Investor Charter and Grievance Redressal

Vision

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

Mission

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

Details of business transacted by the Investment Adviser with respect to the investors

myMoneySage offers comprehensive financial planning and wealth management services to its clients,

Before providing any service

1) myMoneySage shall enter into an agreement with the client providing all details including fee details, disclosure of conflict-of-interest if any, and maintaining confidentiality of information.


2) myMoneySage shall share the copy of the agreement and also complete the KYC formalities for the client.


3) myMoneySage shall do a proper and unbiased risk – profiling and suitability assessment of the client.




Business name and contact info

myMoneySage, Legal Name : Shreem Datatech Solutions Private limited

SEBI Registered number : INA200014247

E-mail Address : support@mymoneysage.in

Contact Number : 7026324444

Registered Office : No 800 7th Cross 1st A Main Road, BSK 3rd Stage, 3rd Phase, 3rd Block, BANGALORE, KARNATAKA, 560085

Correspondence Address : No 3/6 Hari Mansion 1st Floor, Chamrajpet, BANGALORE, KARNATAKA, 560018

Investors Do’s and Don’t’s: Click To Download

Complaint Data to be displayed by IAs

Data for the month ending - Sep

Sr. No. Received from Pending at the end of Last month Received Resolved* Total Pending # Pending complaints >3months Average Resolution time^(in days)
1 Directly from Investors 0 0 0 0 0 0
2 SEBI(SCORES) 0 0 0 0 0 0
3 Other Sources(if any) 0 0 0 0 0 0
Grand Total 0 0 0 0 0 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried Forward from Previous Month Received Resolved* Pending #
1 April, 2021 0 0 0 0
2 May, 2021 0 0 0 0
3 June, 2021 0 0 0 0
4 July, 2021 0 0 0 0
5 August, 2021 0 0 0 0
6 September, 2021 0 0 0 0
7 October, 2021 0 0 0 0
8 November, 2021 0 0 0 0
9 December, 2021 0 0 0 0
10 January, 2022 0 0 0 0
11 February, 2022 0 0 0 0
12 March, 2022 0 0 0 0
13 April, 2022 0 0 0 0
14 May, 2022 0 0 0 0
15 June, 2022 0 0 0 0
16 July, 2022 0 0 0 0
17 August, 2022 0 0 0 0
18 September, 2022 0 0 0 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of annual disposal of complaints

Sr. No. Year Carried Forward from Previous Year Received Resolved* Pending #
1 2018 – 2019 0 0 0 0
2 2019 – 2020 0 0 0 0
3 2020 – 2021 0 1 1 0
4 2021 – 2022 0 0 0 0
5 2022 – 2023 0 0 0 0
Grand Total 0 1 1 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Details of grievance redressal Mechanism


1) In case of any grievance / complaint, an investor shall approach the compliance officer Mr. KishorKumar B on support@mymoneysage.in we shall ensure that the grievance is resolved within 30 days.


2) If the investor’s complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI’s 'SCORES' portal which is a centralized web based complaints redressal system. SEBI takes up the complaints registered via SCORES by clicking this link


3) With regard to physical complaints, investors may send their complaints to: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051.

Associate Regional SEBI office :

2nd Floor, Jeevan Mangal Building,
No.4, Residency Road,
Bengaluru - 560025, Karnataka