Three in One App

The 3 in one app for Money Management, Financial planning & Investment Management

Money Management

Financial Planning

Investment Management

Why myMoneySage

SEBI RIA, No Commissions, No conflict Regulatory disclosure

SEBI Registered Investment Adviser

Award Winning Financial Tools for your needs

Award Winning Financial Tools

Trusted by 40K plus investors  Managing 700 Cr+ assets on the platform

Trusted by 40K plus investors Managing 700 Cr+ assets on the platform

Innovative tech backed by expert advisers

Innovative tech backed by expert advisers

How it works

myMoneySage Link Account

1

Link Your Account

Connect all your financial accounts(Savings, EPF, Investments, Loans, Credit Cards, etc.) to get a comprehensive view of your money

myMoneySage Path 1

1

Link Your Account

Connect all your financial accounts(Savings, EPF, Investments, Loans, Credit Cards, etc.) to get a comprehensive view of your money

Make a plan

Track your cash flows, set goals, make a financial plan

2

myMoneySage Path 2
myMoneySage Plan

2

Make a plan

Track your cash flows, set goals, make a financial plan

myMoneySage Talk To Advisor

3

Talk to an advisor

Do it yourself or seek advise from an expert adviser who is just a click away

myMoneySage Path 3

3

Talk to an advisor

Do it yourself or seek advise from an expert adviser who is just a click away

Start Investing

Diversify across asset classes leveraging myMoneySage recommended portfolios

Know More

4

myMoneySage Start Investing

4

Start Investing

Diversify across asset classes leveraging myMoneySage recommended portfolios

Know More

Free & Direct MF
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

Updated 5 mins ago

Regulatory Disclosure

Complaint Status as on 28th February 2021.

Shreem Datatech Services Pvt Ltd (tradename: myMoneySage.in) is a SEBI Registered Investment Advisor (INA200014247). SEBI requires RIA's to disclose complaint status on their homepage. Pursuant to the same, please note:

Complaint Status as
on 28th February 2021.
Number of Complaints
At the beginning
of month
0
Received during
the month
0
Resolved during
the month
0
Pending at the
ending of the month
0
Reason for
pendency
NA

What Our Customers Say