Don’t Invest in PMS just because You have Rs 50 lakh spare

(Update - November 2019: PMS minimum investment size has been increased to Rs 50 lakh by SEBI) The minimum ticket size for PMS investments is Rs 50 lakh. But that doesn’t mean that whosoever has Rs 50 lakh to invest…

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…

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 (2023)?

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?…