SEBI Registered investment advisor fee models in India

 



The various fee models being adopted by sebi registered investment advisor india sebi registered investment advisor india Advisors are – Percentage on AUA (Assets Under Advice), Some charge Fixed fees with Limited advice, and some Full service under the fixed fee model. 

Comments

Post a Comment

Popular posts from this blog

Services offered by certified financial planners in Chandigarh

Image
  Certified Financial Planners in Chandigarh   offer a wide range of services to cater to the diverse financial needs of individuals and businesses. These services are designed to provide comprehensive financial planning solutions that align with their clients' goals and aspirations. Here are some common services offered by certified financial planners in Chandigarh: Investment Planning : Certified financial planners help their clients develop investment strategies that align with their financial goals and risk tolerance. They analyze various investment options, such as stocks, bonds, mutual funds, and real estate, to create a diversified portfolio that maximizes returns while managing risk. Retirement Planning : Planning for retirement is a critical aspect of financial planning. Certified financial planners assist their clients in determining how much they need to save for retirement, selecting the right retirement accounts, and developing strategies to ensure a comfortable r...
Read more

How to choose the best online financial planner in India

Image
  Choosing the best online financial planner in India can be a daunting task, given the numerous options available. However, by considering the following factors, you can make an informed decision and select the platform that best meets your needs: Reputation and track record: Start by researching the reputation and track record of the online financial planner. Look for reviews, testimonials, and ratings from other users to get a sense of their experience with the platform. You can also check if the platform has received any industry awards or recognition for its services. Security measures: Since you will be entrusting your financial information to the online financial planner, it's crucial to ensure that they have robust security measures in place. Look for platforms that use encryption technology to protect your data and have multi-factor authentication to prevent unauthorized access. Additionally, check if the platform is regulated by relevant financial authorities to ensure co...
Read more

Features to Look for in the Best Online Financial Planning Service

Image
  Tax Planners important feature to consider is the availability of comprehensive  Online financial planning service in India . Look for services that cover a wide range of areas, such as investment advisory, tax planning, insurance solutions, estate planning, and retirement planning. This ensures that all aspects of your financial life are taken into account, helping you create a holistic plan that maximizes growth and minimizes risks.
Read more