myMoneySage Elite

For the Elite and discerning

This Comprehensive financial planning and investment offering is best suited for Corporate Executives,Business Owners &HNIs

Fees every 6 months: 0.3% of AUA for all financial products & 0.75% for direct equity strategy.

The minimum applicable fee starts from 18,000 + GST

Our Plan :

Min Fee for Six Months
Pricing Starts at 0.6% of Assets under advice
Financial Tools
Money Manager
Financial Planning Tools
Expense Tracker
Personal Finance Alerts
Knowledge & Training
Knowledge Sessions
Personal Finance WorkShop
Financial Advice
Financial Advisory Guidance
Dedicated Investment Advisor
Periodical Review
Financial Decision Support
Exclusive Wealth Startegies
Tax Planning
Financial Advice and Support for family members
Investment Portfolio
Personalised portfolio & monitoring
Advise across all financial products like MFs ETFs Bonds, REITS, Direct Equity, International Funds, Structured products etc.
Quarterly portfolio review
Support by Dedicated Advisor
Access to Research team
Dedicated Operational Support
Elite Priority
Min Fee for Six Months ₹ 18,000 + GST Flat fee/ Custom Pricing
Pricing Starts at 0.6% of Assets under advice Custom Flat Fee
Financial Tools
Money Manager
Financial Planning Tools
Expense Tracker
Personal Finance Alerts
Knowledge & Training
Knowledge Sessions
Personal Finance WorkShop
Financial Advice
Financial Advisory Guidance
Dedicated Investment Advisor
Unlimited interactions with Advisory team/Dedicated Advisor & Research team
Periodical Review
Financial Decision Support
Exclusive Wealth Startegies
Tax Planning
Financial Advice and Support for family members
Investment Portfolio
Personalised portfolio & monitoring
Advise across all financial products like MFs ETFs Bonds, REITS, Direct Equity, International Funds, Structured products etc.
Quarterly portfolio review
Support by Dedicated Advisor
Access to Research team
Dedicated Operational Support

Start Your Investing Today

"A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true." - Greg Reid

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