Why do you need an Advisor?
The “7” benefits a professional adviser brings to you.
Successful people and want to be successful people will always get experts opinion in all their decisions. it is imperative to have a financial adviser to manage your finances. To travel through the complex world of wealth management, one requires highly specialized knowledge, which you get in a good Financial Adviser. – INTELLI360 ADVISORY TEAM– Intelli360 Advisory Team
Your adviser must be registered with SEBI as an “Investment Adviser” and have a valid license from SEBI or financial recognized institution. This makes sure that the Adviser has the wit, the Systems, the Risk Management Processes and the experience to deliver professional services to clients.
The adviser works in a fiduciary capacity, keeping your interests ahead of his own interest. Trust, performance & professionalism is the basis of a fiduciary relationship.
An adviser should understand your requirements and suggest products suitable to you and explain justification for selecting the product. The Adviser should have the system and the processes to assess your risk, suitability for your unique situation and take actions accordingly.
Check if there is a Non-disclosure agreement to create accountability between yourself and your professional adviser.
An adviser should have a team of smart and experienced professionals to manage your personal finances and investment portfolio
An adviser should not be dependent on high commission products being sold to his clients and preferably be charging a fee to his clients. This creates credibility and ensures your adviser works for you and not for the product manufacturer. The adviser has to disclose all the fees earned on your account.