myMoneySage Elite

Comprehensive Financial planning and wealth Management solutions for the Elite and discerning.

Cash flow planning

Financial Planning

Investment Management

Why myMoneySage

SEBI RIA, No Commissions, No conflict Regulatory disclosure

SEBI Registered Investment Adviser

Expert Advisers on fee only/Fiduciary mode

Expert Advisers on fee only/Fiduciary mode

Asset class and product agnostic advice that leverages Behavioural Science

Asset class and product agnostic advice that leverages Behavioural Science

Unique 3p framework delivers more than just XIRR

Unique 3p framework delivers more than just XIRR

How it works

myMoneySage Link Account

1

Define financial objectives

Our expert advisers help you define financial goals, aggregate your financial information and evaluate your risk profile.

myMoneySage Path 1

1

Define financial objectives

Our expert advisers help you define financial goals, aggregate your financial information and evaluate your risk profile.

Comprehensive planning

Draft financial plan followed by a final comprehensive financial plan including contingency, tax and estate planning.

2

myMoneySage Path 2
myMoneySage Plan

2

Comprehensive planning

Draft financial plan followed by a final comprehensive financial plan including contingency, tax and estate planning.

myMoneySage Talk To Advisor

3

Investment planning

The financial plan is like a map for the investment policy. It outlines the asset allocation and Investment plan.

myMoneySage Path 3

3

Investment planning

The financial plan is like a map for the investment policy. It outlines the asset allocation and Investment plan.

Execution and periodical review

Execution of financial plan across all asset classes & financial products followed by periodical review.

Know More

4

myMoneySage Start Investing

4

Execution and periodical review

Execution of financial plan across all asset classes & financial products followed by periodical review.

Know More

Fee only platform

  • Zero Commissions. Higher Returns
  • Switch your existing investments to direct
  • Monitor and rebalance your Portfolio
  • Invest for your family members using a single account

Updated 5 mins ago

Regulatory Disclosure

Complaint Status as on 28th February 2023.

Shreem Datatech Services Pvt Ltd (tradename: myMoneySage.in) is a SEBI Registered Investment Advisor (INA200014247). SEBI requires RIA's to disclose complaint status on their homepage. Pursuant to the same, please note:

Complaint Status as
on 28th February 2023.
Number of Complaints
At the beginning
of month
0
Received during
the month
0
Resolved during
the month
0
Pending at the
ending of the month
0
Reason for
pendency
NA

What Our Customers Say