Guide2Wealth is a SEBI Registered Advisor (RIA) with Regn no. INA100013700

How we work 

At MyGuide2Wealth, our approach to financial success is rooted in a meticulous process designed to empower you at every step. Our journey together is characterized by personalized strategies, expert guidance, and a commitment to your financial well-being. Let's delve into the framework that underpins our partnership in shaping your prosperous future.

01

Initial
Consultation

02

Onboarding

03

Information Collection

04

Comprehensive assessment

05

Plan preparation and presentation

06

Implemention & Review

At MyGuide2Wealth, our collaborative process is a fusion of expertise, personalized attention, and a shared goal: your financial prosperity. Let's embark on this transformative journey together and realize your aspirations.

FAQ

Annual Fee :  First Year – 12,000 Renewal Fee – 9,000 - Renewal fee will increase by Rs. 1,000 after every 2 years.

Interaction: Our communication is primarily through online video mode only. You are welcome to visit our office as well.Normally , we do extensive 2-3 sessions on your existing financial details and then move to final approval on financial plan . There is no limit on interactions – Our motto is to make you pro on personal finance. Normally , it takes around 1-2 weeks for the creation of the financial plan but we assure to give you the plan as early as possible

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