Unique Financial Planning and Analysis advising services offered by us in Delhi, Mumbai and India. We employ top financial planners and consultants to help you find the best financial options.

Financial Planning/ Mutual Funds/ Investment - Advisor

Unique Financial Planning and Analysis advising services offered by us in Delhi, Mumbai and India. We employ top financial planners and consultants to help you find the best financial options.

Monday, 9 December 2013

3 selection criteria for financial advisors Gurgaon!

We get attracted really fast to all those things that offer us a shortcut for doing something; just like this blog! This blog will give you some simple yet effective tips to choose the best from your short list of financial advisors Gurgaon. It is also better to choose the right one so that you don’t end up with someone who will mess around with your hard earned money!

   1.     Why do you need one?

It is pretty interesting to note that financial advisors Gurgaon are not generalists; they are specialists! So while one financial advisor might guide you about investing in real estate, another one might guide you about retirement planning. You need to be sure about what you are expecting out of them. Yes, there are general advisors available too in case you need their advice on multiple investment schemes!

2.     Their qualification

Financial planning is a field wherein only skilled professionals can offer you good advice. Someone who is learned and has completed his CA, CFP, or CFA is more likely to offer you expert advice than someone who is not from this background. One more important reason to choose CFPs or CFAs is that they have to adhere to the code of conduct that they have sworn by. So inquire about the qualification of the financial advisor before you hire him/her.

3.     Look at the long term perspective!

If you are looking to hire a financial advisor gurgaon, have a long term perspective in mind. Do not inquire about immediate results because you simply cannot reap immediate benefits in any investments; be it fixed deposits or real estate. For actual hardcore benefits, you need to have patience and trust you advisor. Give him/her some time to manage your finances so that it reaps good benefits.
When you are on the lookout for financial planners noida, you should keep in mind that determining your own needs is what you should start with. No financial planner will be good enough if you are unclear regarding your demands! After that, you should start scouting for a suitable financial advisor.   


6 comments:

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    Brian Howshowki

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