How to Selecting a Financial Advisor?
1. Understanding your needs
First understand what you want out of a Financial Advisor.
Different investors have different preferences - Risk Tolerance, Time Horizon,
Return Expectations etc
2. Talk to others
one
of the best ways to find potential planners is by asking others. Referrals are
recommended.
3. Have a meeting
Its
required to understand what is on offer and what you want.
4. Compensation
Understand
the charges that you have to pay. Quality advice can not be free.
5. Become comfortable
It may require you to meet your advisor
2017
Wed, Sep 20
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