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MyGuide2Wealth

MyGuide2Wealth

Verified by Spring

Principal Advisor: Robins Joseph

SEBI RIA REG NO: INA100013700

Noida, Uttar Pardesh

At MyGuide2Wealth, we're your partners on a journey towards prosperity and financial wellness.

Financial PlanningRetirement PlanningTax Planning

Fee Structure

Financial Planning₹15,000 – ₹25,000
Investment Management0.75% – 1.25% of AUM

* Fees may vary depending on scope.

Credentials

  • SEBI Registered Investment Advisor
  • NISM Certified Research Analyst and Equity Derivatives Specialist
  • Certified Financial Planner (CFP)

Ideal Clients

Salaried ProfessionalsYoung FamiliesTax PlanningInvestment Planning

Guiding salaried professionals and HNIs towards strategic financial growth.

Services Offered

Holistic Financial Planning

Crafting personalized strategies to achieve your financial goals and secure your future.

Personalized Retirement Planning

Secure your golden years with custom retirement strategies designed for a worry-free future.

Strategic Tax Optimization

Reduce your taxable income and increase your net worth through proactive strategies.

Children Education Planning

Smart investment portfolios to fund your child's higher-education dreams.

About MyGuide2Wealth

MyGuide2Wealth is accredited as a SEBI Registered Investment Advisor and Certified Financial Planner CM. We are independent, unbiased and fee-only financial planners based in Noida carving the best investment strategies, equity research & financial planning for our clients all over the globe.

Client Testimonials

MyGuide2Wealth's balanced approach in equity & debt is helping me reach my retirement and children's education goals.

Col S Singh

Armed Forces, India

Robins's patience and expertise in mutual funds solved my future goals and matched my risk profile perfectly.

Ankur Pundir

Software Professional, USA

They stay in touch every month to guide us in buying value stocks and mutual funds.

N Kumar

Young Professional, Gurgaon

Our vision is to help bring about a world that confidently makes smart financial decisions.
Office Address: 5th Floor, MIT TBI, Kashyap Building, MIT WPU Campus, Rambaug Colony, Kothrud, Pune, Maharashtra 411038
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