A few days ago, I met a friend of mine who is an avid investor. He told me about the first wrong decision that he took while venturing into the business of investments. When he was young and just starting out, he bought a medical insurance from the bank that he had a savings account with, and it was a decision he regrets. His brother had to be hospitalized, and the insurance department took too long to process his application. Since he didn’t have enough money, his brother had to be treated at a very ordinary nursing home.
That’s when the friend told me that you need to consult the right person before investing money. And the only right one to consult when you want to invest money would be a financial advisor service Gurgaon. Choosing the right financial advisor can make all the difference. For instance, you might have often heard people complaining about having invested with a fraud and thereby having lost a lot of money. And on the other hand, you might have a few prosperous friends who do not disclose about their sources of income. In reality, the latter ones are people who know how difficult it is to find the perfect advisor, and therefore keep mum.
To ensure that you are among the ‘latter’ ones who are prosperous, here are some ways to choose a financial advisory service Gurgaon like a pro –
• Designation: Reportedly, there are 20 different kinds of designations that can qualify an individual as a financial advisor. You can know about these designations on the website of organizations that govern financial advisors. For your help, some of the designations include CPA, CFA, CFP, ChFC, CEBC, RHU, CPCU, EA etc.
• Market reputation: Reputation is everything that a financial advisor has. If his previous clients are dissatisfied, they will write about it publicly and tell everyone who will ask them. Someone who has been around since long and still has many clients in his kitty might charge more than a just out of college graduate with little experience, but it will definitely be worth it.
To ensure that you are among the ‘latter’ ones who are prosperous, here are some ways to choose a financial advisory service Gurgaon like a pro –
• Designation: Reportedly, there are 20 different kinds of designations that can qualify an individual as a financial advisor. You can know about these designations on the website of organizations that govern financial advisors. For your help, some of the designations include CPA, CFA, CFP, ChFC, CEBC, RHU, CPCU, EA etc.• Market reputation: Reputation is everything that a financial advisor has. If his previous clients are dissatisfied, they will write about it publicly and tell everyone who will ask them. Someone who has been around since long and still has many clients in his kitty might charge more than a just out of college graduate with little experience, but it will definitely be worth it.
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