Do HNIs (High Networth Individuals) need Financial Planning?

HNIs or High Networth Individuals are smart people. They have wealth. More importantly, they know how to make more money from their business and other income sources. But that’s not all. They also understand that they need to generate more…

Are You a ‘Accredited Investor’ in India?

SEBI is contemplating introducing the concept of ‘Accredited Investors’ in the Indian securities market. This is still at the consultation stage as detailed in this notification (link or download here). Globally, this is a pretty common concept in developed markets.…

Why Fee Only Financial Planner is Best For You?

Till now, you have been getting the so-called free advice from your investment agents (more specifically MF distributors, insurance agents and IFAs). So why am I telling you that ‘Fee-Only Investment Advisor’ or ‘Fee-Only Financial Planner’ better for you? Because,…

Benefits of Fee-Only Advice in India

When financial advice is easily available free (as many believe it) from family, friends, colleagues and online, then what can be the reason for paying a fee for getting it? Many in India think like this. There is a general…

Fee Only Financial Planner in India (Updated 2023)

Did you land on this page searching for Fee Only Financial Planners in India? Then one thing is very clear - you already know Fee Only Financial Planner or Fee Only SEBI-registered Investment Advisor is the best option when it…

Do you want a Free Financial Plan?

Free - a word that attracts everyone. And when it comes to financial advice, the word ‘FREE’ has done more damage than even big stock market crashes. I know this sounds odd but I am not lying. The free financial…

Real Financial Advisors

Think about it. If we are talking here about Real Financial Advisors, does it also mean that someone else might be a Fake Financial Advisor? The answer is sadly, Yes. Indian investment advisory and financial planning space is filled with…