Choosing A Financial Advisor/Planner

 
The best way to seek a reference of a person who is happy with his advisor’s services.
 
He (advisor) should be passionate about his work.
 
He must have genuine desire to serve you.
 
He should have completed a professional, reputed course such as “CERTIFIED FINANCIAL PLANNER” to upgrade his knowledge. If he is keeping updated with the latest educational courses, you are likely to be the winner.
 
It is essential to know his experience in the advisory profession.
 
He should have guiding poles around his service area, which confirms that he is genuine.
 
You visit his office and find out his personal behavior, honesty, integrity with his services, pays taxes honestly etc.
 
You need to find out if he is competent to serve various asset classes of your choice.
 
He must provide proper financial solutions to your dreams and goals.
 
He should serve to execute your plans by helping in buying, selling, redeeming, switching and many other operational aspects.
 
He must go for periodic review and advice for a change and rebalance your portfolio.
 
He must offer a bunch of standard services to choose from.
 
His maximum charge to be negligible when compared to the impact a portfolio return can have, based on the quality of his advice.
 
If he charges fee to you, make a contract (mostly 1 year) which specifies the time frame of service.
 
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Here is a fundamental view on the market from Sunil Subramaniam

Here is a fundamental view on the market from Sunil Subramaniam Watch the interview of Sunil Subramaniam, CEO at Sundaram Mutual Fund with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Tue, 19 Sep 2017 12:25:49 +0530

Investing strategies: Why SIP is an all-season investment

Shweta Jain SIP work irrespective of market sentiment. Marry the SIP with your financial goal and you are home.
Tue, 19 Sep 2017 09:50:25 +0530

As market hits record highs, Sunil Singhania believes it still has a long way to go

Sunil Singhania Says economy will continue to grow and that will drive up the equity markets going forward.
Mon, 18 Sep 2017 10:16:49 +0530

Prefer pvt sector banks to PSUs; like holding cos: PPFAS MF

Rajeev Thakkar Among the new theme that they have added is Facebook, which is an international stock, said Rajeev Thakkar, Chief Investment Officer and Director, PPFAS MF.
Fri, 15 Sep 2017 16:24:18 +0530

Mutual fund scheme consolidation: Finding middle path may benefit investors

Joydeep Sen Only a fund with a relatively smaller corpus size can be quickly repositioned; a large fund will have the baggage of existing portfolio which should not be disturbed.
Thu, 14 Sep 2017 09:53:45 +0530

How investing in Equity Linked Savings Schemes (ELSS) could add to your wealth

Vaibhav Agrawal Unlike other instruments like PPF, NSC and Long term deposits, an ELSS is a long-term wealth creator due to its consistent equity exposure.
Tue, 12 Sep 2017 11:26:33 +0530

Harsha Upadhyaya says pockets of market still inexpensive, but NBFCs overvalued; like aviation

Harsha Upadhyaya Kotak MF’s Upadhyaya said that September and December could be slightly better quarters due to GST-hit sectors seeing some recovery.
Tue, 12 Sep 2017 10:27:33 +0530

Lack of jobs in economy a worry; may see job growth once GST effect reduces: Axis MF

Lack of jobs in economy a worry; may see job growth once GST effect reduces: Axis MF In an interview to CNBC-TV18, Chandresh Kumar Nigam, MD CEO of Axis Mutual Fund, spoke about his reading of the market and his outlook on inflows into equity mutual funds (MFs).
Thu, 07 Sep 2017 14:23:12 +0530

Bullish on private sector banks for medium to long-term: Franklin Templeton

Anand Radhakrishnan To celebrate the Mutual Fund Day that falls on every 7 day of the month, CNBC-TV18 spoke to Anand Radhakrishnan, CIO- Equity, Franklin Templeton Investments. Last month mutual funds saw a record inflows to the tune of Rs 20,000 crore.
Thu, 07 Sep 2017 12:13:40 +0530

Bajaj Fin story shows consumer credit growth; see pain in hsg finance: Sundaram MF

S Krishna Kumar Companies such as Bajaj Finance and Capital First, among others, have been able to innovate, use technology, disrupt markets and gained advantage among competitors to pursue higher growth.
Thu, 07 Sep 2017 12:02:14 +0530

What you should focus on while deciding your SIP allocation

Joydeep Sen The average SIP size is Rs 3,250 and the month-wise collection through SIPs is just under Rs 5,000 crore per month now. It shows investors are walking in the right direction.
Thu, 07 Sep 2017 11:03:32 +0530

Hybrid funds - A balanced approach to investing

Hybrid funds - A balanced approach to investing Balanced, MIPs, Equity Savings and Dynamic Allocation are categorized as Hybrid funds
Thu, 07 Sep 2017 10:53:29 +0530

Investor behaviour is significantly different from many years back, says HDFC AMC

Milind Barve CNBC-TV18#39;s Nimesh Shah caught up with Milind Barve, MD, HDFC AMC from the side-lines of Motilal Oswal Conference and asked him if the domestic flows are sustainable at the pace at which mutual funds (MFs) are getting it and the trend in mutual funds will continue going ahead.
Wed, 06 Sep 2017 14:53:00 +0530

FY19 to be good for earnings growth; flows may keep market supported: ICICI Pru AMC

Nimesh Shah Nimesh Shah of ICICI Prudential AMC says when you are managing money in fiduciary capacity it is important to have a balanced approach while investing in market.
Tue, 05 Sep 2017 14:01:27 +0530

Here is Sunil Subramaniam#39;s view on market

Sunil Subramaniam Watch the interview of Sunil Subramaniam, CEO at Sundaram Mutual Fund with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Thu, 31 Aug 2017 12:33:29 +0530

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