How it works​

Excellent advisory & always look towards risk & reward investment keeping client goals at top. Explore all avenues to serve client as per need. Thank you for all your advise in last 3 years & wealth creation journey is very much fruitful with out any bias.

I’ve been using the Personal financial advisor services from almost an year. Overall my experience is good and I recommend for others as well.They gather all the information and their financial experts give you a clear idea of what action needs to be done to achieve goal’s in a specified period.Got overall good advise of Investments, Taxation, Insurance policies to buy, Financial and expense planning etc.The only improvements I would recommend is, improve Android end user experience and introduce iOS compatible applications.

 

After evaluating three financial advisory firms, we decided to partner with MyMoneySage. We initiated our financial planning journey with them a quarter ago, and my initial interaction with their chief, Kishore Kumar played a key role in instilling the confidence needed for this decision.

Kishore Kumar came across as exceptionally open, unbiased, and sincere during our conversations. The entire team, with whom I have interacted, consistently demonstrated a “customer-first” attitude, responding promptly to queries and exhibiting a high level of professionalism.

I am particularly pleased with the portfolio recommendations provided by MyMoneySage. The team ensured a thorough and clear explanation of the suggested strategies, meeting my satisfaction. We are happy with their proactive approach in monitoring market dynamics and making informed decisions, especially when adjustments to the investment planning are required.

Unlike the other two firms I evaluated earlier, MyMoneySage is recommending ‘direct plans’ only for Mutual Funds, which is more beneficial for the customers.

Accessibility has been a standout feature. Aarti, our designated SPOC, consistently responds promptly to any queries, and even Kishore Kumar himself ensures immediate attention to messages.

In summary, our initial impression of MyMoneySage is nothing short of excellent.

I’ve been with myMoneySage for a year now, and the name truly reflects the impact they’ve had on my financial life. The journey has been nothing short of transformative, taking me from a state of worry and uncertainty to a newfound confidence in my financial future.

Aarti Agarwal, my dedicated financial advisor, has played a pivotal role in this positive shift. Her expertise, personalized approach, and commitment to my financial well-being have made all the difference. Aarti’s guidance has not only helped me navigate challenges but has also instilled a sense of assurance that I am on the right path towards financial independence.

I appreciate the proactive and tailored support provided by myMoneySage. The mindset shift they’ve facilitated has been instrumental in my financial turnaround. I can now confidently say that myMoneySage has been a key partner in helping me achieve my financial goals.

A heartfelt thank you to Aarti Agarwal and the entire myMoneySage team for their invaluable assistance. I highly recommend their services to anyone seeking a positive and impactful financial journey.

I have been using MMS for 15 months now. Initially I was worried about where I stand financially in life with limited clarity on investments. When one of my friend recommended MMS, I immediately took interest and went on 1v1 discussion with them. It was an honest discussion and they gave me a detailed perspective of how can I invest money for long term. Here I am 15 months later with a nice, diverse portfolio with good percentage of equity, debt and other artifacts. I am very happy to see double digit growth in my portfolio and most importantly, have clear understanding of how to invest money with input from MMS killer team. Shout out to Aarti for being available all the time and ensuring I’ve clear visibility of how my portfolios is balanced. Go ahead with MMS. Give them a chance and I am sure you will be very satisfied for long term.

I’ve been investing with My Money Sage for over a year now and the experience has been phenomenal. I had no knowledge of SIPs or STPs or Equity when I started since I was a small business owner. They were extremely supportive of my novice knowledge and walked me through everything step by step and have been a very patient and supportive team. For the curious readers, they were also able to deliver an AUA (annual returns) of about 15% so far across equity and mutual funds. They have a good dashboard that shows you an overall summary of all your investments and they are constantly to touch to notify me of new opportunities (if any) so we can maximize the portfolio. I’d recommend anyone who is new to their investment journey to MMS. They are currently managing investments for my entire family and also my company account. My Journey here started with Kishore (the founder) and has been managed by Tanmayi, Aarti, and Gunsheela ever since. So Special thanks to these 3 ladies for being Awesome!

1. Team of Good People.
2. Knowledgeable, good planning n execution.
3. Accessible n responsive.
4. Happy n Satisfied with their services since Dec 2019.

Associated with MyMoneySage Team for almost a year now, Team has helped out family portfolio to be re-structured and planned to be aligned with our Financial Goals and requirements. They’ve provided unbiased and well researched recommendations with complete openness to understand our family needs and suggestions ensuring disciplined investments. Great working with the team, thanks and keep up the good work folks (Tanmayi, Aarti, Gunsheela and Kishore)!

Moneysage is a very professional and pragmatic financial advisory company. There is no conflict of interest of pushing favorite funds and instead they recommend only Direct funds and quiet transparent in their fund selection . they stick to the risk profile and asset allocation principles. Kishore and Tanmayi are very professional and reachable to clarify any queries during setting up and review of your financial plans . Their portal is getting better though it can improve further with integration of other financial data ( bank acs, FDs etc) and better visualization of goals related financials . Overall, Moneysage provides a trustworthy financial advisory not only limited to MFs but also for direct equity like Smallcase or fixed income options. You can try them out with an exploratory call.

I am part of myMoneySage family since last 3 years. So far I am convinced by their assistance to manage my financial short and long term goals and aligned investments. Special thanks to Aarti, I find her always available for any finance discussion if needed may be for personal or family purpose. By their questioner, I became a kind of proactive planner of my upcoming known expenses.

Finance plays an important role in life specially with time. We should have proper finance plan thats what mMS provides.