Can you enjoy a relationship without committing to one? OK, pretty emotional start… right? So let me rephrase – Can you enjoy the weather sitting on a closed balcony or enjoy a cold shower without getting wet? You may wonder why I am asking this? Most of the investors want 2 definite things – OneRead More about How I Spent 2020 as Financial Advisor?
financial advisor
Financial Planning Awareness – An Uphill Task
The last 74 years’ independence set me thinking about the changes & progress our country has made. You like it or not, you notice or pass – the changes are for good. Awareness especially in Financial Planning has ever been so important as it is now. We need to spread Financial Planning Awareness, Financial DisciplineRead More about Financial Planning Awareness – An Uphill Task
7 Checks 6 Questions- Before Hiring Financial Planner Part 2
Asking question is never a bad thing. In fact, only fertile minds are inquisitive. I wrote about 7 basic checks for hiring financial planner 3 days ago. Now, we move ahead with the familiarity part. Lets ask some open-ended questions before hiring financial planner. After you have checked these outer most tough features, its timeRead More about 7 Checks 6 Questions- Before Hiring Financial Planner Part 2
5 Doors That You Close On Good Advice
Last week I was invited to speak at a meeting consisting of working bankers. Now all banks sell Mutual Funds & insurance so they have basic training of products. But after talking to them for around 45 minutes, I could guess they were not interested. For them, Good Advice – means product specific talk. TheyRead More about 5 Doors That You Close On Good Advice
What Is Risk Profiling
Whenever you approach a good financial planner, he recommends you to undergo a Risk Profile Test. We too do it and consider it a must to arrive at Asset Allocation for an investor. But is it only to know the asset allocation for an investor or Risk Profiling can help know a bit more? Yes,Read More about What Is Risk Profiling
Direct Investors Too Need Financial Advisors
Since 2013, we are seeing a good amount of investors opting for the direct option, and getting themselves away from commission agents. This gives birth to the concept of DIY or do-it-yourself in Personal Finance or Mutual Funds in particular. But does this means all investors can do without advisors? Well, one of the recentRead More about Direct Investors Too Need Financial Advisors