Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Salonee Sanghvi Research Desk

Managed by

Salonee Sanghvi, CFA

SEBI Registered

INH000008677

Experience

17+ years

Investment Strategy

Quantitative

Growth +1

Founder of My Wealth Guide and a SEBI registered Research Analyst.

Featured as Leading Top 100 Women in Finance in India. She believes in a bottoms up approach and follows Evidence-based Investing using Quantitative factors to eliminate human biases. Her forte is in equity research and she has over 17 years of experience in equity research across multiple economic and market cycles.

Starting her career with McKinsey India gave her exposure to complex analytical frameworks and cutting edge tools. Thereafter during her 8-year stint at Rare Enterprises (which manages the $2bn proprietary portfolio of Mr. Rakesh Jhunjhunwala), she was involved in in-depth value creation studies for several portfolio companies. The entrepreneur bug bit and she co-founded HL Investrade which developed quantitative investment strategies for asset management using artificial intelligence algorithms. Her passion for making wealth creation more accessible led to founding My Wealth Guide.

A management graduate from Sydenham College, she is amongst the first few women CFA charter holder in India.

Our Mission

Investor Charter

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Our Mission

Investor Charter

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3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective

02

Subscribe

Subscribe to the portfolio to get access to the constituents and future updates.

03

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Easily track & manage your portfolio

Instant portfolio notifications

1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

MWG offers multiple Quant-based portfolios that invest in the Top 700 stocks listed on NSE. The portfolio can hold upto 40 stocks as well as other asset classes.

What is their investment philosophy?

We strongly believe in Evidence-based Investing. Our quantitative approach eliminates human biases and allows us to analyze a larger range of opportunities. Risk management is a core tenet and we believe in cutting the losers and letting the winners run. Exit is as important as entry.

What is a smallcase?

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Mywealthguide. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

Mywealthguide decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Mywealthguide’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.

More questions? Check out help section