SageOne Investment PMS – Review, Strategies, Returns, Charges & more

SageOne Investment PMS is leading in providing top notch PMS solution across the country.

When it comes to business understanding, the company goes deep like in granular level and continue its research about business by talking to many layers of management personnel, the key competitors and even tends to go much deeper with ground work at retail points, key suppliers, customers, distributors in order to discover or understand every risks, drivers, strategic competitive positioning of the business.

In this write-up, we will have a clear understanding of SageOne Investment Portfolio Management Services, its Commission models, Strategies, Investment plans, Prepaid Commission model, Yearly returns and much more.

PMS Offers

SageOne Investment PMS – Customer Ratings & Review

Find Client ratings of SageOne Investment Portfolio Management Services –

Returns Performance 3.5 / 5
Services 3.4 / 5
Charges 3.5 / 5
Experience 3.3 / 5
Strategies 3.2 / 5
Client Support 3.4 / 5
Overall Ratings 3.4 / 5
Star Ratings ★★★★★

Overview of SageOne Investment Portfolio Management Services

Find a detailed overview of the SageOne Investment portfolio management service in the table given below-

Company Type LLP
Registered Location Pune, Maharastra
Yr. of Establishment 2013

It has been observed that SageOne Investment PMS has been gaining speed in the portfolio management space in the country.

The company has a limited liability partnership which is founded by Samit Vartak in the year 2013. Headquartered in Pune, Maharashtra, the company is equipped with skillful fund managers who have full knowledge about the company’s position against domestic and global competitors.

Now, we will have a discussion about SageOne Investment portfolio management service company review, its PMS returns, PMS charges and more.

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Types of SageOne Investment PMS

There are 2 types of SageOne Investment Portfolio Management Services –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

The SageOne Investment PMS offers both Discretionary and Non –Discretionary PMS. The PMs Fund managers of the company under discretionary are given a complete freedom to select the suitable stocks and create a portfolio accordingly for the client.

However, with non-discretionary, the fund managers will not be able to carry forward any transaction without asking the client’s approval.

An unapproved transaction will be treated as void or null so in short PMS fund managers are not given any discretion in Non-Discretionary PMS.

SageOne Investment PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of SageOne Investment PMS company.

Fund Manager’s Details
Experience 20 Yrs.
Highest Qualification CFA
AUM (in Cr.) 525 Cr.
Number of Clients 297
Investment Tenure Minimum 3 yr.

The edge of the Broking house comes mainly from the fund managers who are skillful in understanding all the global and domestic competitors that the company is against at present.

Among them all, Samit Vartak is the best and experienced one. He has experience of 20 years as the Chief Investment Officer in SageOne and is responsible for the core investment philosophy of the company and discipline of risk management.

SageOne Investment PMS fund managers hold Rs 525 crore as AUM whereas manages portfolio of around 297 clients. For clients, the investment tenure in the broking house is a minimum 3 years.

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SageOne Investment PMS Strategies

The below table is providing details about the SageOne Investment portfolio management service strategies-

Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

The broking house offers various PMS strategies to their client who focuses on large-cap strategy, diversified strategy and small-mid cap strategy.

Here are some of the core SageOne Investment PMS strategies provided for the clients-

High Returning Business

The broking house tends to seek for attractive businesses which can provide long-term competitive advantage.

The company generally tends to seek for sustainable ROCE and ROE for at least 20% but they prefer to go for above 30% that is achieved without too much leverage.

The company looks for the business which is potential of providing long- term growth of above 20% per year. Plus, with it, just to achieve such growth, the business should not be required of too much additional dilution of equity.

Competent/Genuine Management

The company maintains a zero tolerance policy, meaning if they have any sort of doubts on the management integrity, they chose to let go of the good opportunity.

Once the management passes the above obstacle, then the company observes their competence for running the business and their distribution of capital.

The broking house is strict to be associating with only those managements who use their capital wisely and the excess capital is returned to the shareholders.

Risk-Reward Tradeoff

No matter what is the price, the broking house has its primary focus set on superior businesses and chooses not to buy a weak business.

In the era of opportunistic market, the company has its strong belief set in, “if we avoid the losers, the winners will take care of themselves.”

The broking house prefers to not invest at all when it comes down to making a bad investment.

SageOne Investment PMS Returns / Performance

The below table is giving details about SageOne Investment PMS returns and performance-

Returns (CAGR)
3 Year 9.3%
5 Year 10.2%
7 Year 11.1%
10 Year 7.4%
11 Year Plus 8.5%

The broking house offers a very impressive and robust return rate. The SageOne Investment PMS Returns have the full ability to beat around ten plus years of Mutual Fund Returns.

The PMS performance of this broking house for 3 years is 9.3%, for 5 years is 10.2%, for 7 year is 11.1%, for 10 years is 7.4%. The performance for more than 11 year becomes 8.5%.

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SageOne Investment PMS Investment Plans

Below the given table is providing details about the SageOne Investment portfolio management service investment plans.

Investment Plans
Bronze (25L – 50L) Yes
Silver (50L – 1 Cr.) Yes
Gold (1 Cr. – 5 Cr.) Yes
Platinum (5 Cr. Plus) Yes

The attractive rate of returns provided by the company is the reason of why the investors are well convinced to avail services of SageOne PMS house.

There are different types of The SageOne Investment PMS Plans provided by the company for all of its clients.

However, it is mandatory that a fixed amount of Rs 25 lakh is required for initiating transaction with the PMS house. Sagone broking house in total has 4 types of Investment Plans which are- Bronze, Silver, Gold and Platinum from where the clients can choose as they prefer.

The Bronze Plan starts with the range of Rs 25 lakh and goes upto Rs 50 lakh and the silver plan ranges between Rs 50 lakh and Rs 1 crore.

The Gold plan starts from Rs 1 crore which exceeds upto Rs 5 crore. Meanwhile, the clients with high budget of meaning to invest more than Rs 5 crore then they can enjoy the planinum plan.

SageOne Investment PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by SageOne Investment PMS house are as follows-

Commission / Fees Structure
Prepaid Commission Yes
Volume% Commission Yes
Profit Sharing% Commission Yes

The SageOne Investment PMS fee structure has been given in the above table which is classified into 3 types of categories- Prepaid Commission, Volume% Commission and Profit Sharing % Commission.

SageOne Investment PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.25% of Investment
Investment  – 50L – 1 Cr. 1.15% of Investment
Investment – 1 Cr. – 5 Cr. 1.05% of Investment
Investment – 5 Cr. Plus 0.95% of Investment

Under the SageOne Investment Portfolio Management Services Prepaid Commission, it is compulsory for the investors to make an advanced payment. Here, the commission is depended on the amount of investment that is made by the client.

The investment that is made in between 25 lakh and 50 lakh, the prepaid commission levied is 1.25% of the investment, if the investment is done somewhere within Rs 50 lakh and 1 crore, then the prepaid commission levied is 1.15% of investment.

When the investment are in between 1 crore and 5 crore, then the prepaid commission levied is 1.05% whereas with investment done more than 5 crore, the prepaid commission becomes 0.95% of investment.

SageOne Investment PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.116% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.109% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.099% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.085% of Total Transaction Volume

The fee structure in the SageOne Investment Portfolio Management Services Volume% Commission relies on the overall amount of transactions that is done by the Fund Manager.

In this model, the commission model is generally depended on two important factors- a) the current situation of the market and b) the loyalty or faithfulness of the fund manager in the company.

When yearly transaction volume stays between Rs 25 lakh and 50 lakh, then the Management fees charges 0.116% of total transaction volume, if the transaction volume is somewhere between 50 lakh and 1 crore, then the Management fees becomes 0.109% of total transaction volume.

If the transaction volume stays in between 1 crore and 5 crore, the Management fees become 0.099% of total transaction volume.

When the amount of transaction goes higher, commission charges gets decreases like if the transaction volume is above Rs 5 crore, the charges are 0.085% of total transaction volume.

SageOne Investment PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 21.7% of Profit
Profit Amount – 5L – 10L 19.7% of Profit
Profit Amount – 10L – 50L 17.9% of Profit
Profit Amount – 50L Plus 15.5% of Profit

Among all other commission models, SageOne Investment PMS Profit Sharing Commission is rated by the investors to be the most suited model.

Though the commission charge is very high, but the risk involved in it would be comparatively low. The profit sharing becomes 21.7% when the profit amount is somewhere between Rs 2.5 lakh and 5 lakh, the profit sharing is 19.7% that achieves profit between the range of Rs 5 lakh and 10 lakh.

When profit sharing is somewhere between 10 lakh and 50 lakh, then the profit sharing is 17.9% whereas with profit amount scaling up above 50 lakh, the profit sharing becomes 15.5%.

Know Charges models of other Portfolio Management Service Providers

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SageOne Investment PMS Charges

The below-given table is giving information about SageOne Investment Portfolio Management Service Charges-

Management Fees As per commission model
Upfront Fees 0.72% – 0.99% of Asset Value
Brokerage Charges 0.008% – 0.029% of Total Transaction Value
Custodian Charges 0.17% – 0.29% of Asset Value
Depository Charges 0.19% – 0.29% of Asset Value
Exit Load – within 12 months 0.80% – 1.09% of Withdrawal Value
Exit Load – post 12 months Free

In addition to the commission fees, the company offers the following SageOne Investment Portfolio Management Services Charges-

Management Fees- The fees structure of the company would be as per the commission model that has been mutually agreed between the client and the PMS team.

Upfront Fees-  An upfront fees ranging between 0.72% and 0.99% of  Asset value needs to be paid to the SageOne PMS team.

Brokerage Charges- The investors are needed to pay brokerage charges of 0.008%-0.029% of total transaction value.

Custodian Charges- The custodian charges would be somewhere between 0.17% and 0.29% of asset value.

Depository Charges– The PMS depository charge of SageOne broking house would be in between 0.19% and 0.29% of asset value.

Exit Load Fees-  If before 1 year period of portfolio creation, amount is withdrawn from account, then exit load fees is charged between 0.80% and 1.09% of withdrawal value whereas after 1 year period the exit load is absolutely free.

SageOne Investment PMS Benefits

Find the details about SageOne Investment PMS advantages in the table given below-

Benefits / Advantages
Top-up Facility Yes
Back office Reports Yes
Email Update Yes
SMS Update Yes
Watsapp Update No
Portfolio View Yes
Detailed View Yes
Flexible Commission Model Yes
Flexible Investment Plans Yes
Massive Experience Yes

The SageOne Investment PMS provide several benefits which are listed below:

  • SageOne PMS House provides Top-up facility to all the investors.
  • The investors are offered with the facility of Back office reports where the investors can get access to all the latest reports and portfolio information.
  • SageOne Investment PMS benefits the clients with providing an up to date update about all the transactions that takes place through Email and SMS.
  • The broking house makes provision of Flexible Commission Model and Flexible Investment Plans for the investors.
  • SageOne Investment PMS house has a massive experience in Portfolio management Services for the best possible results.

SageOne Investment PMS Customer Care

The table given below is showing a detailed view of SageOne Investment PMS Customer Care.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
Relationship Manager Support Yes
Call to Fund Manager Yes – 5 Times a month
Issue Resolving TAT 11 working days

As per SageOne Investment Portfolio Management Services Customer Care, the company provides the facility of direct call through which the clients can call directly to resolve any kind of queries or issues at any point of time.

  • The clients can get full support through Email.
  • The customers can also go for further support by approaching to the Relationship manager.
  • The clients are allowed to call their Fund Managers for 5 times in a month.
  • The SageOne Investment will take 11 working days to resolve all issues.

SageOne Investment PMS Conclusion

The scheme offered by SageOne Investment PMS are attention grabbing for providing strong support system. The clients with their investment portfolio are allowed to call their fund manager for at least 5 times in a month.

As per SageOne Investment PMS Conclusion, the company offers all kinds of investment plans for the clients including Bronze plan, Silver plan, Gold Plan and Platinum plan.

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