Why do you really need an investment advisor? Let’s talk about mutual funds. In the era of ET Money, PayTM where you can invest on the go with a single click, do you really need a piece of expert advice? No, you don’t unless you are willing to carry out research on your own of at least 2500+ mutual fund schemes offered by 44 fund houses in India. An ideal investment advisor won’t recommend a mutual fund scheme just because he has the distribution license with him or which earns him the highest commission. An investment advisor should have carried out a full-fledged research showing the rationale to invest in the scheme. Anyway, you should always ask your investment advisor about his research in terms of: Legacy of the mutual fund company Background, history of the fund manager O bjectives of the mutual fund scheme The risk profile of the mutual fund scheme (Always remember – you can control the risk but not the returns) R eturns of the mutual fund the s...
Our amazing capacity to do good for people who trust us (and for their heirs), and our ability to integrate investments into a total financial plan, these are the essence of the wonderful profession we've chosen. And perhaps the most important thing is: you'll never have to worry anymore.