How to Choose the Right Financial Advisory Company
Not every financial advisory company is the same. Some are product sellers. Others are planners. The right one helps you plan, protect, and grow, without bias.
Look for firms that are SEBI-registered, fee-only (or fee-based), and transparent in how they earn. Avoid ones that push products without understanding your needs.
A good advisory company prioritizes your life goals over commissions. They review your financial health regularly and adjust strategy when life changes job switch, marriage, kids, or emergencies.
Ask: Do they listen? Do they simplify? Do they stay with you long-term? The answers define the value they’ll deliver.
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