About My Services

About My Services
“Guiding You with Experience and Empathy”
(Offered offline through personal contact only)

At The SIP Sage, I extend my professional expertise as an AMFI-registered Mutual Fund Distributor and IRDAI-licensed Insurance Agent to help individuals and families make informed, confident steps toward financial clarity and long-term security.

While this platform does not offer any direct online services, it serves as a knowledge-sharing space and a bridge to the range of personalized, offline services I offer through one-on-one interactions.

  • SIP (Systematic Investment Plan) setup and tracking
  • Lumpsum mutual fund investments
  • Portfolio review and restructuring
  • Goal-based planning: retirement, child education, marriage, home buying
  • Basic guidance on capital gains and taxation
  • Life insurance planning for protection and wealth security
  • LIC policy selection for long-term savings and protection
  • Health insurance options for individuals and families
  • Child future planning using insurance-based tools
  • Easy-to-understand explanation of product features
  • Risk profiling to match products with your comfort zone
  • Regular performance review and follow-up
  • Behavioral coaching for consistent, goal-aligned investing

How to Reach Me for Services

If you're seeking reliable guidance for mutual fund investing or insurance planning, I invite you to connect with me directly for a personalized conversation:

👉 Go to Contact Page

Note: This website — www.thesipsage.com — is not a SEBI/AMFI/IRDAI registered platform. It is an educational initiative created by me to extend the value of my offline practice and share insights on financial awareness. All services are offered only after personal interaction, in full compliance with applicable regulatory norms.

About the Author

Anindya Ray is an AMFI-registered Mutual Fund Distributor and an IRDAI-licensed Insurance Agent. With hands-on experience in helping people make informed financial decisions and spreading personal finance awareness, he is deeply committed to guiding Indian families through their financial journey with clarity, confidence, and purpose.

Driven by the belief that financial literacy is the foundation of financial freedom, Anindya works at the grassroots level to simplify complex topics like investing, insurance, and money habits for everyday individuals across all walks of life.

The SIP Sage is his personal initiative—a non-commercial financial awareness blog—dedicated to breaking down money matters into easy, relatable insights for the Indian middle class.

Note: No online services or products are offered or solicited through this platform. For offline, personalized financial guidance, Anindya may be contacted directly via WhatsApp or email.