Mymoneysage
At myMoneySage, we specialize in bespoke financial planning, goal-based investing, and holistic wealth management designed exclusively for CXOs, HNIs, Ultra-HNIs, and NRIs. We are a SEBI-registered Adviser, we follow fee-only model, ensuring our advice remains unbiased, transparent, and conflict-free. We go beyond conventional investing with curated strategies and differentiated asset classes, including alternative investments, to help you grow and preserve wealth with clarity and confidence.At myMoneySage, we specialize in bespoke financial planning, goal-based investing, and holistic wealth management designed exclusively for CXOs, HNIs, Ultra-HNIs, and NRIs. We are a SEBI-registered Adviser, we follow fee-only model, ensuring our advice remains unbiased, transparent, and conflict-free. We go beyond conventional investing with curated strategies and differentiated asset classes, including alternative investments, to help you grow and preserve wealth with clarity and confidence.
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Verified contacts
9
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
6
tools in use
Monthly traffic
412
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- AA
Aarti Agarwal
Certified Financial Planner · Finance & Accounting
EmailPhone - GR
Gunsheela Rawal
Customer Operations Support Executive · Other
EmailPhone - VS
Vinnay Sreerama
Mentor · Education
EmailPhone - YM
Yash Maru
Assistant Financial Planner · Finance & Accounting
EmailPhone - TM
Tanmayi Mahant
Chief Manager - Investment Advisory & Financial Planning · Other
EmailPhone - YK
Yuktha Katta
Customer Support and Operations Executive · Other
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Mymoneysage
9 distinct titles indexed · top 9 shown.
- 1assistant financial planner
- 1certified financial planner
- 1chief manager - investment advisory & financial planning
- 1customer operations support executive
- 1customer support and operations executive
- 1equity analyst and para-planner
- 1financial planner and investment advisor at mymoneysage
- 1founder
- 1mentor
Sign up to unlock all 9 contacts at Mymoneysage
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Sign up to reveal 9 verified contacts at Mymoneysage
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