My Story

With an energetic and positive attitude, Hina empowers clients with financial knowledge to help achieve new levels of success.  Hina is committed to building long term client relationships through comprehensive financial planning which include trust services, estate planning, wealth transfer strategies and tax efficient investing.  

Hina has a B.SC in Economics and Statistics from St. Xavier’s College in Kolkata, India, and earned her MBA with a concentration in Finance at Florida Gulf Coast University, USA

She also has the Series 6, 7, 63, and Florida Life, Health and Variable Contracts licenses. 

After several years at Fifth Third Securities as an Financial Advisor, Hina Joined  Morgan Stanley in Naples, Florida, in August, 2015.   Prior to beginning her financial career in 2008, she successfully managed and operated several businesses in Naples. Her expertise in business development and planning has proven to be a great asset in her financial career. She applies her extensive knowledge from being an entrepreneur and a business owner for 15 years to provide a more comprehensive and in depth planning for both individuals and businesses. 

Hina was born and raised in India and carries a great pride in her culture. 

She is actively involved with the Indian Community and serves as a Board of Trustee on the India Association of Fort Myers. 

She believes in giving back to the community and has volunteered for several non-profits. 

She is serving on the committee for the “Power of the Purse” which benefits the Womans Foundation of Collier County.

She is also serving as a Treasurer on the Board of   Naples Woman’s Club. 

Hina has resided in Naples, FL for 26 years where she has raised 2 beautiful children. She spends much of her free time working out, practicing yoga, and spending quality time with friends and family.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Alternative Investments2
  • Defined Contribution Plans3
  • Financial Planning4
  • Municipal Bonds5
  • Corporate Retirement Plans6
  • Estate Planning Strategies7
  • Life Insurance8
  • Retirement Planning9
Securities Agent: TX, FL, WV, VA, SC, RI, PA, OH, NY, NJ, NC, MO, MN, MI, IL, GA, DE, CT, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 434214
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Holistic Financial Planning at Morgan Stanley

I abide by the belief that every relationship should start with a comprehensive financial plan. Your wealth strategy doesn't solely consider your investment objectives. Rather, it is tailored to address the personal life goals you've identified and prioritized.

Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.

LifeView® helps us:
Analyze your current investments, and financial situation
Review and prioritize your goals with you, such as Retirement
Plan for education funding
Assess major purchases and philanthropic goals
Protect your goals
Develop wealth transfer strategies

Click the links below to access our LifeView® Client Profile and a sample LifeView® Analysis Report:

Morgan Stanley's Reserved Living & Giving Program

Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.

Reserved clients can take advantage of a wide range of offers, including:
Travel and cultural experiences from best-in-class planners
Special pricing from iconic beauty, retail and automotive brands
The latest fashion, wine and sweets from select emerging brands

Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

Ask us how you and your family can begin to take advantage of these wonderful offers.

Click the link below to see current offers:

Events

    Client Service Team

    • Ashlee Fox - Client Service Associate
      (239) 449-7875
      ashlee.fox@morganstanley.com

    Location

    8889 Pelican Bay Blvd
    Ste 300
    Naples, FL 34108
    US
    Direct:
    (239) 449-7814(239) 449-7814
    Fax:
    (239) 465-0972(239) 465-0972

    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Sign Up for eDelivery

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    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact Hina Sanghvi today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    5Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    6Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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