Financial advice in India needed to be more transparent and client-first. That’s why I became a SEBI Registered Investment Advisor, working on a fee-only model.(www.myguide2wealth.com)
Most of my clients are salaried professionals and NRIs in their early 30s to mid-50s. They’re managing careers and dreams, raising families, and chasing freedom, but often feel lost when it comes to money.
We specialize in helping US NRIs and returning Indians with cross-border financial planning, including 401(k), IRA, RSUs, ESOPs, US real estate, RNOR/ROR tax planning, DTAA, and US estate tax. We also help build tax-efficient, globally diversified portfolios through Indian investments, UCITS ETFs, US ETFs, and goal-based retirement planning.
My role as an Investment advisor is to simplify the financial decisions that matter:
1. Wealth building: multi-asset plans with the right equity tilt for growth.
2. Financial Freedom: stress-tested retirement planning that makes work optional.
3. Life goals: education, home, travel, all mapped into one simple, structured plan.
At myGuide2Wealth.com, the mission is bigger than one-on-one planning:
1. Spread financial literacy so more people can manage money confidently.
2. Support FIRE journeys for young and mid-career professionals.
3. Help more Indians ride the country’s long-term growth story.
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- Intros to paying customers
