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