About MyMoneySage
MyMoneySage is a Technology company based in Bengaluru (India) founded in 2015. Financial planning and investment platform. MyMoneySage has raised $225.27 thousand across 4 funding rounds. Its Indian entity Shreem Corporate Services Private Limited reported revenue of ₹74.8 Lakh. MyMoneySage offers products and services including Financial Planning Service and Investment Platform. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include Dezerv, Wealthy and ASK Group; 3 of its 3 listed competitors have raised funding.
Company details
Founded in 2015 and based in Bengaluru, India, MyMoneySage functions as a platform in the financial planning and investment sector. Financial accounts, including family ones, are linked to calculate net worth. Savings and investments are monitored, with portfolio insights provided. Zero-commission investment options are offered, alongside advisory services for users.
- Headquarters Bengaluru, India
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website mymoneysage.in
- Social LinkedIn X Facebook
- Legal Name Shreem Corporate Services Private Limited
- Date of Incorporation 28 Aug, 2010
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹74.8 Lakh
FY 2025 · +96% YoY
- Net Profit₹9.3 Lakh
FY 2025 · 12% margin
- EBITDA₹12.7 Lakh
FY 2025 · 17% margin
- Total Equity Funding$225.27K (USD)
in 4 rounds
- Latest Funding Round$19.7 (USD), Series C
Apr 2022
Associated legal entities of MyMoneySage
MyMoneySage operates through Shreem Corporate Services Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Shreem Corporate Services Private Limited CIN U74900MH2010PTC207212 | Active | 28 Aug 2010 | Mumbai, Maharashtra | ₹0.7 Cr | 3 | View details |
Products & Services of MyMoneySage
MyMoneySage offers a comprehensive portfolio of products and services, including Financial Planning Service and Investment Platform.
Offers goal-based financial planning and risk evaluation for investors.
Platform for monitoring portfolios and rebalancing investments online.
Apps and channels of MyMoneySage
MyMoneySage publishes 2 mobile apps with over 100 downloads.
Funding Insights of MyMoneySage
MyMoneySage has successfully raised a total of $225.27K across 4 strategic funding rounds. The most recent funding activity was a Series C round of $19.7 completed in April 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $225,267
- Total Rounds 4
- Last Round Series C — $20
- First Round $7,633
(Mar 2017)
All 4 funding rounds of MyMoneySage with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2022 | $20 | Series C | – | – | – |
| Feb 2021 | $87,698 | Angel Round | – | – | – |
| May 2019 | $129,916 | Series A | – | – | – |
| Mar 2017 | $7,633 | Seed | – | – | – |
Board of directors of Shreem Corporate Services Private Limited (MyMoneySage)
Shreem Corporate Services Private Limited is the primary company behind MyMoneySage. The board of Shreem Corporate Services Private Limited currently have 3 directors; the longest-serving is Pallav Kumar Agarwal, appointed in 2010. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Pallav Kumar Agarwal DIN 01114951 | Director | 28 Aug 2010 | 16 yrs 2 mo | Shreem Corporate Services Private Limited |
| Surbhi Agarwal DIN 03136607 | Director | 28 Aug 2010 | 16 yrs 2 mo | Shreem Corporate Services Private Limited |
| Nareshkumar Garg DIN 07318479 | Director | 07 Jun 2018 | 8 yrs 5 mo | Shreem Corporate Services Private Limited |
Financials of MyMoneySage
Figures of Shreem Corporate Services Private Limited, the primary company behind MyMoneySage, for FY 2025. Revenue was ₹74.8 Lakh (+96% year on year). Net profit was ₹9.3 Lakh (12% margin). EBITDA was ₹12.7 Lakh (17% margin). Revenue has grown at a compounded annual rate of +23% over three years and +31% over five years.
- ₹74.8 LakhRevenue · FY 2025 · +96% YoY
- ₹9.3 LakhNet profit · 12% margin
- ₹12.7 LakhEBITDA · 17% margin
- ₹4 LakhPaid-up capital
- +23%Revenue CAGR, 3 years
- +31%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Shreem Corporate Services Private Limited are on its company page.
Detailed financial statements for MyMoneySage
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Timeline of MyMoneySage
3 dated milestones of MyMoneySage across 7 years, from founding to its latest funding, stage changes and deals.
- Founded MyMoneySage is founded.
- Funding First funding round of $8K.
- Funding Latest funding round, Series C, of $20.
Competitors of MyMoneySage
MyMoneySage has 3 listed competitors in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed competitors of MyMoneySage
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of MyMoneySage
The website of MyMoneySage (mymoneysage.in) receives about 9.6K visits a month.
- Monthly visits9.6K
▲ 276% vs previous month
Websites whose visitors overlap most with MyMoneySage. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| fintoo.in | 100% | 14.2K | #2,030,322 | View details | |
| dezerv.in | 95% | 464.9K | #95,248 | View details | |
| wrightresearch.in | 91% | 69.8K | #534,757 | View details | |
mfuindia.com | mfuindia.com | 85% | #592,933 | – | |
| vestedfinance.com | 85% | 645.9K | #82,642 | View details |
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as MyMoneySage (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 549.14 M | 3,823 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Frequently Asked Questions about MyMoneySage
MyMoneySage was founded in 2015 and raised its 1st funding round 2 years after it was founded.
MyMoneySage is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
MyMoneySage is a funded company, having raised a total of $225.27K across 4 funding rounds to date. The company's 1st funding round was a Seed of $7.63K, raised on Mar 2017.
The primary company behind MyMoneySage, Shreem Corporate Services Private Limited, reported revenue of ₹74.8 Lakh for FY 2025, up 96% year on year.
Founded in 2015 and based in Bengaluru, India, MyMoneySage functions as a platform in the financial planning and investment sector. Financial accounts, including family ones, are linked to calculate net worth. Savings and investments are monitored, with portfolio insights provided. Zero-commission investment options are offered, alongside advisory services for users.
MyMoneySage offers Financial Planning Service and Investment Platform.
MyMoneySage operates through Shreem Corporate Services Private Limited.
The legal entities of MyMoneySage currently have 3 directors, including Pallav Kumar Agarwal, Surbhi Agarwal, Nareshkumar Garg.
Yes. MyMoneySage publishes myMoneySage and 1 more app, with over 100 downloads.