Financial Advisors in India List: Who is the best Financial Planner?
Ishu last edited by Ishu
Financial planning plays a vital role in our lives. We just can't ignore the need and importance of financial planning in India. If you are a DIY or Do-It-Yourself Investor, Great! But, if not, you may need the help of a financial advisor to guide you in your investing journey.
- A good CFP or Certified Financial Planner is just like a mentor giving correct direction to your investment needs.
- A financial advisor should know your risk profile, financial objectives and suggest investment plans accordingly.
- Look for SEBI Registered Investment advisors (RIA) to get proper guidance and achieve your financial goals.
- You may come across Fee-only Financial advisors or Fee based investment planners. You have to be very careful while making the right choice. I personally prefer Fee-only financial planning wherein a flat fee is charged rather than percentage based commission.
To get an optimal solution for building a solid investment portfolio, people trust financial planners or advisors. Look around and you'll get a whole lot of financial planners around.
What do you think about Financial Planning services in India? Which one will you prefer Fee-based or Fee-only Financial planner in India? Who is the best financial planner in India? Please give some good suggestions and share experiences, if any.
Sidharth last edited by
@ishu I personally refer FundsIndia platform. They are good and quick to respond well. They offer friendly investing services.
Avi last edited by
@ishu Yes, financial planning is really crucial. The cost of living is so high these days. I wonder how the prices of products and services will sky-rocket in the coming years. So, it's better we plan well for our retirement. There are too many financial advisors, I really get confused which one to choose. Is it worth consulting a financial planner? What if, I want to manage my investments myself, is it possible? or Should I consult for better investment options?