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.
Thanks. That’s really helpful.
What are those advisors called and where can I search them?
Let me get to that salary first. Will let you know post that. 🥲
60 lakh - wealth manager. Wealth manager is assigned or needed if you run into crores not lakhs. You can't even open ...
It all depends on your personal finance knowledge and interest. If you don’t enjoy, outsourcing is better. If you are...
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...
Working in private wealth in a Wealth manager role. New to this, does this job have future and good annual compensation (25-40LPA) also?
