How to Choose the Right Investment Planner?

When choosing an investment planner, seek those with Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) and SEBI-Registered Investment Advisor (RIA) certificates. These indicate a strong foundation in investment strategy and a commitment to ethical practices.

Planners utilise three different fee payment methods: they may bill for their services directly, they obtain their fees based on managed investment assets, or they might operate on commission structures. Organisations that show their fees transparently protect clients from hidden agendas and provide reliable services according to cost.

Select a planner whose main concern is your interests, since they must not be focused on specific product sales or hidden commission income.

The planner should demonstrate excellent communication skills through open availability as well as proactive behaviour with the capability to clarify complicated matters in basic language.

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