TFIPOST हिन्दी
TFIPOST Global
Tfipost.com
Tfipost.com
No Result
View All Result
  • Premium
  • Politics
    • All
    • Analysis
    • Opinions
    • Trending
    ‘Truth of the Iron Lady’: BJP MP Nishikant Dubey Alleges 1968 Rann of Kutch Territorial Concession to Pakistan

    ‘Truth of the Iron Lady’: Nishikant Dubey Alleges 1968 Rann of Kutch Territorial Concession to Pakistan

    Prime Minister Modi to Chair Key NITI Aayog Meeting Amid Push for Viksit Bharat by 2047

    Prime Minister Modi to Chair Key NITI Aayog Meeting Amid Push for Viksit Bharat by 2047

    PM Narendra Modi with Armed Forces Personnel after 'Operation Sindoor',

    Terrorism Will be Met With Fire: Operation Sindoor Establishes New Indian Doctrine

    Lahore ATC Denies IndiGo Flight Entry into Pakistani Airspace Amid Hailstorm Emergency

    Lahore ATC Denies IndiGo Flight Entry into Pakistani Airspace Amid Hailstorm Emergency

    • Analysis
    • Opinions
    • Trending
  • Economy
    • All
    • Business
    • Economy1
    • Finance
    Prime Minister Modi to Chair Key NITI Aayog Meeting Amid Push for Viksit Bharat by 2047

    Prime Minister Modi to Chair Key NITI Aayog Meeting Amid Push for Viksit Bharat by 2047

    International Monetary Fund (IMF).

    IMF Defends $1 Billion Bailout to Pakistan Amid India’s Concerns Over Terror Funding

    The Silent Revolution: How Quantum AI Is Rewriting Cybersecurity, Finance, and Warfare

    The Silent Revolution: How Quantum AI Is Rewriting Cybersecurity, Finance, and Warfare

    Designing For Impact: Create Exceptional Small Businesses Marketing Materials

    Designing For Impact: Create Exceptional Small Businesses Marketing Materials

    • Business
    • Finance
  • Defense
    • All
    • Defence
    • Strategy
    • Weaponry
    PM Narendra Modi with Armed Forces Personnel after 'Operation Sindoor',

    Terrorism Will be Met With Fire: Operation Sindoor Establishes New Indian Doctrine

    Operation Sindoor sparked panic in Pakistan army, intercept reveals commander abandoned post

    Operation Sindoor sparked panic in Pakistan army, intercept reveals commander abandoned post

    Jammu: Two terrorists killed, soldier injured in ongoing encounter in Jammu & Kashmir

    Jammu: Two terrorists killed, soldier injured in ongoing encounter in Jammu & Kashmir

    Why the PMO Must Take the Cockpit of India’s Jet Program?

    Why the PMO Must Take the Cockpit of India’s Jet Program?

    • Defence
    • Strategy
    • Weaponry
  • Geopolitics
    • All
    • Africa
    • Americas
    • Asia Pacific
    • Europe
    • South Asia
    • West Asia
    Pakistan global epicentre of terrorism, hiding its own gross failings: MEA on Balochistan attack accusation

    Pakistan global epicentre of terrorism, hiding its own gross failings: MEA on Balochistan attack accusation

    UNSC

    While UNSC Talks Oceans, Pakistan Wades into Rivers: Absurd Diplomacy at Play

    European Union

    European Union : The Colonial Karma Strikes Back

    Operation Sindoor still on: India neutralises Pakistan’s Chinese-made HQ9 Air Defence System in Lahore

    Operation Sindoor still on: India neutralises Pakistan’s Chinese-made HQ9 Air Defence System in Lahore

    • Africa
    • Americas
    • Asia Pacific
    • Europe
    • South Asia
    • West Asia
  • Knowledge
    • All
    • Culture
    • Education
    • History
    • Indology
    How to Decide Between Amity and Manipal for Your Online MBA Journey

    How to Decide Between Amity and Manipal for Your Online MBA Journey

    Mughals, Delhi Sultans Out, Fresh Chapters on Indian Rulers, Mahakumbh Introduced: NCERT revises Class 7 books

    Mughals, Delhi Sultans Out, Fresh Chapters on Indian Rulers, Mahakumbh Introduced: NCERT revises Class 7 books

    Role of Consultants to Study in Ireland: How to Choose the Right One?

    Role of Consultants to Study in Ireland: How to Choose the Right One?

    The Complete Guide to Education Loan Interest Rates in 2025

    The Complete Guide to Education Loan Interest Rates in 2025

    • Culture
    • History
    • Indology
  • Law
  • Lounge
    • All
    • Books
    • Cinema
    • Entertainment
    • Food
    • Games
    • Health
    • Lifestyle
    • Satire
    • Sports
    • technology
    • Travel
    1win कैसीनो गेम्स: जब दांव से पहले रिवाज़ बन जाते हैं आदत और खेल का हिस्सा

    1win कैसीनो गेम्स: जब दांव से पहले रिवाज़ बन जाते हैं आदत और खेल का हिस्सा

    ১win: একটি অনলাইন প্ল্যাটফর্ম যেখান থেকে শুরু হয় বেটিং-এর নতুন অধ্যায়

    ১win: একটি অনলাইন প্ল্যাটফর্ম যেখান থেকে শুরু হয় বেটিং-এর নতুন অধ্যায়

    The Future of Online Gaming and Gambling in India Hinges on Supreme Court Ruling

    The Future of Online Gaming and Gambling in India Hinges on Supreme Court Ruling

    Erectile Dysfunction: Separating Fact from Fiction Before You See That Sexologist Doctor in Bangalore

    Erectile Dysfunction: Separating Fact from Fiction Before You See That Sexologist Doctor in Bangalore

    • Books
    • Cinema
    • Food
    • Health
    • Sports
    • technology
    • Travel
    • Satire
Tfipost.com
  • Premium
  • Politics
    • All
    • Analysis
    • Opinions
    • Trending
    ‘Truth of the Iron Lady’: BJP MP Nishikant Dubey Alleges 1968 Rann of Kutch Territorial Concession to Pakistan

    ‘Truth of the Iron Lady’: Nishikant Dubey Alleges 1968 Rann of Kutch Territorial Concession to Pakistan

    Prime Minister Modi to Chair Key NITI Aayog Meeting Amid Push for Viksit Bharat by 2047

    Prime Minister Modi to Chair Key NITI Aayog Meeting Amid Push for Viksit Bharat by 2047

    PM Narendra Modi with Armed Forces Personnel after 'Operation Sindoor',

    Terrorism Will be Met With Fire: Operation Sindoor Establishes New Indian Doctrine

    Lahore ATC Denies IndiGo Flight Entry into Pakistani Airspace Amid Hailstorm Emergency

    Lahore ATC Denies IndiGo Flight Entry into Pakistani Airspace Amid Hailstorm Emergency

    • Analysis
    • Opinions
    • Trending
  • Economy
    • All
    • Business
    • Economy1
    • Finance
    Prime Minister Modi to Chair Key NITI Aayog Meeting Amid Push for Viksit Bharat by 2047

    Prime Minister Modi to Chair Key NITI Aayog Meeting Amid Push for Viksit Bharat by 2047

    International Monetary Fund (IMF).

    IMF Defends $1 Billion Bailout to Pakistan Amid India’s Concerns Over Terror Funding

    The Silent Revolution: How Quantum AI Is Rewriting Cybersecurity, Finance, and Warfare

    The Silent Revolution: How Quantum AI Is Rewriting Cybersecurity, Finance, and Warfare

    Designing For Impact: Create Exceptional Small Businesses Marketing Materials

    Designing For Impact: Create Exceptional Small Businesses Marketing Materials

    • Business
    • Finance
  • Defense
    • All
    • Defence
    • Strategy
    • Weaponry
    PM Narendra Modi with Armed Forces Personnel after 'Operation Sindoor',

    Terrorism Will be Met With Fire: Operation Sindoor Establishes New Indian Doctrine

    Operation Sindoor sparked panic in Pakistan army, intercept reveals commander abandoned post

    Operation Sindoor sparked panic in Pakistan army, intercept reveals commander abandoned post

    Jammu: Two terrorists killed, soldier injured in ongoing encounter in Jammu & Kashmir

    Jammu: Two terrorists killed, soldier injured in ongoing encounter in Jammu & Kashmir

    Why the PMO Must Take the Cockpit of India’s Jet Program?

    Why the PMO Must Take the Cockpit of India’s Jet Program?

    • Defence
    • Strategy
    • Weaponry
  • Geopolitics
    • All
    • Africa
    • Americas
    • Asia Pacific
    • Europe
    • South Asia
    • West Asia
    Pakistan global epicentre of terrorism, hiding its own gross failings: MEA on Balochistan attack accusation

    Pakistan global epicentre of terrorism, hiding its own gross failings: MEA on Balochistan attack accusation

    UNSC

    While UNSC Talks Oceans, Pakistan Wades into Rivers: Absurd Diplomacy at Play

    European Union

    European Union : The Colonial Karma Strikes Back

    Operation Sindoor still on: India neutralises Pakistan’s Chinese-made HQ9 Air Defence System in Lahore

    Operation Sindoor still on: India neutralises Pakistan’s Chinese-made HQ9 Air Defence System in Lahore

    • Africa
    • Americas
    • Asia Pacific
    • Europe
    • South Asia
    • West Asia
  • Knowledge
    • All
    • Culture
    • Education
    • History
    • Indology
    How to Decide Between Amity and Manipal for Your Online MBA Journey

    How to Decide Between Amity and Manipal for Your Online MBA Journey

    Mughals, Delhi Sultans Out, Fresh Chapters on Indian Rulers, Mahakumbh Introduced: NCERT revises Class 7 books

    Mughals, Delhi Sultans Out, Fresh Chapters on Indian Rulers, Mahakumbh Introduced: NCERT revises Class 7 books

    Role of Consultants to Study in Ireland: How to Choose the Right One?

    Role of Consultants to Study in Ireland: How to Choose the Right One?

    The Complete Guide to Education Loan Interest Rates in 2025

    The Complete Guide to Education Loan Interest Rates in 2025

    • Culture
    • History
    • Indology
  • Law
  • Lounge
    • All
    • Books
    • Cinema
    • Entertainment
    • Food
    • Games
    • Health
    • Lifestyle
    • Satire
    • Sports
    • technology
    • Travel
    1win कैसीनो गेम्स: जब दांव से पहले रिवाज़ बन जाते हैं आदत और खेल का हिस्सा

    1win कैसीनो गेम्स: जब दांव से पहले रिवाज़ बन जाते हैं आदत और खेल का हिस्सा

    ১win: একটি অনলাইন প্ল্যাটফর্ম যেখান থেকে শুরু হয় বেটিং-এর নতুন অধ্যায়

    ১win: একটি অনলাইন প্ল্যাটফর্ম যেখান থেকে শুরু হয় বেটিং-এর নতুন অধ্যায়

    The Future of Online Gaming and Gambling in India Hinges on Supreme Court Ruling

    The Future of Online Gaming and Gambling in India Hinges on Supreme Court Ruling

    Erectile Dysfunction: Separating Fact from Fiction Before You See That Sexologist Doctor in Bangalore

    Erectile Dysfunction: Separating Fact from Fiction Before You See That Sexologist Doctor in Bangalore

    • Books
    • Cinema
    • Food
    • Health
    • Sports
    • technology
    • Travel
    • Satire
No Result
View All Result
Tfipost.com
Tfipost.com
No Result
View All Result
  • Premium
  • Politics
  • Economy
  • Defense
  • Geopolitics
  • Knowledge
  • Law
  • Lounge

6 Tricks to Identify a Trustworthy Financial Advisor

Mahima Kalra by Mahima Kalra
25 January 2018
in Economy
advisor
Share on FacebookShare on X

Financial advisors help clients plan for their short and long-term financial goals. So, if your goal is to buy your dream home, pay for your children’s education, plan for taxes, or plan for a peaceful retirement life, financial advisors are the experts that you should be looking for.

However, finding the right advisor is a crucial decision since they are handling your income and savings. You will always want a reliable advisor that can offer objective advice for your specific investment needs. Furthermore, if you’re going to have a qualified professional who has a vast experience dealing with your type of situation, it is essential that you find a trustworthy individual.

RelatedPosts

No Content Available
Load More

Consider the following tricks to identify a credible advisor: 

1.) Do a Background and Experience Check

Finding out how your advisor has carried out his work over the past several years can help you know if his strategies and risk tolerances fit well with yours.

Here you want to know that your prospective advisor already has several years of experience under his belt and has worked through market ups and downs.

2.) Inquire About Compensation

Understanding how your advisor will be paid will allow you to compare him with others that you may interview. Remember that financial advisors are compensated in three ways:

  • Fee-only: These types of advisors will charge you an annual or hourly fee for the suggested advice
  • Commission-only: These types of advisors will not charge you a fee, instead they will receive income from the products they sell
  • Fee/commission: These advisors charge a smaller fee for their services and collect commission from the products they sell In a nutshell, you typically want to avoid commission-based advisors as they may try to push a specific plan if they’re getting a cut of that revenue. If you are just starting out your investment, then an advisor who charges by the hour could be the best fit. These advisors are best when your needs are relatively simple. Such advisors usually take care of your finances in the right way.

3.) Know his Investment Philosophy

Asking the advisor about his investment philosophy is the right thing to do even if you are not sure of your own investment strategies and philosophies. Your potential advisor should be able to explain what he considers to be important while making an investment decision. Based on his answer, you will either find yourself nodding your head or thinking it’s time to move on to another candidate. If the answer is unclear to you, ask for clarification.

4.) Understand his Area of Expertise

You will find that some advisors are more efficient for giving investment advice to young investors who want to build their nest-egg. Others may be more active in helping clients in retirement planning. For a person who will be retiring soon, an advisor  who is more focused toward assisting young professionals will not be an ideal match. This is just like going to a dentist for a broken wrist. So, identify the financial advisor who specialises in your needs.

5.) Ask Him to Show some Sample Portfolios

Looking at the sample portfolios, you will understand how your advisor will recommend you the asset allocation and handle volatility. If your advisor hesitates to give you the samples and instead tries to reassure you that all his portfolios are balanced ones, it’s better to give him a pass. Remember that a trustworthy financial advisor will proudly present you his sample portfolios without flinching for a second.

6.) Ask for References

Try to get a list of recent clients who he has counselled for at least two years. It is better to contact these clients and ask them about their satisfaction with the financial services and their personal view of the advisor. Also, ask them about their investment returns from being associated with that advisor.

Conclusion:

In the end, advisors should promise you good advice across a range of issues, not just investments. He must be the one who considers your risk appetite and time horizon instead of just bragging about his ability to help you achieve your goals.

Make sure that while hiring, you review your decision maximum times, as hiring an advisor is not the same thing as hiring a plumber. At the end of the day, your advisor will be the person you turn for financial guidance through various stages of your life.

Tags: Financial Advisors
Share1948TweetSend
Previous Post

Padmaavat Review: A Great Climax Makes up for an otherwise Average Movie

Next Post

Why PM Modi should stick to his original Goal of Congress Mukt Bharat

Related Posts

Prime Minister Modi to Chair Key NITI Aayog Meeting Amid Push for Viksit Bharat by 2047
Economy

Prime Minister Modi to Chair Key NITI Aayog Meeting Amid Push for Viksit Bharat by 2047

24 May 2025

Prime Minister Narendra Modi will chair a high-level meeting of the NITI Aayog Governing Council this Saturday at Bharat...

International Monetary Fund (IMF).
Economy

IMF Defends $1 Billion Bailout to Pakistan Amid India’s Concerns Over Terror Funding

23 May 2025

The International Monetary Fund (IMF) has defended its recent $1 billion (over Rs 8,000 crore) disbursement to Pakistan, affirming...

The Silent Revolution: How Quantum AI Is Rewriting Cybersecurity, Finance, and Warfare
Finance

The Silent Revolution: How Quantum AI Is Rewriting Cybersecurity, Finance, and Warfare

14 May 2025

Some revolutions come with flags and fireworks. Others unfold in lab coats and cold server rooms. Quantum AI belongs...

Load More

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

I agree to the Terms of use and Privacy Policy.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Currently Playing

Pakistan needs money from IMF to feed their people

Pakistan needs money from IMF to feed their people

00:15:20

Vacate PoK and more: Steps Pakistan needs to take to avoid Indian military action

00:06:36

Taking The Wire’s Propaganda Piece on VP to the Cleaners – Feat. Prof. Kapil Kumar

00:09:19

Rahul Gandhi Undermines India’s Electoral Integrity as Trump Applauds It

00:07:09

Why Pakistan army chief reminds two nation theory| what is the plan| Waqf Bill |Asim Munir| Jinnah

00:13:02
Facebook Twitter Instagram Youtube
tfipostTfipost.com
Right Wing | News Analysis | Indian Opinion
  • About us
  • Careers
  • Brand Partnerships
  • Terms of use
  • Privacy Policy
  • Sitemap

©2025 TFI Media Private Limited

No Result
View All Result
  • Premium
  • Politics
    • Analysis
    • Opinions
    • Trending
  • Economy
    • Business
    • Finance
  • Defense
    • Defence
    • Strategy
    • Weaponry
  • Geopolitics
    • Africa
    • Americas
    • Asia Pacific
    • Europe
    • South Asia
    • West Asia
  • Knowledge
    • Culture
    • History
    • Indology
  • Law
  • Lounge
    • Books
    • Cinema
    • Food
    • Health
    • Sports
    • technology
    • Travel
    • Satire
TFIPOST हिन्दी
TFIPOST Global

©2025 TFI Media Private Limited