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#39;s a fundamental view on the market from Motilal Oswal’s Gautam Sinha Roy

Here#39;s a fundamental view on the market from Motilal Oswal’s Gautam Sinha Roy Watch the interview of Gautam Sinha Roy of Motilal Oswal Mutual Fund with CNBC-TV18#39;s Anuj Singhal and Surabhi Upadhyay where he shared his readings and outlook on the market and specific stocks and sectors.
Fri, 21 Jul 2017 16:09:28 +0530

Market not in a bubble yet, but some pockets overvalued; like pvt banks: Franklin Templeton

R Sukumar R Sukumar of Franklin Templeton Investments said that in this market, one could look for stock ideas which are undervalued.
Thu, 20 Jul 2017 10:47:31 +0530

Will see much better earnings growth in FY19-20: Ashwini Agarwal

Will see much better earnings growth in FY19-20: Ashwini Agarwal “Globally we are interested in large domestic markets. We have operations in Indonesia, Saudi Arabia and now we have launched a fund in India and we would like to do such kind of things in other countries. We are interested in local markets where operations are scalable,” Ashwini Agarwal, Co-Founder Partner of Ashmore Investment Management India LLP told CNBC-TV18.
Wed, 19 Jul 2017 19:00:02 +0530

Largely cautious on midcap IT; see more pain for telecom space: PPFAS MF

Rajeev Thakkar Midcap IT companies that are in research, engineering services, digital space will benefit, said Rajeev Thakkar of PPFAS.
Wed, 19 Jul 2017 16:28:41 +0530

Sundaram MF bets on rural recovery going forward, bullish on consumption space

S Krishna Kumar S Krishna Kumar of Sundaram Mutual Fund said that the market could still see a positive bias but one needs to keep an eye on earnings trajectory.
Tue, 18 Jul 2017 11:42:49 +0530

Market not at an all-time high in terms of valuations: Nilesh Shah

Nilesh Shah In a CNBC-TV18 exclusive, Nilesh Shah of Kotak Mahindra AMC says that markets are not at an all-time high in terms of valuations. He also adds that there is froth in certain sections of the market.
Mon, 17 Jul 2017 08:23:35 +0530

Correction overdue for market; people waiting on the sidelines: Motilal Oswal AMC

Manish Sonthalia There is a correction which is overdue for this market and the sooner it comes the healthier it would be for the market, said Manish Sonthalia, Head Equities-PMS, Motilal Oswal AMC.
Fri, 14 Jul 2017 19:00:38 +0530

Video: Market view of UTI MF’s V Srivatsa

Video: Market view of UTI MF’s V Srivatsa Watch the interview of V Srivatsa, EVP Fund Manager at UTI MF with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Thu, 13 Jul 2017 12:21:37 +0530

Market expecting a rate cut down the line: UTI MF

Market expecting a rate cut down the line: UTI MF Retail inflation has seen a sharp slowdown in June while May industrial output has come in at 1.7 percent. In an interview to CNBC-TV18, Amandeep Chopra, Group President and Head of Fixed Income at UTI MF assesses the impact on the bond market.
Thu, 13 Jul 2017 11:27:03 +0530

Why you should make a balanced mutual fund a part of your portfolio

Why you should make a balanced mutual fund a part of your portfolio If the investor takes position in equity through balanced funds, they get to realise equity growth potential and lower fund volatility.
Thu, 13 Jul 2017 11:14:33 +0530

Market to be rangebound for 6-12 months; stay away from telecom: DSP BlackRock

Market to be rangebound for 6-12 months; stay away from telecom: DSP BlackRock The fund house believes that a big upside in indices from this point is difficult, but does not expect any major correction due to good macros
Thu, 13 Jul 2017 10:44:16 +0530

Stable macros will continue to support Indian market: Axis MF

Stable macros will continue to support Indian market: Axis MF Sluggish corporate earnings which have been a concern for the market could see a strong revival in the second half of FY18 that#39;s the expectation which Axis Mutual Fund is working with.
Tue, 11 Jul 2017 15:32:47 +0530

Q1 earnings to be lower on GST shock; auto, corp banks to be hit: Birla Sun Life AMC

Q1 earnings to be lower on GST shock; auto, corp banks to be hit: Birla Sun Life AMC Mahesh Patil of Birla Sun Life AMC believes that a recovery could be seen in the coming quarters. On retail sentiment, he said that SIP flows are seen at around Rs 6,000 crore a month.
Tue, 11 Jul 2017 11:10:36 +0530

Here is how to switch MF investments from regular plan to direct plan

Here is how to switch MF investments from regular plan to direct plan We will explain not only how, but also why and when it is wise to switch your investments from regular plan to direct plan.
Mon, 10 Jul 2017 15:12:31 +0530

RBL Bank poised to capture growth opportunities: Multiples Alternate Asset Mgmt

Renuka Ramnath RBL Bank is well poised to capture growth opportunities and has a great niche in the segment they are present in Renuka Ramnath, Founder CEO, Multiples Alternate AMC.
Fri, 07 Jul 2017 16:47:29 +0530

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