Take this Quiz to ascertain whether we are the Right Advisors for You.
Choosing a financial advisor is as much of a task as juggling with various financial responsibilities and choosing from a maze of complicated investment products. Then, there are the market mavens, who proclaim themselves as financial advisors like the next-door insurance agent, the over friendly bank relationship manager, the know it all broker/distributor in the neighbourhood, etc. The line of distinction between selling and professional advice thus gets blurred.
How do you differentiate? What kind of expectations do you have while engaging a financial advisor? Out of the following list, choose the 3 important aspects of engaging with a financial advisor which matter the most to you. This will help you set the right expectations. This quiz will also enable you to ascertain whether our line of thoughts on managing personal finance match and if we are the right fit for you.
What qualities do you look for in your advisor?
Following is the list of characteristics most people seek when looking for an advisor. Out of these, select the 3 most important to you.