About
Guided Wealthy
Guided Wealthy was founded to help individuals and families take control of their financial future with clarity, confidence, and discipline.
We emphasize transparency, trust, and education. Instead of pushing products, we guide you to make informed decisions that align with your long-term vision. Our mission is to simplify the complex world of finance into actionable, personalized steps.
Our Leadership
Guided Wealthy
SEBI Registered Investment Advisor | NISM Certified
"Every individual plans his financial life as per his understanding and comfort level... what matters is personalizing / customizing the same knowledge and information to our situation."
Guided Wealthy brings over 6 years of experience in the financial sector, having navigated market cycles with discipline and consistency. Our approach centers on long-term thinking rather than chasing quick returns.
We believe that financial freedom isn't about how much you earn, but how well you manage what you have. Our philosophy is built on the pillars of transparency and deep-rooted client relationships.
Our Philosophy
Keep financial planning simple and practical.
Focus on goals, not just products.
Build long-term strategies instead of short-term gains.
Encourage informed and independent decision-making.
Transparent Pricing
Choose a plan that fits your current stage of wealth creation.
Standard Plan
- Comprehensive Strategy
- Monthly Reviews
- Priority Support
- Tax Optimization
Premium Plan
- Full Portfolio Management
- Estate Planning
- 24/7 Concierge Support
- Family Wealth Strategy