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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
To build the world’s most trusted personal finance ecosystem that democratises unbiased advice and helps create wealth for the masses.
Amplifying wealth creation for individuals by bringing down the cost of client-centric advice leveraging Technology/AI and Behavioural Science.
Founder & CEO
Co-Founder & CPO
Co-founder
Team Lead - Investment Advisory
Analyst
Certified Financial Planner
Certified Financial Planner
Operations and Support
Operations and Support
We are looking for talented and driven fintech enthusiasts. If this sounds like you, please send your resume to hr@mymoneysage.in
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.
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.
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.
"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