About Us

Vision Statement

To build the world's most trusted personal finance ecosystem that democratises unbiased advice and helps create wealth for the masses.

Mission Statement

Amplifying wealth creation for individuals by bringing down the cost of client-centric advice leveraging Technology/AI and Behavioural Science.

Meet Our Team

Kishor Kumar Balpalli
Founder & CEO
Kishor Kumar Balpalli
Founder & CEO

A die-hard optimist and Taichi practitioner who believes that financial literacy and discipline is the key to one's financial freedom.

Sumeet Goel
Co-founder & CIO
Sumeet Goel
Co-founder & CIO

Accomplished Finance Professional (CA & CS) with 18 years exp, strategic thinker and problem solver. Have flair for spotting trends and analytics to maximize returns. Believe in challenging the status quo.

Ashish Sheth
Co-founder and CTO
Ashish Sheth
Co-founder and CTO

A passionate technologist, believes in building better world by creating useful software.

Prathima K
Co-founder
Prathima K
Co-founder

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.

Alish Vagadiya
Developer
Alish Vagadiya
Developer

A CSE graduate, while building scalable system, he loves to play Classical and Sufi music. Most of time you may found him with only 4 things, which he can't compromise with it - chess, swimming, ice-cream and A true guajarati gathiya lover!

Rashmi Hingne
Advisor
Rashmi Hingne
Advisor

Strong believer of "Keeping things simple". Like interacting with clients to understand their needs and come up with practical workable solutions to help them accomplish their financial goals.

Sindhu Singh
Operations
Sindhu Singh
Operations

I believe that most important rule in providing excellent customer service is to be friendly & Respond in a timely manner.

Arjuman Barker
Sales Team
Arjuman Barker
Sales Team

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.

What Sets Us Apart?

Pioneered by thought leaders of personal finance

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.

Fiduciary

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.

Human touch to technology

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.