Finding a Top Notch Financial Planner Gurgaon!

A lot of people argue that in this age of internet where every bit of information is easily available, you don’t need advisors. While it is true that you can readily access information on the internet, truth is that you cannot substitute the role of a planner Gurgaon. We will give you two reasons for the same –

• Firstly, not everyone is in the same financial situation. You’ll rarely find two people facing the exact same situation. While your situation might be similar to someone staying across the country, his advice on an internet forum will be of little use to you. You’ve to look at your own lifestyle and plan out your investments that will best suit you.


• Secondly, the internet is a pretty bad place to ask for advice because these days, salesmen from financial firms are trying to sell their policies. They’ll first act as if they are listening to your problem, and then try to sell the policies of the organization they are working for. What you’re looking for is a financial advisor Gurgaon, not a salesman! There’s a difference. Now that you know financial planners are really important, you’ll look for one either now or at some point of time later in life. Selecting a financial planner requires careful evaluation because you will be entrusting a lot of responsibilities and all your hard earned money on someone you don’t know. That’s why it is better to know about financial planners Gurgaon in and out before you take a decision. Let’s see some of the best ways to evaluate financial planners.


• Mode of compensation: Every financial planner has a different mode of compensation. While some will charge you hourly for their advice, some might charge a flat monthly payment regardless of the advice they offer. There are some others who will charge a percentage of commission out of the profits you reap because of the investments they do on your behalf. Every type of compensation has its merits and demerits. Select the one you can afford.


• Qualification: Qualification is a necessity. There are so called ‘financial advisors’ roaming out there who might not even know a thing or two about financial planning. You should avoid such people and go for planners who are genuinely qualified and hold a degree, diploma, or certification in financial planning. Look out for people who have done their CFP exam (Certified financial planner). You might want to ask additional questions such as their experience, which types of investments do they specialize in, and whether they work for a particular financial organization or operate individually. You should ask as many questions as possible as it will give you a better picture of what they can offer you.

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Finding a Top Notch Financial Planner Gurgaon!