From the Diary of a Redeemed Agent
Back when I was a mutual fund distributor and an insurance agent, I used to write about my experiences in a blog 'An Idealist Professional'. Theme Frugal compiled some my…
Why good quality financial advise does not scale
Published in freefincal.com in January 2023 There is more to financial planning than collecting data from clients and sending them financial plan documents. This article discusses different steps involved in…
Should Mutual Fund Distributors become SEBI Registered Investment Advisors?
Published in freefincal.com in May 2019 The increasing popularity of direct plans and falling commission is making mutual fund distributors vulnerable in India. SEBI’s push for fee-only advice is adding…
Looking for a fee-only financial planner? Here is a list of questions to ask before you sign up
Published in freefincal.com in October 2018 If you are looking for someone to advise you on money management, then you should sign up with a fee-only financial planner – an investment…