Comprehensive Financial planning and wealth Management solutions for the Elite and discerning.
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
Our expert advisers help you define financial goals, aggregate your financial information and evaluate your risk profile.
Our expert advisers help you define financial goals, aggregate your financial information and evaluate your risk profile.
Draft financial plan followed by a final comprehensive financial plan including contingency, tax and estate planning.
Draft financial plan followed by a final comprehensive financial plan including contingency, tax and estate planning.
The financial plan is like a map for the investment policy. It outlines the asset allocation and Investment plan.
The financial plan is like a map for the investment policy. It outlines the asset allocation and Investment plan.
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 31st January 2023. |
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 |