Company Description

myMoneySage is a SEBI-registered, fee-only advisory firm specializing in bespoke financial planning, goal-based investing, and holistic wealth management for CXOs, HNIs, Ultra-HNIs, and NRIs. The organization focuses on providing unbiased, transparent, and conflict-free advice tailored to complex financial needs. myMoneySage designs curated investment strategies that go beyond conventional products, including differentiated asset classes and alternative investments. The firm aims to help clients grow, protect, and manage their wealth with clarity, confidence, and long-term discipline. Team members collaborate in a client-centric environment that values integrity, expertise, and innovation in financial advisory services.

Role Description

We’ve been hiring for a while.

Got plenty of resumes.

Very few real advisors.

Here’s what we’ve learned:

A lot of people can:

✔️ Sell financial products

✔️ Build Excel sheets

✔️ Talk confidently about markets

Very few can:

❌ Tell a ₹10 Cr client they’re wrong

❌ Say “do nothing” when there’s nothing worth doing





❌ Think beyond products into entire financial lives

Because the industry has trained people to sell products…

Not solve for life.

The truth?

Serious investors don’t need another Investment Adviser.

They need a Financial Planner who can also advise on investments.

Someone who can:

• Connect tax, investments, estate, and behaviour

• Think in post-tax, post-inflation reality

• Handle complexity without hiding behind jargon

Because “Where should I invest?”

is usually code for

“Will I be okay?”

By the way, we’re still hiring.

Not for a relationship manager.

Not for a product pusher.

For a fiduciary.

No targets.

No commissions.

No “product of the month” pressure.

Qualifications
- Candidates should possess robust skills in Financial Planning and Personal Financial Planning, including cash flow management, risk assessment, and goal-based planning.
- Candidates should possess Certifi

📌 Financial planner cum Investment Advisor (Bengaluru)
🏢 myMoneySage
📍 Bengaluru