ABOUT US

Welcome to Metric Sage, a trusted firm dedicated to serving a growing number of satisfied customers. Our mission is to steer our clients towards their financial objectives by employing qualitative and effective financial planning tools, bolstered by rigorous quantitative analysis

Leveraging our comprehensive understanding of mutual funds, insurance, loans, bank deposits, corporate deposits, and banking consulting, we provide our clients with tailored investment options that align with their short-term and long-term financial objectives. Our fundamental mission is to deliver efficient financial solutions, ultimately enabling our clients to maintain secure and fulfilling financial health.

Why Us

Why should we be your financial product distributors? This is a very relevant question to ask us. And given below is our answer...

Client CentricApproach:
Every solution we offer is crafted with a keen focus on your needs. Your long-term interests are the cornerstone that guides our recommendation process, ensuring a personalized and effective strategy for your financial growth

Rich Product Basket:
We provide a unified platform for a diverse range of financial products. However, our strategy is guided by a comprehensive, needs-based approach rather than a product-centric one

Focus on Customer Satisfaction:
Equipped with the right attitude, proficient team, streamlined operations, and cutting-edge technology, we assure unparalleled satisfaction and excellence in service. We follow a methodical process in our dealings to swiftly detect and address any issues or inquiries, providing our clients with a smooth and hassle-free experience.

Value Added Services:
Designed to ensure comfort, convenience, and control, our services empower you in managing your wealth. With our value-added services, you can enjoy the benefit of being consistently informed about your investments, anytime and anywhere

Right Experience & Skills:
Leveraging our wealth of experience, financial acumen and honed skills, we are adept at comprehending your unique needs. This understanding allows us to devise the most suitable strategies and solutions to facilitate the realization of your goals and dreams

Driven by Passion:
Our commitment to our clients is the essence of our business. The joy we experience in guiding our clients towards achieving their financial milestones and life ambitions is beyond compare.

Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial product, for an entire family or an organisation.
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E Wealth Account
MARS

OUR TEAM

Management:
Gautam Pawar Gautam Pawar

Gautam Pawar is the founder of Metric Sage, a leading firm in the financial sector. With an impressive career spanning over two decades, Gautam has amassed extensive experience in banking and wealth management.

His proficiency is evident in his ability to steer customers towards realizing their financial aspirations. He has a solid history of assisting a multitude of clients in safeguarding their lives and assets, underlining his dedication to their financial security. Gautam’s dedication to his clients, coupled with his vast knowledge and experience, makes him a trusted advisor in the realm of finance

 

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