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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