5 Questions That Will Lead You To The Right Financial Planner
Published by Outlook Money
Abhishek Kumar's role: Quoted
Abhishek Kumar, founder of SahajMoney, said there is no right stage to become financially fit and starting early helps avoid mistakes such as mixing insurance with investment; he also explained that RIAs may charge a fixed fee or a share of assets under advice.
More of Abhishek's views on choosing an adviser
This October 2024 Outlook Money guide sets out questions to ask before hiring a financial planner: when you need one, the kinds of professionals in India (SEBI RIAs, CFPs, CAs, QPFPs, and distributors and agents), how to find and check them, how fees work under SEBI's adviser rules, and which goals the plan should cover. It includes comments from Abhishek Kumar and other experts.
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5 Questions That Will Lead You To The Right Financial Planner