SkyBlueMind

How does one find a wealth manager

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?

9mo ago

Criticalthinker

Stealth9mo

I recommend captain mind, if you are interested let me know

SkyBlueMind

Founder9mo

I’m wondering if a fee-only RIA will suffice us rather than a PMS as I like the idea of do it yourself post fine tuning current portfolio. But since capital mind has been referenced here more than twice now I’m going to check them out. They seem to be a low cost PMS ..

Criticalthinker

Stealth9mo

They have a model portfolio subscription as well for 20k apart from PMS. Which will have 6 model portfolios for investment. I am using this service for past couple of years and made good returns.