OUR HERITAGE

Helping Successful Families Make Better Financial Decisions

myMoneySage was founded on a simple belief: wealth deserves advice that is independent, objective, and aligned with the client’s best interests. Over the last two decades, we have worked with entrepreneurs, professionals, NRIs and affluent families navigating increasingly complex financial lives.

As wealth grows, so do the decisions surrounding investments, taxation, risk, succession and legacy. Our role is not merely to manage money. It is to help families make informed decisions with clarity and confidence.

Today, myMoneySage serves HNIs, Ultra-HNIs and family offices across India and around the world, providing fiduciary advice rooted in long-term thinking and disciplined stewardship of capital.

VISION

“To become India’s most trusted fiduciary wealth partner for successful families.”

MISSION

“To help entrepreneurs, professionals, NRIs and family offices make intelligent financial decisions through comprehensive planning, unbiased advice and disciplined stewardship of capital.”

GLOBAL FIDUCIARY STANDARD

OUR PRINCIPLES

Foundations of Stewardship

Advice Before Products

“The quality of financial decisions matters more than the quantity of financial products.”

Fiduciary Always

“Every recommendation begins with one question: Is this in the client’s best interest?”

Stewardship Over Speculation

“Our responsibility is not to predict markets. It is to help families navigate them with discipline and perspective.”

FOUNDER & CEO

Kishorkumar Balpalli

Kishorkumar Balpalli has spent more than two decades helping individuals and families make better financial decisions. His philosophy is rooted in fiduciary responsibility, evidence-based investing and long-term wealth stewardship.

“Under his leadership, myMoneySage has evolved from a financial planning practice into a trusted advisory firm serving successful families, business owners, NRIs and family offices. ‘Our job is not to sell financial products. Our job is to help families make better decisions.'”

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Our Professionals

Behind every client relationship is a team committed to delivering thoughtful advice and exceptional service. Our professionals bring together expertise across financial planning, investment research, client advisory, operations and compliance.

Kishorkumar Balpalli

Founder & CEO

Praveen Parthasarathy

Co-founder

Prathima K

Co-founder

Tanmayi Mahant

Chief Manager

Kishan

Research Analyst

Aarti Agarwal

Investment Advisor

Yash Maru

Investment Advisor

Prekshita

Investment Advisor

Bhuvana

Operations

Yuktha

Operations

OUR COMMITMENT

The Relationships We Value Most

“The greatest measure of our success is not assets under management. It is the trust families place in us when making some of life’s most important financial decisions.”