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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The ability to understand investor needs. Read More
The expertise to recommend and implement an investment plan. Read More
The execution skill to get an investment plan operationalised. Read More
The ability to monitor the portfolio. Read More
The ability to generate tax records and provide tax planning advice. Read More
Sixth is the management of risk and events. Read More
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. Read More
Advisors must exhibit a professional approach to dealing with the investors. Read More
Last but not the least, as they say, the test of the pudding is in the eating. Read More