Most Indians believe that financial advice should either be free or in most cases, is not needed at all! In fact, it’s quite common to come across people who will tell you (if asked) that: Why should I take financial…
Category: SEBI RIA
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…
Why shouldn’t You ask Banks for Investment Advice?
The banks in India mis-sell financial products. Intentionally or unintentionally, they do it. And there is no other (softer) way to say it. Even the regulator RBI now accepts it. And if you want to experience mis-selling by Indian banks…
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Can a Financial Plan really sort out Your Life?
Recently, a client of mine completed a year with me. Since I clearly remembered his first interaction with me (will share details later), I thought it would be useful for me to understand his view about financial planning and its…
Don’t Delay. Decide. Take Action.
They say: If you figure out money, life is incredibly easy. But unfortunately, if you don’t, it is incredibly hard. And that is so true! You must have met people who have really ‘sorted’ their financial lives and it shows…
Personal Finance Plan
If you are looking to get yourself a Personal Finance Plan or Personal Financial Plan, then you should find either of these two people: A good Fee-Only Financial Planner A trustworthy, competent Fee-Only SEBI Registered Investment Advisor And before you…
Why commission based Mutual Fund Distributors (Agents) are unable to give proper financial advice?
Why commission based Mutual Fund Distributors (Agents) are unable to give proper financial advice? That’s a strong statement to make. Right? But this is a fact. Let me try to explain why I am saying this. But first, I hope…
Best SEBI Registered Investment Advisor in India – How to Find (2027)?
So, are you looking for the Best SEBI Registered Investment Advisor in India? Or are you looking for Sebi Registered Investment Advisers list 2027? Or maybe you are just looking for fee-only Investment Advisors or Fee-only Financial Planners near you?…
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My Interview with Wealthy
It’s a little overwhelming to be asked questions. 😉 I’d rather be the one asking the questions. That said, Wealthy.in interviewed me sometime back about investing, personal finance and what I think about money, in case you are interested. So…