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:
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Complaint Status as on 28th February 2023. |
Number of Complaints |
|
At the beginning of month |
0 |
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Received during the month |
0 |
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Resolved during the month |
0 |
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Pending at the ending of the month |
0 |
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Reason for pendency |
NA |
myMoneySage has provided us timely advice for our investments to be safe, secure and growing. Their suggestions have been reliable and tailor-made to our requirements and expectations in these turbulent times
myMoneySage is an excellent platform to track all of your assets and liabilities (equity, MF, real estate, insurance, loans etc..) in one place. Advisory is very good whether it is Mutual Funds diversification / Insurance / Income Tax, I have been communicated well with very good explanation, so that we understand it well before implementing. I have got very good timely response for all my queries - 100%.
I have been availing services of myMoneySage since nov19. Their financial advice and execution are good. Secondly, easily accessible. Thirdly, they have a complete setup to provide efficient services. Wishing them greater heights
I am associated with Team myMoneySage since last one year. They are different from other wealth managers. The nature of education & guidance extended by them on MF Investments is excellent. You can expect to benefit from their research & innovative ideas.
myMoneySage took time during the due diligence process to fully understand my likes and dislikes, as well as my ultimate goals. They provided the pros and cons of what investment options I was interested in. They introduced me to a number of unique opportunities I would never have otherwise been aware of.
myMoneySage has been wonderful since the start of the engagement. They recommend what is best for you after an exhaustive process to learn about your current financial status. They are brilliant! They also have a wonderful support team ready to help and answer questions related to your finances. I would definitely recommend them if you as early as possible in your career.
myMoneySage has been an invaluable resource, providing a unique approach, support, and direction for my financial investments. It has ways of working and providing solutions that meet both my needs and support my financial goals. myMoneySage has shown me ways of how to channelize my personal finances and as a result shaping how I I manage my money. I find myMoneySage platform is very good for all types of people and I liked the the team and their hand holding approach for new entrants in the Financials.
I got to know about myMoneySage in January this year. As I had been a DIY investor for last 3 years I felt the need to be hand holded in my investment journey. I got a detailed questionnaire which after filling resulted in generating a plan. I was helped throughout out the filling of questionnaire. I was a bit sceptical initially as the fund suggested by myMoneySage were not matching with my current investments. But I slowly understood the risk reward matrix and switch my portfolio as per the guidance of myMoneySage advisor. The advisor and the execution team are through professionals and they help in every way. Good luck to myMoneySage team.
I've used myMoneySage website to have a consolidated view of all my saving accounts and investments in multiple portfolios. Having all this information in a single place is insightful and helps in making better and quicker decisions while managing my money.
myMoneySage is very good platform for direct mutual fund investors. I have been using it from last two years It provides very detailed information like Absolute return, XIRR %, Capital gain and many more to track mutual fund performance. The staff members are very cooperative & offers prompt service. It is safe, very easy & reasonable for financial planning advice among all the available portal.
I've used myMoneySage website to have a consolidated view of all my saving accounts and investments in multiple portfolios. Having all this information in a single place is insightful and helps in making better and quicker decisions while managing my money.
It's been a great journey so far with myMoneySage. The customer support has been great and the advice from their financial advisors has been spot on. I look forward to continuing a long partnership with them. All the best!
The customer service was extremely good and the recommendations and portfolio shared by myMoneySage was extremely helpful and thorough. They patiently answer all your queries throughout. I hope to stick with them for the long run and hope for such continued services.
