About Us

We help you hold the key to your wealth.

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

Clarity first. Then growth.

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.

  1. 01

    Plan

    A budget and a set of goals, written down.

  2. 02

    Invest

    Cover first, then a SIP basket that fits your timeline.

  3. 03

    Grow

    Reviews that keep the plan on track as life changes.

02Core values

What we stand on.

01

Integrity

Advice that puts your interest first, every time.

02

Clarity

Plain language, no jargon, and no surprises later.

03

Discipline

Steady, goal-based investing over market noise.

04

Partnership

We review your plan with you as life changes.

03Our portfolio

Where we help most.

Three practices that work together: protect what you have, manage what you earn, grow what you save.

Health Insurance

The right cover for you, your spouse and your parents — compared side by side, with help at claim time.

Budgeting

A monthly plan that gives every rupee a job — needs, wants, savings and goals, in balance.

Portfolio Management

Mutual fund portfolios built around your goals and risk, reviewed and rebalanced over time.

04Our team

The people behind your plan.

MG

Manoj Gupta

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.

YS

Yash Sehgal

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

Let's write your plan together.

Visit us at Sector 86, Gurugram, or see what a steady monthly SIP could grow into first.