Investor Charter and Grievance Redressal
Transparent regulatory compliance under SEBI Investment Adviser (IA) guidelines. Commitment to fiduciary duty and institutional excellence for our HNI clients.
SEBI Registration Information
Shreem Datatech Solutions Private limited
Registration Number
INA200014247
Registration Number: INA200014247
Escalation Matrix
| Designation | Contact Person | Address | Contact No. | Email ID | Working Hours |
|---|---|---|---|---|---|
| Customer Care | Bhuvana | #7 Sree Devi Complex, Basavanagudi | 70263 24444 | bhuvana.v@mymoneysage.in | 9:30 AM to 6:30 PM |
| Head of Customer Care | Bhuvana | #7 Sree Devi Complex, Basavanagudi | 70263 24444 | bhuvana.v@mymoneysage.in | 9:30 AM to 6:30 PM |
| Compliance Officer | Praveen Parthasarathy | #7 Sree Devi Complex, Basavanagudi | 73587 00819 | pp@mymoneysage.in | 9:30 AM to 6:30 PM |
| CEO & Principal Officer | Kishor Kumar B G | #7 Sree Devi Complex, Basavanagudi | 98440 90646 | kk@mymoneysage.in | 9:30 AM to 6:30 PM |
Grievance Resolution Process
Initial Inquiry
Contact Head of Customer Care.
Compliance Review
Escalate to Compliance Officer.
Physical SEBI
SEBI Bhavan, BKC, Mumbai – 400051.
Associate Regional SEBI Office
2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru – 560025, Karnataka.
Investor Complaint Data
Data for the month ending January 2026| S.No | Received From | Pending (Start) | Received | Resolved | Total Pending | Pending > 3M | Resolution Time |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | — |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | — |
| 3 | Other Sources | 0 | 0 | 0 | 0 | 0 | — |
| Grand Total | 0 | 0 | 0 | 0 | 0 | — |
Trend of Monthly Disposal
Historical record of grievance closures over the past six months.
Trend of Annual Disposal
Fiscal year aggregation of investor communications.
Annual Audit Compliance
Under the SEBI (Investment Advisers) Regulations, 2013, Shreem Datatech Solutions Private limited undergoes a mandatory annual audit by a qualified Chartered Accountant to ensure strict adherence to all regulatory requirements and fiduciary duties.
| S.No | Financial Year | Compliance Audit Status | Remarks, if any |
|---|---|---|---|
| 1 | 2020-21 | Conducted | N/A |
| 2 | 2021-22 | Conducted | N/A |
| 3 | 2022-23 | Conducted | N/A |
| 4 | 2023-24 | Conducted | N/A |
Audit reports are submitted to the regulator (SEBI) and are available for inspection by authorized regulatory bodies at the registered office of the Investment Adviser.
Vision
To build the world's most trusted personal finance ecosystem that democratises unbiased advice and helps create wealth for the masses.
Mission
To help entrepreneurs, professionals, NRIs and family offices across India and around the world, providing fiduciary advice rooted in long-term thinking and disciplined stewardship of capital.
Details of Business Transacted by the Investment Adviser
myMoneySage offers comprehensive financial planning and wealth management services to its clients, Before providing any service
Client Agreement
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.
KYC & Documentation
myMoneySage shall share the copy of the agreement and also complete the KYC formalities for the client.
Risk Profiling
myMoneySage shall do a proper and unbiased risk – profiling and suitability assessment of the client.
Business Information & Contact Details
| Legal Entity Name | Shreem Datatech Solutions Private limited |
| Trade/Business Name | myMoneySage |
| SEBI Registration number | INA200014247 |
| BSE Membership Certificate | BASL1263 |
| 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 | #7, Sree Devi Complex, Spacio workspace, Shreem Datatech Solutions Pvt Ltd, 3rd Floor, NAT Street, Basavanagudi, Bengaluru 560004 |