QuirkyPanda
QuirkyPanda

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.

20mo ago
Find out if you are being paid fairly.Download Grapevine
FloatingBagel
FloatingBagel

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.

QuirkyPanda
QuirkyPanda

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

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