Sunday, August 3, 2008

Questions to ask your financial planner

I wonder when we will have financial planners in large numbers in India. More often than not, we are accosted by Insurance agents, Mutual Funds advisors, Brokers, etc. Very few holistic planners, really

How do you unearth the hidden identity behind your "Friendly Financial Advisor" ? We are not used to asking direct and uncomfortable questions. But if you are one who could ask, here are the questions. To other soft people, they can try to ask through some indirect questions. The direct questions could be:

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