A die-hard optimist and Taichi practitioner who believes that financial literacy and discipline is the key to one's financial freedom.
Fin-tech specialist worked on various startup ideas and made products for masses from scratch. Techno-functional Geek at both Mind and Heart.
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.
Believes that anyone can achieve their financial goals by prudent asset allocation and systematic investing.
My passion lies in analyzing and understanding the complexities of equity markets to provide valuable insights and recommendations to investors.
I believe that planning client's financial goals and investments is lot more than just numbers. It's about crafting client's future by understanding and dealing with their emotions, behavior and biases.
A finance fanatic aiding people to discover what's important to them and determine their goals for building a roadmap to financial freedom.
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.
I am an optimist. I believe in a mantra “believe in yourself, you can achieve anything that you set your mind to”. I am an eager learner and an avid reader.
Attention to detail, Determined individual and motivated to the core. Will not accept no for answer and gets things accomplished by stretching to the last mile.
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.
Our founders have a combined experience of 25+ years in financial planning and investment advisory, coupled with a combined experience of 28 years in technology.
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.
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.
