10 Point Checklist on How to choose a Financial Advisor!

Need financial peace?


When it comes to a big purchase, we analyse the situation thoroughly. For example, if you need to buy a phone, you make sure it fits your needs, check on durability, features, you get the best deal possible, etc.

When you plan a vacation, you try to maximise your choices to get the best deal possible without compromising on quality.

What about the basis of all your expenses? The FOUNDATION of all of this is simple: MONEY.

Don’t you think you need an expert on the same to guide you? Choosing the right financial advisor makes a tremendous impact on your present and future finances. CHOOSE WISELY. BUT HOW?

Like Rumi rightly says, ‘what you seek is seeking you‘.

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Written & Published by:
Prashanth Prabhu, Founder & Principal Investment Adviser – 29k Group

Published by:
Shweta Gaba, Consultant – 29k Investment Advisers Pvt. Ltd.