The Purity of Fee-Only Advice
Traditional wealth management is often clouded by distribution incentives. At myMoneySage, we have removed every barrier between your goals and our advice.
Zero Conflicts
We accept no commissions from fund houses or insurance providers. Our loyalty is entirely to the client.
SEBI RIA Mandate
As a regulated fiduciary, we are bound to act in your best interest at all times.
Absolute Clarity
A simple, flat or AUM-based fee structure. No hidden layers, no complex retrocessions.
Sage Private
For portfolios from ₹2 Cr
Personalised multi-asset portfolio construction
- Quarterly reviews and periodical rebalancing
- Dedicated advisory support team
Sage Elite
For portfolios from ₹25 Cr
0.60/ annum, tiered by portfolio size
Bespoke family office architecture- Estate planning & succession strategy
- Direct access to the founder and principal adviser
Minimum portfolio sizes apply to each tier. The exact fee, basis of charge and tier thresholds form part of the
advisory agreement and the SEBI-mandated fee disclosure. Fees are exclusive of GST.
Direct Comparison
The clarity you deserve, mapped side by side.
| Core Features | Sage Private | Sage Elite |
|---|---|---|
| Minimum portfolio size | ₹2 Cr | ₹25 Cr+ |
| Advisory fee | 0.75% fixed | 0.60%–0.40% tiered |
| Reporting frequency | Monthly digital | Monthly digital + quarterly in-person |
| Tax-aware rebalancing | Quarterly review | Continuous |
| Legacy & trust advisory | — | Comprehensive guidance |
Clarifying Financial Integrity
Unpacking our SEBI RIA mandate, and why a fee-only model is the cleaner standard for serious wealth. Read terms & conditions -connect to terms pages
What is a fee-only RIA?
We have chosen to be paid only by our clients, never by the products we recommend. That removes the selling pressure, so our only incentive is the quality of your portfolio.
Are there exit penalties?
No. We aim to earn the relationship continuously. You may discontinue the service at any time, with no exit load.
How is the fee charged?
Fees are calculated on assets under advice and billed periodically, as set out in your advisory agreement.
Is the fee GST inclusive?
Quoted advisory fees are exclusive of GST. The prevailing rate of GST applies to all advisory invoices.