About My Fund Guide
Clear, practical financial advice that prioritises long-term wealth, protection, and life goals — delivered in a human way.
Who We Are
My Fund Guide is a financial guidance practice focused on mutual funds, insurance, and holistic long-term planning. We help salaried professionals, business owners, and families create financial plans that protect them today and build wealth for tomorrow.
Why We Exist
Financial advice is often noisy and product-driven. We bring clarity through structured planning, simple communication, and long-term thinking. Our goal is to help people become financially independent — calmly and confidently.
Our Approach
- Client-first: Goals and risk capacity come before product selection.
- Evidence-led: We use Sharpe, Sortino, Treynor, and Alpha ratios to design resilient portfolios.
- Practical: Clear, disciplined steps with regular reviews.
Core Services
- Personal financial planning and goal-based investing
- Mutual fund portfolio construction and ongoing reviews
- Life and health insurance advisory
- Tax-aware strategies and asset allocation
Our Promise
We prioritise clarity, not jargon. You’ll always understand what we recommend, why it matters, and how it fits your goals.
Meet the Lead
Ritesh Deepak Sheth CWM
Chartered Wealth Manager | AMFI Registered Mutual Fund Distributor (ARN-0209)
Ritesh brings over two decades of experience guiding investors across market cycles. His philosophy is rooted in discipline, diversification, and long-term compounding — blending global best practices with local insight.
How We Work
- Goal mapping and risk profiling
- Portfolio and insurance recommendations
- Implementation support (KYC, SIPs, policies)
- Quarterly review and course correction
FAQ
Do you offer only regular plans?
Yes. We recommend and implement regular mutual fund plans to ensure ongoing client support and guidance.
How do you charge?
We disclose all costs upfront. Compensation may be through commissions or transparent fees depending on the service type.