How it works

myMoneySage will simply give you wise advice and guide you to meet your goals as well as your dreams. Our holistic approach gives you a well-constructed financial roadmap, augmented by our well- researched investment plans.

myMoneySage number display 1

Consolidate All Your Financial Accounts

Collate all your financial accounts in one place to get a 360° view of your net worth. Our platform is flexible and allows you to enter all your financial account details through

  • Manual entry
  • uploading of account statements
  • auto-populate through your account user-id

Supported Financial Account Categories: Banks, Credit Cards, Insurance, Mutual Funds, Direct Equity, Small Savings, Loans, Retirement Accounts, etc.

Security: 256 encryption, Passwords stored in PLYNT certified environment, Powered by Perfios

myMoneySage Plan

Consolidate All Your Financial Accounts

Collate all your financial accounts in one place to get a 360° view of your net worth. Our platform is flexible and allows you to enter all your financial account details through

  • Manual entry
  • uploading of account statements
  • auto-populate through your account user-id

Supported Financial Account Categories: Banks, Credit Cards, Insurance, Mutual Funds, Direct Equity, Small Savings, Loans, Retirement Accounts, etc.

Security: 256 encryption, Passwords stored in PLYNT certified environment, Powered by Perfios

myMoneySage Plan
myMoneySage number display 2

Set Your Goals With our easy to use Goal Planner

Our platform helps you to set Specific, Measurable, Achievable, Realistic, and Timely financial goals.

Get a Financial Plan

Obtain your Financial plan, which shows the roadmap to achieve your financial goals.

If you have opted for a Basic plan, go to Asset-Goal Mapping Tool and tag your assets to your goals. Know how much of your goal is achieved and how much you need to invest to achieve your goals.

If you are a Gold Plan member, let our AI-powered RoboAdvisor create a financial plan for you.

If you are a Platinum member, Hey! Wait our Advisory team is going to get in touch with you within 24 hours!

If you are a Priority member, allow our Personal Finance Coach to help you throughout.

myMoneySage Plan
myMoneySage number display 3

Get a Financial Plan

Obtain your Financial plan, which shows the roadmap to achieve your financial goals.

If you have opted for a Basic plan, go to Asset-Goal Mapping Tool and tag your assets to your goals. Know how much of your goal is achieved and how much you need to invest to achieve your goals.

If you are a Gold Plan member, let our AI-powered RoboAdvisor create a financial plan for you.

If you are a Platinum member, Hey! Wait our Advisory team is going to get in touch with you within 24 hours!

If you are a Priority member, allow our Personal Finance Coach to help you throughout.

myMoneySage Plan
myMoneySage number display 4

Talk to our Advisors

Still, want to talk to us? Call us at +91 9844066686. Our advisors are simply there to give you wise advice.

myMoneySage number display 5

Start Investing

Defined your financial goals right? Got your financial plan? Then start investing according to our recommendations to meet your goals.

Invest online in Commission-free, Direct Mutual Fund Plans, Direct Equities, and NPS

myMoneySage Plan

Start Investing

Defined your financial goals right? Got your financial plan? Then start investing according to our recommendations to meet your goals.

Invest online in Commission-free, Direct Mutual Fund Plans, Direct Equities, and NPS