MyGuide2Wealth
Principal 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.
Why MyGuide2Wealth?
As SEBI RIA, we offer Independent, Personalized and Unbiased financial Planning & Investment advise. Also as faculty member with International College of Financial Planning (unit of Bajaj Capital) we educate future wealth planners and CFPs on investment planning and mutual fund advisory. We care about your interests first, strengthening our theme of being MyGuide2Wealth. Our financial advise is totally factored on you and not on selling financial services of our interest. Our methods are unique by systematically creating strategies that best fit your financial needs and goals. As an affordable fee only planner, our financial advise and the benefits that accrue to you surpasses much more than the sum you pay us.
What We Offer
- Comprehensive Financial Planning
- Goal-Based Investing
- Retirement Planning
- Mutual Fund Advisory
- Direct Equity or PMS
- Insurance Advisory
- Tax Planning
- NRI Financial Services
- Estate Planning
Who We Work With (Audience)
- We work with salaried professionals from age 25 to 60 yrs - supporting them in their financial independence journey.
- We support retired individuals in taking care of their post retirement financial planning.
- We assist HNI and NRI clients in wealth maximization and asset allocation by balancing risk and reward
- We support families in helping them with their goal planning of buying house, children education and FIRE target.
About the Principal Advisor
Robins Joseph
Compliance & Grievances
Principal Officer: Robins Joseph
9811031535
Robinsjoseph1@gmail.com For grievances - www.myguide2wealth.com
9811031535Robinsjoseph1@gmail.com 
