MyGuide2Wealth
Verified by SpringPrincipal Advisor: Robins Joseph
SEBI RIA REG NO: INA100013700
At MyGuide2Wealth, we're not just financial advisors — we're your partners on a journey towards prosperity and financial wellness.
Fee Structure
* Fees may vary depending on scope.
Credentials
- ✓Certified Financial Planner (CFP)
- ✓SEBI Registered Investment Advisor
Ideal Clients
We specialize in guiding salaried professionals towards smart financial growth and HNIs with advanced wealth management and strategic investments.
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 to ensure a comfortable and worry-free future.
Strategic Tax Optimization
Reduce your taxable income and increase your net worth through proactive tax strategies and compliance expertise.
Children Education Planning
Invest in your child's future. We design smart investment portfolios to fund their higher education dreams.
About MyGuide2Wealth
MyGuide2Wealth is your dedicated partner on the path to financial planning and Investment advisory . We are accredited as SEBI Registered Investment Advisor and Certified Financial Planner CM who are here to guide you towards your financial aspirations. . We are independent , unbiased and fee only financial planners based in Noida carving the best investment strategies, equity research & financial planning for our client all over the globe
Client Testimonials
“I was always afraid about entering stock market. MyGuide2Wealth assisted me in opening a demat account and helped me in investing in large cap stocks and index fund investing. His balanced approach in allocation of equity and debt is helping me in achieving my retirement and children education goals.”
Col S Singh
Armed Forces, India
“I'm very happy with MyGuide2Wealth's guidance! Robins has been patient in dealing with my financial plan and his expertise in equity and mutual fund has helped in solving my future financial goals. His understanding of my risk taking capability was pivotal in crafting the roadmap of financial independence journey.”
Ankur Pundir
Software professional (USA)
“I always though retirement planning to be the last of the priority . MyGuide22Wealth told me Children education and Retirement planning are critical and most important. The great thing about them is they will no mater what will be in touch every month to help you in buying valued stocks and mutual funds”
N Kumar
Young Professional, Gurgaon
