How choosing a registered investment adviser helped this family manage its finances
Published by Mint
Abhishek Kumar's role: Featured
Abhishek Kumar is the fee-only SEBI RIA this Mumbai family hired; the article says he assessed their risk appetite, built a goal-based asset mix, and advised moving their daughter's education money from equity to debt as the goal neared.
Read our guide: How to Check if an Adviser Is SEBI Registered
More of Abhishek's views on choosing an adviser
Mint profiles a Mumbai family that began planning its finances with Abhishek Kumar, a fee-only SEBI-registered investment adviser, in 2020. It describes how the family moved from traditional insurance plans and ULIPs to a roughly 50:50 mix of equity funds and debt such as PPF, EPF and NPS, planned for retirement, their daughter's education, a bigger home and a trip abroad, and reviewed health, term and accident cover.
Publisher source
How choosing a registered investment adviser helped this family manage its finances