We offer holistic advisory which is unbiased and transparent. Our advice is based on your investing goals, risk tolerance, and your existing investments. Our advice does not just offer MF recommendations alone.
We leverage factors that can more reliably contribute to better portfolio returns and investor outcomes, below are the factors in the order of importance and their contribution to investment returns.
We at myMoneySage keep our advice asset class and product agnostic, we would be recommending the most optimal asset class/product mix inline with the financial objectives of the client,
Our core portfolio typically comprises of products like Mutual Funds, ETFs. REITs, Bonds etc. Where as our satellite portfolio will have products like Direct Equity, Unlisted shares, Structured products, Private equity etc.
A dedicated investment adviser will be assigned to every client along with support staff for execution. There is no limit on the number of meetings or talk time with the adviser.
The investment adviser will help the client with risk profiling, goal setting and all other activities that are incidental to comprehensive financial planning.