"Never depend on a single income. Make an investment to create a second source" - Warren Buffet

Our Unique USP :

Financial planning + Equity & Debt Portfolio building

We are amongst the few RIAs , who combine these 2 areas for same affordable flat fee without any commission & totally unbiased view . We follow Aggressive or Defensive approach based on your risk profiling . Risk Management and Wealth maximization are the main themes on which we do financial planning & portfolio building. "Risk comes from not knowing what you're doing"

"Our favourite holding period is forever " - Warren Buffet - Importance of long term investing 

MyGuide2Wealth : Wealth building strategy for you

1. Equity Mutual Funds : Risk profiling + Asset Selection

• Proper asset allocation between equity and debt based on risk profiling

• Passive funds in large cap , diligently identified and consistent flexi , small and mid cap funds for growth ; balancing approach with Hybrid and equity savings fund.

• Suitable mix of large cap , mid cap , small cap , sectoralfunds ,debtfunds , international funds in your portfolio

• MF selection not based on **** rating but on consistency derived from 5yr / 3yr / 1yr rolling returns

• We look at allthese parameters- expense ratio, past performance, fund manager experience, and AUM to arrive at the final MF suitable list.

2. Debt portfolio balancing

• Emphasis on maintaining guaranteed fixed income portfolio eg PPF/ EPF/ Sukanya Samridhi / SCSS

• Pool funds into high yield corporate /NCD /Govt bonds with suitable credit rating .( higher than FD rates)

• Debt mutual funds portfolio overlooking movement and impact of interest rates on short/mid/long term debt funds and corporate bonds

3. Equity : Be directly part of India’s Bull run

• ETF investing – main thrust to our portfolio methodology  : Nifty / Bank / PSU Bank/ CPSE / IT / FMCG/ Auto / Infra / Pharma / NASDAQ/ FANG

• Blue Chip investing – Safe investing with low beta stocks ; large cap and growth investing

• Stock picking based on strong fundamentals , future growth potential ,and strong governance / management

• Value investing – handpick stocks expected to turnaround in nearfuture . Gather stocks at demand zone.

FAQs – MyGuide2Wealth (SEBI Registered Investment Adviser in Noida)

1️⃣ What is MyGuide2Wealth?
MyGuide2Wealth is a SEBI-Registered Investment Adviser (Reg. No. INA100013700) providing financial planning and investment advisory services from Noida. It operates on a fee-only model, ensuring unbiased and client-centric advice.

2️⃣ Is MyGuide2Wealth registered with SEBI?
✅ Yes. Robins Joseph - MyGuide2Wealth is registered with the Securities and Exchange Board of India (SEBI) under the Investment Adviser Regulations, 2013, with registration number INA100013700.

3️⃣ Who is the founder of MyGuide2Wealth?
The firm is founded by Robins Joseph, a Certified Financial Planner (CFP) and faculty member at ICOFP (International College of Financial Planning). He has extensive experience in investment advisory, wealth management, and client education.

4️⃣ What services does MyGuide2Wealth offer?

• Comprehensive Financial Planning

• Investment Advisory (Mutual Funds, ETFs, Asset Allocation)

• Retirement & Goal-Based Planning

• Tax and Cash Flow Planning

• Portfolio Review and Rebalancing

5️⃣ What makes MyGuide2Wealth different from distributors or agents?
Unlike commission-based distributors, MyGuide2Wealth operates on a fee-only basis. This means we do not receive commissions from any product manufacturer. Our only income comes from clients’ fees — ensuring complete transparency and alignment of interests.

6️⃣ How can I engage with MyGuide2Wealth?
You can book a consultation through our website www.myguide2wealth.com or visit our Noida office:
G-284, 2nd Floor, Sector-63, Noida, Uttar Pradesh – 201301
 

7️⃣ Does MyGuide2Wealth cater to NRIs?
Yes. MyGuide2Wealth specializes in NRI financial and investment planning, including asset allocation, taxation coordination, and repatriation guidance.

8️⃣ How is client confidentiality maintained?
Client data is never shared with third parties and is used strictly for advisory purposes as per SEBI regulations and our privacy policy.