Your Path to
Financial Abundance

myMoneySage is a SEBI registered investment adviser which empowers investors with unbiased and transparent advise.

Our cutting-edge research and award-winning platform help HNIs create and preserve wealth.

Featured On

myMoneySage Elite

Comprehensive Financial planning and wealth Management solutions for the Elite and discerning.

Cash flow planning

Financial and Budgeting accounts

Financial planning

Goal Based Comprehensive Planning

Investment Management

across Equity, Fixed Income, Commodities, Real Estate

Why myMoneySage

SEBI Registered Investment Adviser

Expert Advisers on fee only/Fiduciary mode

Asset class and product agnostic advice that leverages Behavioural Science

Unique 3p framework delivers more than just XIRR

How it works​

Define financial objectives​

Our expert advisers help you define financial goals, aggregate your financial information and evaluate your risk profile.

Comprehensive planning

Draft financial plan followed by a final comprehensive financial plan including contingency, tax and estate planning.

Investment planning

The financial plan is like a map for the investment policy. It outlines the asset allocation and Investment plan.

Execution and periodical review

Execution of financial plan across all asset classes & financial products followed by periodical review.

Fee only platform

Zero Commissions. Higher Returns

Switch your existing investments to direct

Monitor and rebalance your Portfolio

Invest for your family members using a single account

Regulatory Disclosure

Shreem Datatech Services Pvt Ltd (tradename: is a SEBI Registered Investment Advisor (INA200014247). SEBI requires RIA’s to disclose complaint status on their homepage. Please click know more for detailed status.

What Our Customers Say

Start Your Investing Today

"A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true." - Greg Reid


Follow us on social media to find out latest updates

Get Our App

Copyright © 2024 myMoneySage | All Rights Reserved

Scroll to Top