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,…
Tag: Financial Plan
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…
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…