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

Team Lead - Investment Advisory

Believes that anyone can achieve their financial goals by prudent asset allocation and systematic investing.
Kishan

Analyst

My passion lies in analyzing and understanding the complexities of equity markets to provide valuable insights and recommendations to investors.

Aarti Agarwal

Certified Financial Planner

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

Certified Financial Planner

A finance fanatic aiding people to discover what's important to them and determine their goals for building a roadmap to financial freedom.

Ankita Pai

Operations and Support

I believe that planning and perseverance is the key to achieve anything and everything in life. It is the same with financial planning of our needs and goals. Analyzing financial status and modeling the customized financial plan for our clients is my passion.

Yuktha

Operations and Support

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.
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.

Start Your Investing Today

"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

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