Address: G 284 , 2nd floor , sector 63
MyGuide2Wealth, founded by Robins Joseph, is a SEBI Registered Investment Adviser (INA100013700) and Certified Financial Planner (CFP®) based in Noida, Delhi NCR. We help individuals and families achieve their financial goals through unbiased, independent, and commission-free financial planning.
https://share.google/ZK3ZWqQao6KgsC0vU
With deep expertise in retirement planning, investment planning, and wealth management, we focus on long-term, goal-based solutions tailored to each client. Over the last year, Robins has handled financial planning for 800+ clients, including 80+ NRIs, with a strong emphasis on early retirement and global financial planning, through associations with 1Finance and Turtle Finance.
Robins Joseph is also a faculty member teaching Mutual Funds at ICOFP, a unit of Bajaj Capital, contributing to the education of future financial professionals.
As a trusted Financial Planner in Noida and Delhi NCR , MyGuide2Wealth specialises in:
Investment Planning
Retirement Planning
Insurance Planning
Mutual Fund Advisory
Tax Planning
Comprehensive Wealth Management
📍 Serving clients across Noida, Delhi NCR, and NRIs globally, with a fiduciary-first approach focused purely on client outcomes.
1️⃣ What is MyGuide2Wealth?
MyGuide2Wealth is a SEBI-Registered Investment Adviser (Reg. No. INA100013700) based in Noida adn Delhi NCR 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.(based in Noida and Delhi NCR)
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.(based in Noida and Delhi NCR)
4️⃣ What services does MyGuide2Wealth offer?(based in Noida and Delhi NCR)
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(based in Noida and Delhi NCR)
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.
#FinancialPlanning #WealthManagement #Noida #DelhiNCR #MyGuide2Wealth #SEBIRegisteredRIA #CFP #InvestmentPlanning #RetirementPlanning #UnbiasedAdvice
verified_user
Boost your visibility and reach more customers by listing your business with us. It's quick, easy, and absolutely free! Join thousands of businesses benefiting from our platform.
Add My Business arrow_forwardCopyright © 2025 Plumint.
No Reviews Yet
Share your experience to help others