Basic
DIY+
Platinum
Priority

Comprehensive Financial Plan

Do-it-Yourself through Financial Planning Tools

Do-it-Yourself through Financial Planning Tools

Prepared by our Advisory Team

Prepared by a dedicated by a dedicated Advisor

Track Family Portfolios

No

Yes

Yes

Yes

Advice for Family Members

NA

NA

Advisory team will provide advice to your family members as required.

Advice will be given by your personal finance coach to all your family members.

Your Queries Answered By

myMoneySage Support

myMoneySage Support

Advisory Team

Your personal coach

Money Manager

Can add up to 5 auto- populate/statement upload accounts

Can add up to 30 auto- populate/statement upload accounts

No limit on the number of accounts

No limit on the number of accounts

Auto-mode Expense Tracker

Available

Available

Available

Available

Reports

> Consolidated Family wealth report

> MF Transaction reports

> MF Portfolio Account Holdings Reports

> Consolidated Family wealth report

> Capital Gain/ Loss reports

> MF Transaction reports

> MF Portfolio Account Holdings Reports

> Consolidated Family wealth report

> Capital Gain/ Loss reports

> MF Transaction reports

> MF Portfolio Account Holdings Reports

> Consolidated Family wealth report

> Capital Gain/ Loss reports

> MF Transaction reports

> MF Portfolio Account Holdings Reports

Portfolio Analysis

No

Asset class-wise, Sector-wise and Return-wise break up of your portfolio

Asset class-wise, Sector-wise and Return-wise analysis of your portfolio by Advisory team

Asset class-wise, Sector-wise and Return-wise analysis of your portfolio by Personal Finance Coach

Portfolio Execution

Do it Yourself

Do it Yourself

Execution support by
myMoneySage Support

Execution support by
myMoneySage Support

Personal Finance Alerts

No

E-mail and SMS alert facility for all important payments due, renewals and maturity.

E-mail and SMS alert facility for all important payments due, renewals and maturity.

E-mail and SMS alert facility for all important payments due, renewals and maturity.

Document Storage

No

Complimentary high security storage facility to store your important documents.

Complimentary high security storage facility to store your important documents.

Complimentary high security storage facility to store your important documents.

Free Talk time with Advisors

No

1 hour/quarter

Advisory team is available on call.

Dedicated Advisor is available on Priority.