"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.