There wasn’t any Fee-Only-India (FOI), and I wasn’t a SEBI Registered Investment Adviser (RIA) when I attended the first FOI meeting in Mumbai in September 2017. My Investment Adviser application…
In May/June 2023, Freefincal ran an anonymous survey for clients of fee-only advisors. 115 of my clients participated in this survey. I wrote a letter to my clients responding to…
1. My first question is that you are a personal finance advisor. Why personal finance advisory is important at the present time? Money management is a necessary life skill especially…
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…
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…