
About My Wealth Guide
My Wealth Guide helps Indian families make more informed money decisions across goals, retirement corpus, investments, risk profile and portfolio structure.
The platform brings together investor education, research-led tools, portfolio review, model stock portfolios and mutual fund implementation support for Indian residents and NRIs with India-linked money decisions.
The people behind My Wealth Guide:
Salonee Sanghvi, CFA
Founder · SEBI-registered Research Analyst
Hrishabh Sanghvi
Investment process & technology
Based in Mumbai. Working with families across India.
Meet Salonee Sanghvi
Salonee Sanghvi founded My Wealth Guide and is a SEBI-registered Research Analyst. She now works alongside her brother Hrishabh Sanghvi.
She is a CFA Charterholder with over 22 years of experience across financial services, equity research, investment analysis, portfolio research and investor education. Her experience includes analytical work at McKinsey India and investment research exposure at Rare Enterprises.
Coming from a fourth-generation financial-services family, Salonee grew up around conversations on markets, investing and financial decision-making. Over time, she also saw how difficult it can be for individuals and families to find clear, reliable and unbiased financial information.
That gap became the reason behind My Wealth Guide: to simplify money decisions, improve financial literacy and help people approach their financial lives with more clarity, discipline and confidence.
Meet Hrishabh Sanghvi
Hrishabh is an alumnus of IIM Lucknow and has spent his career at the intersection of markets, technology and business building.
While at IIM Lucknow, he ran a student investment fund through the 2008 financial crisis. He later helped build and led algorithmic trading at Edelweiss Securities, before moving into entrepreneurship.
He went on to build two startups, raise institutional venture capital and exit both businesses.
After returning his attention to investing, Hrishabh built a structured investment process initially for his own family's capital. At My Wealth Guide, he now leads the firm's investment process, technology, business strategy and growth.
What we believe
Life before investments
The portfolio exists to support a family's life, not to become the centre of it.
Clarity before action
Understand what you own and why before deciding whether something needs to change.
Process before products
Products are building blocks. Their value depends on the job they perform inside the whole portfolio.
Discipline through cycles
Markets change. A durable process matters most when emotions and headlines make discipline difficult.
The Story Behind My Wealth Guide
Salonee started My Wealth Guide because she saw a recurring problem: many people want to make better financial decisions, but they often receive information that is fragmented, product-led, overly technical or difficult to trust.
The aim of My Wealth Guide is to make financial decision-making more structured and understandable.
We do this through financial tools, educational content, research-backed frameworks and conversations that help people think through questions such as:
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Am I saving enough?
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Is my portfolio aligned with my goals?
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How much do I need for retirement?
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Am I taking the right amount of risk?
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What should I prioritise first?
The goal is not to make money feel complicated. The goal is to make the next step clearer.
Beyond Work
Outside work, Salonee enjoys reading, food, theatre and conversations that bring people together.
Hrishabh enjoys playing padel and poker, scuba diving, and mentoring startups at Atal Incubation Centers across India.
This curiosity shows up in the way My Wealth Guide approaches money: not as a narrow product decision, but as something connected to people’s goals, families, choices and quality of life.


