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Thread: What qualities should we look for in a financial planner in India?

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    What qualities should we look for in a financial planner in India?

    Financial planning is a task which requires huge experience, in-depth knowledge and thorough market research. To frame a sound financial plan, the above mentioned ingredients are a must. Also, financial planning is not a layman’s job. So, one has to shift the onus of financial planning to a professional financial Consultant. A good financial planner is the one who holds special place in the hearts of his clients. He should be trustworthy and clients can lay their faith in him. For this, his advice should be logical and genuine. And to gain valuable trust of the clients, he should go an extra mile to fulfill his duties in the right manner.

  2. #2
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    Putting the client and their goals first.
    Transparency of charges.
    Technical knowledge.
    Listening to what the client is saying (explicitly and implicitly).
    Long term, relationship driven. Not short term, sales driven.
    Independent/Unbiased advice.

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