Guide2Wealth is a SEBI Registered Advisor (RIA) with Regn no. INA100013700
Call Us: +91 9811 031 535
Mail Us: support@myguide2wealth.com
"Never depend on a single income. Make an investment to create a second source" - Warren Buffet
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
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.
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