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"A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true." - Greg Reid
AboutUs
Vision Statement
To build the world’s most trusted personal finance ecosystem that democratises unbiased advice and helps create wealth for the masses.
Mission Statement
Amplifying wealth creation for individuals by bringing down the cost of client-centric advice leveraging Technology/AI and Behavioural Science.
Meet Our Team!
Kishor Kumar Balpalli
Founder & CEO
A die-hard optimist and Taichi practitioner who believes that financial literacy and discipline is the key to one's financial freedom
Praveen Parthasarathy
Co-Founder & CPO
Fin-tech specialist worked on various startup ideas and made products for masses from scratch. Techno-functional Geek at both Mind and Heart.
Prathima K
Co-founder
Passionate about personal finance belives that a person with a plan will end up with a lot more money than a person without a plan.
Tanmayi Mahant
Chief Manager - Financial Planning & Investment Advisory
Believes that anyone can achieve their financial goals by prudent asset allocation and systematic investing.
Kishan
Research Analyst
My passion lies in analyzing and understanding the complexities of equity markets to provide valuable insights and recommendations to investors.
Aarti Agarwal
Investment Advisor
I enjoy solving financial problems, devising investment plans for my clients and helping them to make important financial decisions that will affect their future. I have been successfully answering queries from clients and helping them to make financial decisions according to their own unique situations.
Yash Maru
Investment Advisor
A finance fanatic aiding people to discover what's important to them and determine their goals for building a roadmap to financial freedom.
Prekshita
Investment Advisor
I believe everyone can achieve their financial goals if they have a clear plan. As a CFP, I specialize in understanding deep values & financial goals of the clients and translate those insights into a unique, strategic roadmap to solve complex challenges and turn the most important dreams into reality.
Bhuvana
Operations and Support
I firmly believe that planning your finances is more crucial than merely creating them.
It requires discipline and perseverance to achieve not only your financial goals but also your life's aspirations and firmly follow the same for all my clients.
Yuktha
Operations and Support
I am someone who is hardworking & honest. I always believe in actively listening to the clients whom I handle and try to put myself in their shoes to make sure I can service them in the best possible manner.
Wanna be a part of myMoneySage team?
We are looking for talented and driven fintech enthusiasts. If this sounds like you, please send your resume to hr@mymoneysage.in
What Sets Us Apart?
Pioneered by thought leaders of personal finance
Unlike many other online wealth management platforms that took shape as business ideas of IIT/IIM graduates, myMoneySage was founded by financial advisors who decided to leverage the growing market for online wealth management and financial advisory to reach out to the wider masses.
Fiduciary
As a fiduciary, we are legally responsible for our clients and act only in the best interest of our clients. We act with ethics, integrity, and maintain high financial probity.
We always try to rise above regulations, and hold ourselves accountable too much higher standards, in the true spirit of regulations.
Human touch to technology
We believe that in this time of digital disruption, it is important to connect with our clients at a human level. We are accessible and available to our customers to address their issues, queries, and requests. All of our wealth management plans include a pre-allotted advisor talk time.