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ABOUT

Overview

As a traditional actively managed portfolio management and Registered Investment Advisor (RIA) Firm, MyTimeEquity takes pride in being your dedicated partner on this financial adventure. Our seasoned portfolio managers leverage their expertise to construct and manage portfolios tailored to your unique needs.

 

Whether you are aiming for capital growth, income generation, or a balanced approach, we have the strategies to help you achieve your financial objectives.

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We deliver end-to-end advisory across all critical dimensions of wealth, investment, and legacy—anchored in institutional rigor, performance accountability, and full transparency. Our service model adapts to the unique needs of each client segment, spanning emerging investors to ultra-high-net-worth families.

​Our Founder

Sudhir Pai

Sudhir Pai is Managing Principal of MyTimeEquity, an investment advisory firm in Dallas, TX. A serial entrepreneur and seasoned finance expert, he brings over 30 years of experience in tax, accounting, wealth management, and real estate. He is a CPA, FCA, EA, CGMA, CBDA, FINRA/SEC licensed, and a Forbes Finance Council member.

 

Previously, he was CFO-North America, Infosys Technologies Ltd., and Co-founder, CEO, MyTaxFiler and myStartUpCFO. He was also the Chief Executive Officer of Legacy Wealth Planner

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Algorithm-Driven, Client-Focused

We are a Registered Investment Advisor (RIA)

We are a state registered investment advisor that provide algorithmic portfolios tailored to your risk profile.

Whose portfolio recommendations are powered by AI Algorithms

The portfolio components are powered by curated AI based algorithms. These algorithms include ones which we have developed and those acquired from other developers

​And are customized to individual risk profiles

The portfolio of algorithms selected are based on your risk profile and are personalized to individual investors.

Vision

​At MyTimeEquity, our vision is to empower individuals and businesses to transform their financial futures by seamlessly integrating personalized wealth management with purposeful time investment. We strive to be the trusted partner that not only grows and protects your assets but also helps you design a life where every moment counts. By blending innovative financial strategies with a deep understanding of your unique goals and values, we envision a world where financial freedom unlocks the full potential of your time—creating lasting impact, fulfillment, and peace of mind for generations to come.

Mission

MyTimeEquity’s mission is to provide personalized, innovative financial and wealth management solutions that align your financial goals with how you want to live your life. We are committed to delivering expert guidance, transparent advice, and tailored strategies—ranging from retirement and tax planning to investment structuring and M&A support—that help our clients build lasting wealth, protect their capital, and maximize the value of their most precious asset: time. Through trust, integrity, and collaboration, we empower individuals and businesses to achieve financial confidence and meaningful, purpose-driven success.

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We are an independent state registered financial services firm helping individuals and businesses create investment strategies using various investment products to custom suit their needs and objectives. All investments in securities carries the risk of the loss of investment capital; investors must understand that and be able to sustain the loss of an investment. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any securities product. The information and opinions contained in any of the material requested from this website are provided by third parties. They have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Investing in equities, such as stocks, options, mutual funds and exchange traded funds and fixed income involves risk. Your losses can be substantial. Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of Characteristics and Risks of Standardized Options. 
© MyTimeEquity LLC is a Registered Investment Advisor in the State of Texas, Florida and California. All rights reserved.
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