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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The expertise to recommend and implement an investment plan.
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The execution skill to get an investment plan operationalised.
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The ability to monitor the portfolio.
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The ability to generate tax records and provide tax planning advice.
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Sixth is the management of risk and events.
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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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Advisors must exhibit a professional approach to dealing with the investors.
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