How to Selecting a Financial Advisor? - MYREALITY.In, Real Estate, Share Market, Mutual Fund, Insurance
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Wednesday, September 20, 2017

How to Selecting a Financial Advisor?

How to Selecting a Financial Advisor?

1. Understanding your needs 

First understand what you want out of a Financial Advisor. 

Different investors have different preferences - Risk Tolerance, Time Horizon, Return Expectations etc

2. Talk to others

one of the best ways to find potential planners is by asking others. Referrals are recommended.

3. Have a meeting 

Its required to understand what is on offer and what you want.


4. Compensation

Understand the charges that you have to pay. Quality advice cannot be free.


5. Become comfortable 

It may require you to meet your advisor 

How to Selecting a Financial Advisor? Reviewed by S. Chitra on September 20, 2017 Rating: 5 How to Selecting a Financial Advisor? 1. Understanding your needs  First understand what you want out of a Financial Advisor.  ...

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