Showing posts from June, 2017

How to Choose your financial planner in India?

There any many financial planners in the market in India. Quite a few are driven by product commission from banks, insurance companies and mutual funds. Some of them may even offer planning services for free (avoid them). So how should you choose your financial planner? What are the parameters that you should consider before finalizing one? How do you compare two financial planners?

Below are four questions that you MUST ask your planner before signing up: 1. What qualification does the financial planner have?When choosing a financial planner, make sure they have the necessary qualifications. The simplest way to do this is to narrow your selection to FinVizer members many of whom are CERTIFIED FINANCIAL PLANNER® professionals who have achieved the highest financial planning qualification worldwide. 2. What experience do they have?Experience is an important consideration in choosing any professional. Ask how long the financial planner has been in practice, the number and types of firms wi…