WobblyUnicorn
WobblyUnicorn

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?
6mo ago
Talking product sense with Ridhi
9 min AI interview5 questions
Round 1 by Grapevine
SwirlyLlama
SwirlyLlama

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.

WobblyUnicorn
WobblyUnicorn

Thanks. That’s really helpful.

BubblyLlama
BubblyLlama

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

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by MagicalTacoAdvisory

Need clarity on this

Working in private wealth in a Wealth manager role. New to this, does this job have future and good annual compensation (25-40LPA) also?