Kishor Kumar Balpalli

myMoneySage

Wealth Advisory Firm

Service Location

Bengaluru

Professional Licenses

SEBI RIA

#INA200014247

AUM Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a floating AUM-based fee, ensuring their incentive is to grow your wealth over the long term, as their compensation is directly tied to your portfolio's performance.

Contact Information

Address

#7, Sree Devi Complex, Spacio workspace, Shreem Datatech Solutions Pvt Ltd, 3rd Floor, NAT Street, Basavanagudi, Bengaluru - 560004, Karnataka.

Website

https://www.mymoneysage.in/

Client Focus & Services

Best suited for

High-net-worth individuals, families, and institutions requiring sophisticated wealth management services. Clients with investable assets typically exceeding ₹1 crore who need multi-disciplinary teams handling complex financial needs.

Problems solved

Complex wealth management, multi-generational planning, tax-efficient portfolio construction, alternative investment strategies, risk parity management, concentrated position diversification, family office services, sophisticated estate planning, international wealth management, philanthropic advisory.

What this advisor does NOT do

This advisor does not offer fixed-fee financial planning for clients without investment assets under management. They do not provide one-time consultations or project-based advisory services. They do not offer guaranteed returns or principal protection. They do not manage assets below their minimum investment threshold.

About Kishor Kumar Balpalli

Kishor Kumar Balpalli is the Founder and Chief Executive Officer of myMoneySage, guided by a deep belief that financial literacy and disciplined decision-making are the true foundations of financial freedom. A committed optimist and a practitioner of Tai Chi, he brings balance, clarity, and long-term thinking into both life and finance. myMoneySage was founded by experienced personal finance professionals, distinguishing it from many technology-led platforms by grounding innovation in real advisory expertise and a strong understanding of investor behavior.

Under his leadership, myMoneySage operates as a fiduciary-first platform, legally and ethically bound to act solely in the best interests of its clients. The firm holds itself to standards that go beyond regulatory requirements, emphasizing integrity, accountability, and high financial probity. A defining feature of the platform is its belief in combining technology with a strong human connection—ensuring clients have direct access to advisors, structured review processes, and meaningful conversations alongside digital tools.

myMoneySage Elite is the firm’s comprehensive financial planning and investment offering designed for corporate executives, business owners, and high-net-worth individuals. The service provides personalized portfolios, ongoing monitoring, periodic reviews, tax planning, and multi-family office support across a wide range of financial products. With dedicated advisory access, research-backed strategies, and disciplined processes, myMoneySage focuses on delivering thoughtful, client-centric wealth solutions that support long-term financial independence.

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