Mymoneysage.in simplifies money management for individuals at the same time amplifies business growth for financial advisors in India.

For Investor/client
Aggegation of all personal finance accounts
+
Budgeting, cash flows
+
Robo advise
+
Paper less investing
+
option to choose an Advisor

For Investment advisor
Comprehensive tool for viewing & tracking all assets and liabilities of his client
+
online investing execution for his clients
+
CRM
+
Market place


At mymoneysage.in we believe that only a Robo advisor or a human advisor on a stand alone basis cannot solve the personal finance problems, we believe that however powerful a robo is, we need a human to sell that robo...
Therefore a combination of robo and a human advisor is the solution to all personal finance woes. Mymoneysage is an hybrid model where a robo and human work in sync to protect your money from yourself and create wealth for you...
In the client version we have : intelligent money management tools that helps u a...
Mymoneysage.in simplifies money management for individuals at the same time amplifies business growth for financial advisors in India.

For Investor/client
Aggegation of all personal finance accounts
+
Budgeting, cash flows
+
Robo advise
+
Paper less investing
+
option to choose an Advisor

For Investment advisor
Comprehensive tool for viewing & tracking all assets and liabilities of his client
+
online investing execution for his clients
+
CRM
+
Market place


At mymoneysage.in we believe that only a Robo advisor or a human advisor on a stand alone basis cannot solve the personal finance problems, we believe that however powerful a robo is, we need a human to sell that robo...
Therefore a combination of robo and a human advisor is the solution to all personal finance woes. Mymoneysage is an hybrid model where a robo and human work in sync to protect your money from yourself and create wealth for you...
In the client version we have : intelligent money management tools that helps u aggregate all your personal finance accounts at one place, we have auto, statement or manual upload option for all the asset classes across all institutions...
on completion of account addition and Mprofile, you can initiate Mguard that gives unbiased & actionable advice along with a comprehensive financial plan. all it takes is 5 minutes for the above process...
post which u can invest in direct plans, in a paperless manner. and in case you need hand holding of an experienced advisor, through out your investment life cycle u have an option of choosing a experienced mymoneysage empaneled advisor residing nearby your place
Mguard also triggers periodic reviews and re balancing until u accomplish your financial life goals, an advisor can also add his views to the Mguard...
Present Status:
Right now aggregation & portfolio is ready, Mguard is under development

Advisor version
which is a CRM specific to financial services and generic to all financial advisors like RIAs, MF distributors, Insurance Agents, Loan Agents, CAs, with which they can manage their clients efficiently, get listed in market place n also get 360 view of clients Portfolio.
We are both B2C & B2B and hence a marketplace, u can probably refer us as the redbus/practo of financial services
More information