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…
Read More Why shouldn’t You ask Banks for Investment Advice?
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…
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…
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? 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…
So you are looking for the Best SEBI Registered Investment Advisor in India? Or you are looking for Sebi Registered Investment Advisers list 2023. Or maybe you are just looking for fee-only Investment Advisors or Fee-only Financial Planners near you?…
Read More Best SEBI Registered Investment Advisor in India – How to Find (2023)?
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…
