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InvestorCharter and Grievance Redressal
Investor Charter
Investor Complaints
Grievance Redressal
Annual Audit
Investor Charter
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
- 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.
- myMoneySage shall share the copy of the agreement and also complete the KYC formalities for the client.
- 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 : | #7, Sree Devi Complex, Spacio workspace, Shreem Datatech Solutions Pvt Ltd, 3rd Floor, NAT Street, Basavanagudi, Bengaluru 560004 |
Investors Do’s and Don’ts: Click To Download
Investor Complaints
Complaint Data to be displayed by IAs
^ 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 by IAs
* 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
* Inclusive of complaints of previous years resolved in the current year.
# Inclusive of complaints pending as on the last day of the year.
Grievance Redressal
Details of grievance redressal Mechanism
In case of any grievances or disputes the client has the following redressal mechanism as prescribed by SEBI:–
Step 1 – The client should first take up his/her/its grievance with the Shreem Datatech Solutions Private Limited by lodging a complaint directly with the compliance officer of Shreem Datatech Solutions Private Limited. Compliance officer Mr. Praveen Parthasarathy, who can be reached on pp@mymoneysage.in. The grievances have to be redressed not later than 21 calendar days from the date of receipt of the grievance by the Compliance officer.
Step 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 here
Step 3 – After exhausting these options for resolution of the grievance, if the client is still not satisfied with the outcome, he/she/it can then initiate dispute resolution through the ODR Portal by Clicking here
Step 4 – 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
Annual Audit