Investing Insights
5 Signs that your 'Advisor' is really a Salesperson
Read this blog to know five common tell-tale signs that you’re dealing with a salesperson and not a Financial Advisor. To know more, Visit us Now!
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Mis-Selling in Indian Financial Services: What Investors Must Know
Despite growing digital access and awareness, investment mis-selling in India remains a significant challenge. It often takes the form of high-cost or unsuitable products sold under pressure or misinformation. Investors typically realize the mismatch years later, often after financial damage is done. Understanding mis-selling and its triggers is the first step toward safeguarding your financial journey.
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How to Choose a Financial Planner in India: A Complete Guide
A financial planner in India helps you translate your financial goals into an actionable plan. This includes goal setting, investment strategy design, and regular portfolio monitoring. The right planner acts as a strategic partner, providing structure, clarity, and confidence through every stage of your financial journey. In this guide, we break down the key elements to consider when choosing a financial planner, the red flags to avoid, and how smart investors align advice with their long-term life goals.
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