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.
Founder: Salonee Sanghvi
SEBI Registered Research Analyst:
INH000008677
Meet Salonee Sanghvi
Salonee Sanghvi is the Founder of My Wealth Guide and a SEBI Registered Research Analyst.
She is a CFA Charterholder with over 19 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.
Education & Credentials
Salonee’s background combines professional training, regulatory registration and practical experience in financial markets.
CFA Charterholder
Awarded by CFA Institute, the CFA charter reflects training in investment analysis, portfolio management, ethics and professional standards.
SEBI Registered Research Analyst
Registration Number: INH000008677
NISM Research Analyst Certification
Certification relevant to research analysis and securities-market conduct in India.
NISM Investment Adviser Certification
Professional certification in investment-advisory concepts. This should not be read as SEBI Investment Adviser registration.
Registration granted by SEBI and certification from NISM do not guarantee performance or assure returns.
Professional Experience
Before founding My Wealth Guide, Salonee built experience across research, analysis and financial education.
Her work has included:
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Equity research and investment analysis
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Portfolio research and evidence-based investing
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Analytical experience at McKinsey India
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Investment research exposure at Rare Enterprises
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Financial education and investor-awareness initiatives
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Building practical tools and frameworks for personal financial decision-making
At My Wealth Guide, this experience is applied to help individuals and families think more clearly about goals, retirement, investments, risk and long-term financial behaviour.
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.
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.