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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.

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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:

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Salonee Sanghvi, CFA
Founder · SEBI-registered Research Analyst

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Hrishabh Sanghvi
Investment process & technology

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Based in Mumbai. Working with families across India.

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Meet Salonee ↓ Meet Hrishabh ↓

Meet Salonee Sanghvi

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Salonee Sanghvi founded My Wealth Guide and is a SEBI-registered Research Analyst. She now works alongside her brother Hrishabh Sanghvi.

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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.

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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.

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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.

Salonee Sanghvi, CFA Charterholder and Founder of My Wealth Guide

Founder: Salonee Sanghvi

SEBI Registered Research Analyst:

INH000008677

Meet Hrishabh Sanghvi

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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.

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Co-Founder: Hrishabh Sanghvi

What we believe

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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.

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Process before products

Products are building blocks. Their value depends on the job they perform inside the whole portfolio.

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Discipline through cycles

Markets change. A durable process matters most when emotions and headlines make discipline difficult.

The Story Behind My Wealth Guide

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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.

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The aim of My Wealth Guide is to make financial decision-making more structured and understandable.

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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?

  • Is my portfolio aligned with my goals?

  • How much do I need for retirement?

  • Am I taking the right amount of risk?

  • What should I prioritise first?

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The goal is not to make money feel complicated. The goal is to make the next step clearer.

Beyond Work

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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.

Want to understand where to begin?

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Whether you are reviewing your current portfolio, estimating retirement corpus, assessing your risk profile, organizing your net worth or using one of our investor-education tools, My Wealth Guide can help you identify a practical next step.

Corporate Address:
405 Readymoney Terraces,

Dr A B Road, Worli Naka, Mumbai -18

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+91 7304278745

info@mywealthguide.com

SEBI Registration Details - Reg No: INH000008677 |

Registered Analyst |

Name: Salonee Sanghvi (Proprietor: My Wealth Guide) | Validity: Aug 30, 2021 - Aug 29, 2027

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Principal Officer - Salonee Sanghvi

+91 7304278745 | info@mywealthguide.com

Status of Complaints
Beginning of the month: Nil
Received this month: Nil
Resolved during the month: Nil
Pending at the end of the month: Nil
Reason for pendency: N.A.

SCORES: scores.sebi.gov.in

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ODR PORTAL: https://smartodr.in

Securities & Exchange Board of India

G Block, Near Bank of India, Plot No. C 4-A,

G Block Rd, Bandra Kurla Complex, Bandra East,

Mumbai, Maharashtra 400051

This website is for educational purposes only and should not be construed as financial advice. Please contact a financial advisor .

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Registration granted by SEBI and certification from NISM do not guarantee performance of the intermediary or provide any assurance of returns to investors.

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Investments in securities markets are subject to market risks. Read all related documents carefully before investing.

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