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Contact My Wealth Guide

 

Have a question about your portfolio or one of our tools?

You can use this page to ask about a calculator result, portfolio review, risk profile, mutual fund investments, model stock portfolios, PMS/AIF portfolio alignment, or your financial wellbeing.

We will review your enquiry and respond only if we believe there is a relevant next step.

Best suited for: Indian residents and NRIs with India-linked who want a structured, long-term approach to goals, retirement, portfolio review, risk and financial wellbeing.

What You Can Write To Us About

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Portfolio Review​

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Ask whether your current mutual fund, PMS, AIF or broader investment portfolio can be reviewed for risk profile, time horizon and goal alignment.

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Website Tools​

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Ask about a result from one of our calculators or assessments, such as retirement corpus, goal SIP, net worth, gratuity, financial wellbeing or risk profile.

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Mutual Funds

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Ask about mutual fund portfolio structure and implementation through AMFI-registered Mutual Fund Distributors.

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Model Stock Portfolios

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Ask about model stock portfolios and research-led equity ideas offered under the SEBI Research Analyst framework.

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NRI / India-Linked Money Questions​

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NRIs can contact us for India-linked money questions, Indian mutual fund portfolios, India-based family finances and retirement corpus assumptions.

Send Us Your Enquiry

Please share a few details so we can understand what you are looking for.

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What Happens After You Submit

We review your enquiry​

 

Our team reads your form details and checks whether your question is relevant to My Wealth Guide’s tools, research framework, portfolio review or mutual fund implementation support.

We respond with the next step

If there is a relevant fit, we may contact you by email or phone. In some cases, we may suggest using one of our free tools first.

You decide whether to continue

 

The Introductory Call is meant to understand your question and explain the possible next step. There is no obligation to continue.

Join our WhatsApp learning community

Receive occasional investor-education updates, new-tool announcements and event invitations.

We keep it light. No spam.

Frequently Asked Questions

Can I ask a question about one of your calculators?

Yes. If you used one of our tools and want to understand the result better, you can share your question through the form. Calculator outputs are educational illustrations and depend on the assumptions and inputs used.

Can My Wealth Guide review my portfolio?

Yes. My Wealth Guide can review whether a mutual fund, PMS, AIF or broader investment portfolio is aligned with your stated goals, time horizon and risk profile. This does not guarantee returns or mean every investment action will be suitable for every investor.

Can I contact you for retirement-related questions?

Yes. You can contact us if you want to understand retirement corpus estimates, retirement cash-flow assumptions, risk profile, or how your current investments relate to retirement needs.

Do you work with people outside Mumbai?

Yes. My Wealth Guide is headquartered in Mumbai, but introductory conversations and tool-led workflows can be handled remotely across India.

Can NRIs contact My Wealth Guide?

Yes. NRIs can contact us for India-linked money questions, Indian mutual fund portfolios, India-based family finances and retirement corpus assumptions. We do not provide foreign tax, legal or cross-border regulatory services.

Is the Introductory Call free?

Yes. The Introductory Call is free. It is meant to understand your question, explain whether My Wealth Guide may be relevant, and suggest a practical next step. It is not a promise of returns.

Does My Wealth Guide provide guaranteed returns?

No. My Wealth Guide does not provide guaranteed returns or promise investment performance. Investments are subject to market risks, and projections may change as assumptions, markets and investor inputs change.

Corporate Address:
405 Readymoney Terraces,

Dr A B Road, Worli Naka, Mumbai -18

+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, 2026

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

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 .

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

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

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