myMoneySage Advisor

myMoneySage Advisor is comprehensive client management, and servicing tool for Financial Planning and Wealth Management. It is a great productivity tool to optimize sales & client services by all/any finance professionals. It is suitable for Registered Investment Advisors (RIAs)
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Chartered Investment Management Professional (CIMP)

CIMP is an initiative of an award-winning wealth management platform. This program acts as an incubator for RIAs which aims to address the growing demand for transparent and unbiased investment advice. It is a highly selective & outcome based cohort, which is a combination of classroom training, hands-on experience in investment advisory(internship) plus certification, with guaranteed placement on myMoneySage as a preferred advisor. This program/cohort will empower the participants to complete the certification and registration as an RIA under Sebi RIA regulations.