About MyWealthGuide
MyWealthGuide is a Financial Services company based in Mumbai (India). It provides financial tools, consulting, and workshops for personal and corporate investment planning. It operates on a B2C and B2B model. Its Indian entity Mss Securities Private Limited reported revenue of ₹4.76 Cr. MyWealthGuide offers products and services including Networth Calculator, Retirement Calculator, Goal Planning Calculator, and Risk Profile Assessment. Its focus areas include FinTech, Wealth Management, Personal Finance and Goal-Based Planning. Its competitors include Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh and 1 more; 5 of its 6 listed competitors have raised funding.
Company details
My Wealth Guide is a financial advisory service that assists individuals and corporates with portfolio reviews, goal-based planning, and risk assessments. It offers online tools like net worth calculators and retirement planners to help users manage investments. Based in Mumbai, India, it provides unbiased advice and monitoring services, focusing on education and personalized strategies while emphasizing transparency and risk management for clients seeking financial growth.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website mywealthguide.com
- Social Facebook Instagram
- Legal Name Mss Securities Private Limited
- Date of Incorporation 17 Nov, 1997
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹4.76 Cr
FY 2025 · +50% YoY
- Net Profit₹2.58 Cr
FY 2025 · 54% margin
- EBITDA₹2.93 Cr
FY 2025 · 62% margin
Associated legal entities of MyWealthGuide
MyWealthGuide operates through Mss Securities Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Mss Securities Private Limited CIN U67120MH1997PTC111912 | Active | 17 Nov 1997 | Mumbai, Maharashtra | ₹4.8 Cr | – | 2 | View details |
Products & Services of MyWealthGuide
MyWealthGuide offers a comprehensive portfolio of products and services, including Networth Calculator, Retirement Calculator, Goal Planning Calculator, and Risk Profile Assessment.
Tool for assessing and measuring personal financial net worth.
Calculator to estimate retirement savings and future needs.
Tool for setting and tracking financial goals and investments.
Service to evaluate and manage individual investment risk profiles.
Board of directors of Mss Securities Private Limited (MyWealthGuide)
Mss Securities Private Limited is the primary company behind MyWealthGuide. The board of Mss Securities Private Limited currently have 2 directors; the longest-serving is Ajit Rasiklal Sanghvi, appointed in 1997.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Ajit Rasiklal Sanghvi DIN 00340809 | Director | 17 Nov 1997 | 28 yrs 11 mo | Mss Securities Private Limited |
| Malini Ajit Sanghvi DIN 02381450 | Director | 17 Nov 1997 | 28 yrs 11 mo | Mss Securities Private Limited |
Financials of MyWealthGuide
Figures of Mss Securities Private Limited, the primary company behind MyWealthGuide, for FY 2025. Revenue was ₹4.76 Cr (+50% year on year). Net profit was ₹2.58 Cr (54% margin). EBITDA was ₹2.93 Cr (62% margin). Revenue has grown at a compounded annual rate of +38% over three years and +28% over five years.
- ₹4.76 CrRevenue · FY 2025 · +50% YoY
- ₹2.58 CrNet profit · 54% margin
- ₹2.93 CrEBITDA · 62% margin
- ₹2.00 CrPaid-up capital
- +38%Revenue CAGR, 3 years
- +28%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Mss Securities Private Limited are on its company page.
Detailed financial statements for MyWealthGuide
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Competitors of MyWealthGuide
MyWealthGuide has 6 listed competitors in our database, 5 of them funded. They include Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform | |
| neo-wealth.com | 2021 | Mumbai, India | $12.66M | 388 | Wealth management, family office services, and investment opportunities are provided. | |
| nivesh.com | 2016 | Noida, India | $5.24M | 41 | Wealth management and financial products are provided online for individuals. | |
| etmoney.com | 2014 | Gurugram, India | – | 128 | App-based mutual fund investment platform |
Detailed competitors of MyWealthGuide
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
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Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as MyWealthGuide (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 523 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | 186 | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about MyWealthGuide
MyWealthGuide is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind MyWealthGuide, Mss Securities Private Limited, reported revenue of ₹4.76 Cr for FY 2025, up 50% year on year.
My Wealth Guide is a financial advisory service that assists individuals and corporates with portfolio reviews, goal-based planning, and risk assessments. It offers online tools like net worth calculators and retirement planners to help users manage investments. Based in Mumbai, India, it provides unbiased advice and monitoring services, focusing on education and personalized strategies while emphasizing transparency and risk management for clients seeking financial growth.
MyWealthGuide offers Networth Calculator, Retirement Calculator, Goal Planning Calculator, and Risk Profile Assessment.
MyWealthGuide operates through Mss Securities Private Limited.
The legal entities of MyWealthGuide currently have 2 directors, including Ajit Rasiklal Sanghvi, Malini Ajit Sanghvi.