While looking out for a competent Financial Planner/ Wealth Manager, Financial Consumers below are the questions listed to ask a Financial Planner before hiring him/her.
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Knowledge Centre Choosing a Financial Planner
Knowledge Centre Choosing a Financial Planner
Choosing Planner
Questions to Ask before hiring a Financial PlannerTypes of Other Financial AdvisorsFinancial Advisors in the market can be broadly segregated as Institutional and Independent. Each one of them has their own strengths and weaknesses. Whichever category they fall into and by whatever name they may be called, most of them are driven by targets and commissions. Let us accept this fact and learn to choose a financial advisor and get the right advice for the financial products we are buying. Parameters to choose your Financial PlannerWhile you may choose to work with different advisors for different investment needs or work with a single trusted Financial Planner year after years, you will find the following parameters useful in deciding if the advisor you are choosing deserves your confidence and trust.
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