MyGuide2Wealth
Verified by SpringPrincipal Advisor: Robins Joseph
SEBI RIA REG NO: INA100013700
At MyGuide2Wealth, we're your partners on a journey towards prosperity and financial wellness.
Fee Structure
* 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
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
