experience
Active Clients
SageOne Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
Overall Rating
Star Rating
Overview of SageOne Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
SageOne PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
SageOne PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
SageOne PMS Investment Strategies
| Strategy Name | Small Cap Portfolio | Core Portfolio | Large and MidCap Portfolio |
| Start Date | 01-Apr-19 | 01-Jan-17 | 01-Apr-22 |
| Category | Small Cap | Small & Mid Cap | Large & Mid Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Rs.910 Cr. | Rs.2300 Cr. | Rs.110 Cr. |
| No. of Stocks | 18 | 15 | Not Disclosed |
| 1 Yr. Return | 23.07% | 15.17% | 51.77% |
| 3 Yr. Return | 40.94% | 30.12% | NA |
| 5 Yr. Return | NA | 14.72% | NA |
| Fund Manager | Mr. Samit Vartak | Mr. Samit Vartak | Not Disclosed |
Top Portfolio Managers of SageOne Portfolio Management Services
#1
SageOne Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
SageOne Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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SageOne PMS - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
SageOne Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
SageOne Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
SageOne PMS Backoffice or Dashboard Link
Web Platform
