SEBI RIA

7 Checks 6 Questions- Before Hiring Financial Planner Part 2

by Madhupam Krishna

Certified Financial Planner from FPSB India, CFP, financial advisor, financial planner, find a financial planner, how do i find a financial planeer, Registered Financial Advisor (RIA) with SEBI, Registered Investment Advisor, RIA (SEBI Registered Investor Advisors- Fee-Based), SEBI RIA

Asking question is never a bad thing. In fact, only fertile minds are inquisitive. I wrote about 7 basic checks for hiring financial planner 3 days ago. Now, we move ahead with the familiarity part. Lets ask some open-ended questions before hiring financial planner. After you have checked these outer most tough features, its timeRead More

7 Checks 6 Questions- Before Hiring Financial Planner Part 1

by Madhupam Krishna

Certified Financial Planner from FPSB India, CFP, financial planner, Financial Planner Approach, Hiring Financial Planner, how do i find a financial planner, Registered Financial Advisor (RIA) with SEBI, SEBI RIA

You are about to hire a Financial Planner, and this will be a very crucial financial decision. Are you prepared? Probably NOT, because most of us just talk without a checklist or a format to the financial planner. The aim is to see if comfort is there or not. Then based on “comfort” you goRead More