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Tag Archives: Financial Planner

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Want to Achieve your Financial Goals? Select an Advisor, not a product
  • October 2 2010

Want to Achieve your Financial Goals? Select an Advisor, not a product

How many times have you asked your relationship manager in your bank/your Mutual Fund or Insurance agent that “What’s new in the Market”? Let’s take it other way – How many times you have been approached by your Relationship manager in your bank/ your Mutual Fund or Insurance Agent that “This is new and improved […]

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How to choose Your Financial Advisor
  • August 4 2010

How to choose Your Financial Advisor

Finding financial advisors or sales representatives who call themselves advisors, is easy. They are seemingly on every street corner. More than 50 Lakh people in India sell investment and insurance products.  The low entry barrier for selling the financial products has ensured that anyone at all can become an advisor. The basic expectation from an […]

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Recent Articles

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  • Before We Get into the Nut & Bolts of Asset Allocation

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