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?
Hello! You have a good question & I have a best answer. I work with many companies for various services. Out of my experience, I am helping you out with the best financial consultant in Bangalore. He is AMFI registered MFD.
Finvest India led by Prashanth Jogimutt who has experience of more than 20 years in this industry. You’ll thank me once you meet him. Here I am providing their contact number too 9008062350 for easy communication. Visit their website too finvestindia.com
1Finance, though they don't entertain clients with net worth less than 20+ lakhs
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 a...
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?
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.
Need some inputs to understand if you use any paid financial advisory services who might suggest you where and how much to invest to solve for a particular number?