Archive for the 'Financial planner' Category

Do I need a financial Planner?

this article will help you decide do you need a financial planner..

Important tips for IFAs and RMs

This is a sheer experience call – not an intelligence call, just an observation call. Read it, agree with it, disagree with it, like it, lump it…but please comment here, on the blog, so that it remains here even after a few years. 1. Be Modest about your calls: Occasionally when you get a right […]

Advisers cannot help all clients…

When I interact with IFAs they have this major complaint: “MANY OF MY CLIENTS DO NOT LISTEN TO ME” This is true not just for IFAs but also for other professionals like Chartered Accountants, Lawyers, doctors…How many times have you said (or heard from a fellow professional) “my client makes a mess and then expects […]

Financial Goals: Problems!

Many people do not have their OWN financial goals, so a cut n paste job has to be done. Which means you will HAVE to take the society’s goals and cut paste on YOUR life. So let us take the GOALS that SOCIETY wants a BOY to have (sorry for the girl the goals are […]

Adviser’s fault, but which adviser?

I know a few HNI investors. One thing common to all HNI investors is that they do not like to be classified as a “HNI”. This is good for the adviser too, because no 2 HNIs are alike. Some HNIs are well assured of themselves, satisfied with how their life is going and understand their […]

What an IFA body should do but AMFI will not

If in the course of your life you have been an investor, sub-broker, broker, teacher, auditor of mutual funds, trainer, content provider – you realize that you have certain advantages. In some of these positions you meet the MF industry as a boss and sometimes you meet them like a servant. Mostly it is the […]

Identifying wrong advice!

  When you get advice from somebody you are hardly in a position to tell whether it is in YOUR interest, right? Well, here are some tips! When you go to any professional these days they make their advice sound very ‘professional’ sounding. So what are the signals that you should look for? 1. You […]