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Last week I met my friend Saurabh who is now a Regional head with one FMCG company and stationed at Bangalore. We were sitting in a coffee shop when suddenly he told me that he’s thinking to engage a financial planner to manage his personal finance matters. This was not a new thing to me […]
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As a financial advisor, one might be a well qualified person excellent with numbers, but the only thing that makes him stand out is the way he interacts with his clients. In the last few years I have realized that the financial planning exercise goes beyond number-crunching plans, asset allocation techniques and investment strategy. The […]
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Long-term financial planning is extremely important for lifetime financial security, but it is also exceptionally difficult for most investors. By improving decision making among clients, financial advisors can improve lifetime financial security. The average investor is less knowledgeable than professionals about the problem and has limited time and attention to devote to it. Understandably, investors […]
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In general Mis-selling can be defined as “The ethically questionable practice of a sales person misrepresenting or misleading a buyer about the characteristics of a product or service.” In the financial service industry this could include the sales person not disclosing certain facts about an investment which could change the judgment of investor. Although mis-selling […]
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Lakshmi, 63 a resident of Kochi, retired a few years back from a semi govt job. She had lost her husband sometime before retirement, who was into business and had encouraged her to study and work when the social structure around was not supportive. She had two kids, daughter Shreya, settled in Dubai and the […]
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