Following and please let me know if you find one

Software Engineer

System Engineer

Please use any of the few only advisors listed here: 
  
 https://www.feeonlyindia.com/

Solution architect

Hello friends,  Any recommendations on personal finance planners in India whom you have personally used and found to be good? I am in South India  if the advisor can engage online, that would be gr...

Welcome to Personal Finance's Private Community

Hello friends,

Any recommendations on personal finance planners in India whom you have personally used and found to be good? I am in South India - if the advisor can engage online, that would be great.

I am NOT looking for investment advisors; instead, I am looking for advisors who can help me manage my debt professionally and systematically all the while preparing for building wealth in future. I am 36.

Suggestions on Financial Advisors

Suggestions on Financial Advisors- Grapevine

As the title suggests I want to hire a long term financial advisor. Any leads will be helpful thanks

Can you suggest a place from where I can get trusted financial advisor?

As mentioned in the title I’m seeking a good financial advisor, has anyone tried any services or is there any platform that does this?

Where to find good trustworthy financial advisor?

Have you worked with a financial advisor who reviewed your incomes, liabilities, goals, taxation, retirement and provided you a clear roadmap? How has your experience been? Is it worthwhile? 

Are these fee based advisor? What's the typical charge like? Any recommendations for good advisor in Bangalore?

Experience with financial advisor and recommendations

Product Manager

1. How much should I have in account to hire a person wealth manager?
2. How much should I be making to hire a personal wealth manager?
3. Any other factors to consider to hire a personal wealth manager?

Hire a Personal Wealth Manager

Product Marketing Manager

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.

Financial planning services?

Looking for an app/service to help me plan personal finances, investments etc for me and my wife. Any suggestions? Apps don't really cover overall personal goals, what one needs to do etc.

Investment planning

I want to start investing. Be it mutuals funds, or trading, options or day whatever it is. I want to learn it. However, I dont even know which app should I use, let alone where to invest. Any resources which would get me started with beginner lessons, how to start, where to invest, etc. 
Ps: Dont recommend scammy finfluencers

How to out the F in Finance

Software Developer

Welcome to Ask Grapeviners's Private Community

Guys, I am looking for a registered stock advisor. Any better leads, in case If you are using any.

60lac + salary - do you have a wealth manager?

Growth Manager

Wanted to know how people are managing their investments? I’m facing below issues while managing
 
1.  How to diversified fund? whats are % of allocations 
2.  How to rebalancing the mutual funds and stocks time to time 
3. Investment on Foreign equities 

If you are managing by own please share your plan and approach or if you are taking help of any financial advisors do share their details also. 

Any help would be much appreciated! Thanks.

Struggling with personal finances

Tech lead

Till now I’ve been investing our families income into shares and MFs by myself using own research and places like grapevine :)

Now the allocation and its wisdom has started worrying me as the overall portfolio inches towards 1cr 

And I am wanting to consult a wealth manager but not sure how to begin the search for one. 

Any leads?

How does one find a wealth manager

Founder

Welcome to Banking & Finance's Private Community

I've been following traditional FD/RD/PPF investments with miniscule Sip over the last few years, since most of my income goes in clearing my debts. Now that I'm debt free, i need to figure out wealth generating avenues, but I'm not an expert in this area. So, is it ok to trust financial advisors to monthly invest about 3L (my investment appetite per month)? Or do they generally work on their/Fund's interest instead of the client's interest?

Are financial planners/advisors worth it?

Software lead

I have read multiple comments and suggestions asking people to just go find a CA. Can anyone suggest some helpful tips or forums for this??

How does one find a CA?

Simulation engineer

I am 30M with 2 cr in savings (across portfolio, no RE, all liquid) If I keep up with this rate I will hit 8cr (~1M USD) by 2027. I am living with my parents, married, no kids yet. Want to move out. Should I buy a house (purely consumption) now or should I wait 4-5 more years get more savings (hit my 8cr target) and buy then? If so, I would be renting out for the next 4 years and assume I would also have a kid by then. 
What are you thoughts? Also buying city would be Chandigarh Tricity ( keen on Panchukula) 
If any of the folks here have knowledge about the property rate there that would be great.

Question for the finance planning folks

Consultant

Hi, I am thinking of buying a pension plan through which  I could get a good fixed monthly income after I retire ( let's assume 60 years). I am currently 32 year old and looking to invest around 20k per month. I am currently working with a startup.I first thought about NPS and also some plans on Policybazar. I founds that plans mentioned on Policybazar like Tata AIA life insurance capital guarantee solution can offer upto 6.5L/month tax free income after I turn 60 with just 20K investment per month for next 12 years. Where as if I invest 20 k per month in NPS till i turn 60 I will only get 1.8 lakhs per month

I want to understand
1. Why is there such a huge gap in the return amount between NPS and retirement plans available on policybazar
2. How to select the best retirement plan
3. What are the top pension plans available in the market currently
4. Any other better way to plan retirement

Suggest best pension plan to invest in

Sales manager

Which mutual funds are good for the long term (10+  years ) ?

Which mutual funds should I Invest in?

Hello community, 

Need help in the decision-making of the money that I have in my bank.
Currently, I have around 13lakhs in my bank account. I dont know what to do with that money. I dont feel safe in stocks and dont know any other options where to invest money.
Help would be genuinely appreciated 🙏.  Thank you

Age - 24.

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