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In this DIY era, why look for a financial advisor ?Harish Rao, Simple Equation, Bengaluru

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Key Take-Aways
  • DIY looks easy to do as there is plenty of information available. However, a financial advisor is an expert and knows better what investors might need and has lot more experience navigating the markets.

  • A good financial advisor can really take care of investor's finances and that allows them to follow on their career, aspirations and goals.

  • Financial advisors give investors a second opinion on their finances that tells them where they are falling behind.

  • Traits to look for a good financial advisor: 1. Have they been referred by someone? 2. Have they shown integrity and proved to be trustworthy? 3. Are they competent?

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