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How often should you meet your advisorJaideep Parekh, Panam Shares & Services, Pune

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Key Take-Aways
  • In the first year, meet with your advisor once a quarter to build comfort level with them as well as the market. In second year, once in 6 months and from third year onwards, once a year.

  • If you want to redeem, better to talk to your advisor to find out if there are other options before taking the final call.

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Comments Posted
MOHSIN BIJEPURI ARN NO :33913 Chennai, 11 Feb 2020

Takeaways: Advice to client to keep watching Aastha & not move to CNBC

Aleshi ARN NO :Aleshi Bangalore, 04 Jan 2020

In first meeting ,we communicate same thing, to clients .and practice From last 8-9 yrs ,

Nijagunaprabhu S Kongi ARN NO :48614 waytogain Investment con Dharwad, 04 Jan 2020

Ya its perfect practice..I am also practice this..

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