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.

Sunday, 1 December 2013

Hiring the best financial planners Delhi and avoiding the shady ones!

Hiring a financial planner requires time, conscious efforts, and patience. You should know what you exactly want out of your financial planner to start with. Do you want someone who can help you out with growing your business, or do you want someone who can assist you in investing in property? Once your object is clear, you will know which type of financial planners Delhi to look out for!
Here’s what you can do to find the best ones in the business –

·        Check their qualification

You should check the qualifications of the financial advisor. Make sure that he is a CFP (Certified Financial Planner) and has cleared the tough exams held by the financial planning standards board of India.

·        Experience

There’s no doubt about the fact that an experienced financial planner can bring more financial planning ideas to the table than an inexperienced one. While the inexperienced one might be brimming with newer techniques, he will not have the skills that are acquired over years of practically working in the industry.

·        Refer to their old clients

If you can, you should always check with the existing and old clients of the financial advisors pune. They will be the best ones to honestly let you know whether the financial planner was any good at his work.
Here are some tips to avoid the shady ones!

·        Check their social media profiles

These ways, we have the convenience of doing a quick Google search in order to find out about a person. Their LinkedIN, Facebook, and Twitter accounts can help you in knowing what kind of thoughts they have, whether they have been recommended by seniors in the industry, and what kind of lifestyle they lead! Obviously, you wouldn’t want to go for someone who prefers drinking daily and turns up to work late!

·        Ask them the ultimate question!

While the ultimate question is often the one pertaining to marriage, in the field of financial planning, the ultimate question is ‘Do you have a fiduciary duty on me?’ Hire financial planners Mumbai only if they answer ‘YES’.


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