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My Wealth Guide - SME Business of the Year Award Winner 2025

  • Writer: Great Companies
    Great Companies
  • Sep 12
  • 2 min read
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Name: Salonee Sanghvi

Business Name: My Wealth Guide

Location: Mumbai , India

Award Category / Industry: 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 

Sub - Category: Wealth Management Excellence


Company Detail

My Wealth Guide is a SEBI-registered firm dedicated to simplifying money for professionals, families, and business owners. The company provides comprehensive financial planning and investment strategies across equities, mutual funds, bonds, and gold.


Its proprietary RSQ framework (Risk, Stability, Quality) ensures portfolios are research-backed and actively monitored. Beyond investments, My Wealth Guide supports clients with retirement planning, insurance reviews, wills, and personal record management—positioning itself as a one-stop solution for long-term financial clarity and confidence.


Unique Selling Proposition / Competitive Advantage

  • Combination of high-touch service and data-driven strategies

  • Holistic approach to wealth management covering cashflow, investments, retirement planning, insurance, wills, and financial record-keeping

  • Clients do not need multiple advisors

  • Operates in a phygital model, combining personalized human guidance with digital tools for convenience and transparency

  • Quantitative, research-backed strategies remove subjectivity and ensure disciplined investment decisions

  • With a client-first, end-to-end approach, My Wealth Guide earns the trust to manage 100% of clients’ wallet share, becoming their single, long-term financial partner


Achievements and Milestones

  • Client Retention: 95% of clients continue year after year, reflecting trust and satisfaction

  • Tools for Financial Literacy: Developed free tools like the Personal Record Book (over 1 million downloads) and calculators for goal planning and expenses

  • Recognitions:

    • Featured by CNBCTV18, NDTV Profit, Mint, Moneycontrol, ET Now, Forbes, and the Wall Street Journal

    • Recognized among India’s Top 100 Women in Finance

    • Most Influential Thought Leader in Personal Finance

    • Women’s Financial Empowerment Excellence Award

    • HerCircle Bizruptor (By Nita Ambani)

    • Top 50 Finance Influencers


Customer Objectives

  • Reliable products/services

  • Best Service

  • Understands client needs


Contribution to Community / Society

At My Wealth Guide, wealth creation goes hand in hand with value creation for society. Contributions span multiple dimensions:

Community & Society

  • Free tools and calculators such as the Personal Record Book (downloaded over a million times)

  • Goal and retirement planners

  • Financial literacy resources simplifying money for families without structured guidance

Knowledge Sharing

  • Conducts workshops, webinars, and mentoring sessions on financial planning and investing

  • Active volunteer with CFA Society India contributing to initiatives that increase women’s participation in finance and empower the next generation of professionals

Employees

  • Fosters a culture of transparency, fairness, and learning

  • Employees encouraged to upskill in both technical and client-service capabilities

  • Ensures employees grow as the company grows

 
 
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