What constitutes Good Financial Advice

Published On: 05-Jul-2017

What Constitutes Good Financial Advice?

Investors find that they are offered a range of products and services by advisors and are unable to choose between advisors who meet them for business.  Just as we choose a restaurant based on the taste of the food, the quality of the service, the prices, the ambience and the proximity to our residence, we can choose advisors based on a few parameters of their performance.

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01

The ability to understand investor needs.

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02

The expertise to recommend and implement an investment plan.

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03

The execution skill to get an investment plan operationalised.

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04

The ability to monitor the portfolio.

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05

The ability to generate tax records and provide tax planning advice.

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06

Sixth is the management of risk and events.

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07

The ability to manage investor records and keep them updated for changes to address, bank details, nominations and any such information changes that are required.

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08

Advisors must exhibit a professional approach to dealing with the investors.

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09

Last but not the least, as they say, the test of the pudding is in the eating.

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