Financial Advisor

Before you trust anyone with your money, make sure they’re registered with the Securities and Exchange Board of India (Sebi).

Behind the curtain: Know how your financial advisor makes money

Many advisors use a combination of compensation methods. They might earn commissions on some products while charging fees for others. This hybrid approach aims to strike a balance between traditional sales-based models and fee-based models, offering a range of services to clients.

How to select a good financial advisor | Simply Save

Investment advisors are well-qualified to analyse the financial conditions of clients and recommend investment opportunities. Moneycontrol spoke to Suresh Sadagopan, a SEBI-registered investment advisor, to discuss the role of an investment advisor. He also talked about how to select a good advisor and the impact of recent regulations on investment advisors. Listen in.

ChatGPT lacks human touch, won’t be able to replace financial advisors

In case of emergencies, people can provide a helping hand more easily than an AI bot. Financial advisors can guide you at every hour of the day, so leave your financial problems to them rather than a chatbot.

Is Google a good financial advisor?

Everyone has Google on their phones, computers, desktops and laptops. And it flashes information in a matter of seconds. But there is a difference between a ‘search’ and ‘research’. Google is a treasure trove of information. But who decides if the information is in your best interests?

Quiz financial advisors to zero in on the right investment guide

The more you know your advisor, the better it is for you

Future Wise podcast | Beware financial advisers! Reskill, or robots could take your job

Moneycontrol's M Saraswathy talks to R Venkataraman, Managing Director, IIFL Securities to get an understanding of how to become a successful financial advisor.

Opinion | How financial advisors should deal with client behaviour in a bear market

Clients sometimes hold the financial advisor accountable for decisions he had not advised or taken, but merely facilitated for a fee. The fee was being used as a weapon of taunt.

Financial advice from an elder sister to a younger sibling

The following article is an initiative of HDFC Life and is intended to create awareness among the users.

Meeting a financial planner for first time? Here is a checklist

Visiting a financial planner, for the first time, is not something that is easily achieved.

How to choose a financial advisor?

The extent of value addition that an expert advisor adds to a client‘s financial life goes beyond just suggesting investments towards various financial goals.

Financial Advisor Awards: Honouring financial advisors in India

In today's financial landscape where investors face turbulent market conditions, the role of a financial advisor has become extremely critical. UTI Mutual Fund and CNBC-TV18 come together to honour and facilitate these individuals and institutions that work behind the scenes to ensure wealth creation.

Long-term investors should wait for better prices to enter: Pros

Market expert, Anand Tandon, says longer-terms investors need to book profits and wait for better price to enter the market again.

Financial Advisor Awards: The journey so far

Financial Advisor Awards are one of India‘s most prominent award ceremonies that celebrate the efforts of financial advisors across the country.

GOQii raises $13.4 mn from NEA, others

The Series A funding also saw participation from Great Wall Club (GWC), DSG Consumer Partners, Ilkka Paananen (CEO & Co-founder of Finnish gaming startup Supercell) and angel investor Pravin Gandhi, GOQii said in a statement.

Australia mine proj: Adani, Standard Chartered severe ties

The development puts the Carmichael coal mine project in Queensland into further doubt. Commonwealth Bank, Australia's largest lender, quit its role as financial adviser last week.

What defines a good financial advisor?

Check the qualifications of the advisor, the quality of service, the time spent, his confidence, his approach to the planning process and his level of frankness when dealing with your finances. Do reference checks.

Why MF dividend gets reinvested instead of reaching you

In some cases the dividend announced on an investment in mutual fund does not comply with the norm of minimum dividend amount, which can be paid out. Hence even if one chooses to invest in dividend payout option, the dividend is reinvested in the same scheme.

Tax: Losing out on short term capital assets

Long term capital gains are more tax-friendly - in listed equity there is no tax on it where as in case of bonds and property, one can enjoy indexation benefit.

Five traits of a poor financial advisor

If you come across these traits while dealing with an advisor, it is the time to search for a new one.

Don't give up on gold, time to stay put

Commodities such as gold typically have long cycles, unlike equity or debt where there may be quick rallies and correction. One must stay put in gold when there is nothing happening so that he benefits when there is a sudden jump in gold prices.

Taxability of pension receipts puts burden on retirees

Pension is added to the other income of the recipient and there is not much that can be done to reduce the tax liability.

Financial Advisor Forum: Platform to devise growth strategy

This forum at New Delhi is actually a part of the four city tour. Financial Advisor Forum is a unique platform for mutual fund advisors to engage with industry experts to thrash out and develop a strategy for growth.

Reliance Vision Fund: Inconsistent player, don't invest now

Arnav Pandya recommends on not investing in the fund due to inconsistent performance.

Mirae Asset Emerging Bluechip: Good for midcap exposure

Financial Advisor Arnav Pandya recommends investing in the fund for investors looking for an exposure to midcaps.