Investment Adviser- Do you think that he gives only Investment Advice?
Investment Adviser means he gives only Investment Advice. This is the perception among most people. But the truth is He gives advice beyond investments. What Most People think about Investment Adviser… When some body asks me about my occupation. I will tell them that I am a SEBI Registered Investment Adviser. But Most People immediately will ask me this question frequently i.e are you Insurance Agent or Mutual Fund Agent etc. Some People thinks that they have to meet Investment Advisers when they have money in the hand to invest. But the thinking of above category of people is completely …
Financial Planning_ Why it will fail if you listen to Society?
Yes, It is true your financial Planning will fail if you listen to society. Recently I got a call from an I.T employee who already took financial planning from an other Sebi Registered Investment Adviser. Why he contacted me for me? He called me for a 2nd opinion over his “House Planning“. Moreover, He thinks that his Investment Adviser allowing him to buy a house. His adviser advised him not to buy a house till his retirement. But people around this I.T employee and his family members are asking him frequently that when he will buy a house. Why this …