Integrity
Advice that puts your interest first, every time.
My Wealth Key is a financial management and advisory practice in Sector 86, Gurugram. We help clients make informed decisions across budgeting, health insurance and portfolio management.
01Our mission
To make sound financial planning simple, personal and within reach — so every client knows where their money goes, how their family is protected, and how their savings grow.
A budget and a set of goals, written down.
Cover first, then a SIP basket that fits your timeline.
Reviews that keep the plan on track as life changes.
02Core values
Advice that puts your interest first, every time.
Plain language, no jargon, and no surprises later.
Steady, goal-based investing over market noise.
We review your plan with you as life changes.
03Our portfolio
Three practices that work together: protect what you have, manage what you earn, grow what you save.
The right cover for you, your spouse and your parents — compared side by side, with help at claim time.
A monthly plan that gives every rupee a job — needs, wants, savings and goals, in balance.
Mutual fund portfolios built around your goals and risk, reviewed and rebalanced over time.
04Our team
Senior Financial Advisor
With 25 years of hands-on experience across banking, insurance and mutual funds, Manoj brings deep expertise in building long-term wealth strategies — from choosing the right health cover and life insurance to constructing goal-based SIP portfolios that compound steadily over time.
Investment & Insurance Specialist
Backed by 20 years in insurance and shares trading, Yash combines market insight with disciplined risk management. He helps clients navigate equity markets, secure comprehensive insurance coverage and stay invested through every market cycle.
05Start here
Visit us at Sector 86, Gurugram, or see what a steady monthly SIP could grow into first.