PMM_2yr
PMM_2yr
Startup

Hire a Personal Wealth 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?
1mo ago1.7K views
codenow
codenow
Startup1mo

First get a Fee only SEBI registered financial planner/advisor. They charge a fixed fee but don't take commission from your investment. Once you have large capital like more than 5 crore, you can think about wealth manager.

PMM_2yr
PMM_2yr
Startup1mo

Thanks. That’s really helpful.

LumpySpring
LumpySpring
Freshworks1mo

What are those advisors called and where can I search them?

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