FluffyCupcake
FluffyCupcake

Financial planning services?

Anyone here availing services of financial planners? Can you please share the experience, maybe some impact on financial health.

As markets are near ATH, how do you plan to rebalance, especially when 2024 would be a crucial year for US/India general elections.

I am good at investing, made significant gains in equity portfolio. Keep rebalancing whenever required. Now, looking for some professionals for give me a more detailed plan. Not looking for something vanilla offering.

13mo ago
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QuirkyMochi
QuirkyMochi
Nokia13mo

I am interested to hear responses as I am pondering on the same. Had a conversation with @sreekanth recently too here.

QuirkyMochi
QuirkyMochi
Nokia13mo

@Sreekanth

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