EthicalPun64
EthicalPun64

Investment planning

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.

19mo ago
SpeedyAide60
SpeedyAide60

Go with fee based SEBI registered advisors to avoid conflict of interest. https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=13 They’ll mostly suggest the generally known investment options but customizing them to your situation is their job.

EthicalPun64
EthicalPun64

This is a long list. Any reviews or references for advisors anyone else is using?

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