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 Advisor

Track Family Portfolios

No

Yes

Yes

Yes

Advice for Family Members

NA

NA

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

Advice will be given by dedicated advisor to you and 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

Can add up to 50 auto-populate/statement upload accounts

No limit on the number of accounts

Auto-mode Expense Tracker

Available

Available

Available

Available

Reports

> Consolidated 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

NA

NA

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 Dedicated Advisor

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.

Advisory Support

No

No

Advisory team is available on call.

Dedicated Advisor is available on call.


Add-Ons


Additional Accounts

If yours and your family’s financial accounts add up to more than 30, you can purchase this to add 20 additional accounts.