MyGuide2Wealth - Certified Financial Planner (CFP) Distributors
Member since Feb 6, 2024
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About Me
MyGuide2Wealth is your dedicated partner on the path to financial planning and Investment advisory . Financial planner based in Noida DElhi NCR . www.myguide2wealth.com .We are accredited as SEBI Registered Investment Advisor and Certified Financial Planner CM who are here to guide you towards your financial aspirations. . Our seasoned team of professionals bring a wealth of experience in investment strategies, equity research & financial planning - providing you the bets investment plan
As NISM Equity Research Analysts and Equity Derivative Specialists, we leverage our comprehensive market insights to craft individualized strategies that cater to your unique financial goals.
About Work Experience
We do not take commissions - Our financial advise is totally factored on you and not on selling financial services of our interest . Our methods are unique by systematically creating strategies that best fit your needs ; wherein commissions and hidden fees are strict NO for us. As an affordable fee only planner , our financial advise and the benefits that accrue to you surpasses much more than the sum you pay us. www.myguide2wealth.com . Financial planner based in Delhi NCR .
MyGuide2Wealth serves our clients across all Indian cities and NRIs as well . We are based in Noida with our office set up in Sector 63 , Noida
We bring a wealth of experience in investment strategies, equity research, and financial planning. As Equity Research Analysts and Equity Derivative Specialists, we leverage our comprehensive market insights to craft individualized strategies that cater to your unique financial goals.
Experience & Qualification
Qualification
CFP , SEBI RIA
Experience as an Advisor
5 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
PPF (Public Provident Fund)
Tax Consultancy
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Technical & Research Analysis
Affiliations
- ARIA Association of Regd Investment Advisors
Awards & Recognition
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SEBI Registered Investment Adviser
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NISM Research Analyst
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NISM Equity Derivatives Specialist
Address
MyGuide2Wealth
G 284,
2nd Floor , Sector 63,
Noida,
Gautam Buddha Nagar,
Uttar Pradesh, 201301
LICENSE
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Mutual Fund -
ARN No.
INA100013700 - Validity -
01-01-2047
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