I am looking for the Financial advisor who can manage my portfolio of monthly investment of around 1-2lakh for long term horizon [15-20year). Can you please suggest some with the reasonable fees. Thanks
Finding a “good” financial advisor is like finding a good wife, you will only know after you’ve gotten married. But this is a good place to start your shortlist: https://www.feeonlyindia.com
PS: Don’t talk to a mutual fund distributor or a bank or even anybody that charges a % of AUM fee. Stick to the flat fee guys.
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Hey better don’t go with any penny mutual fund agencies or any small investors.
some of my details can help you manage your own.
Investment :
Equity Investment - 30% Large cap and Mid cap
FD - 20%
Asset Inv - 10% land and Building
MF - 10%
Savarion Gold bond and PPF - 10%
Savings Account 10%
Cash in hand - 10%
For more details let me know and another thing is you can google it better but don’t go on high rating companies.
A financial advisor is a person or an organization who has detailed knowledge and experience when it comes to investing and managing finances. These advisors use this experience to provide guidance to their clients according to their requirements. They are updated about the latest financial and economic fluctuations of the Stock Market and give valid advice according to the client’s situation. It is important to know your advisor and make sure if they are registered with the Securities and Exchange Board of India (SEBI) . A financial advisor should always have a valid SEBI registration before advising his clients.
Some of the Best Financial Advisor in India include IIFL Securities
who give their clients the best services with one on one contact and detailed advice based on the client’s financial situation and the market fluctuations. These professionals are highly qualified for the job and are proven to be efficient and reliable.