What is the financial planners' way of doing financial planning?

Ask your financial advisor about the type of clients to work with. Some financial planners like to create one financial plan including all financial goals. Other financial planners provide financial advice on specific areas. Make sure your financial advisor provides you with the service need. There are financial planners who ask your net-worth to provide their financial services. The best way of doing financial planning is to provide advice which will help clients.

What are the services your Investment Planners offer?

Most financial planners in India offer commission-based financial services. To provide investment advice only, an advisor needs to have a SEBI license. Investment Planners provide holistic financial planning through fee-only financial planning.

Is there a conflict of Interest in Financial planning?

There is always a conflict of interest when we sell financial products to clients. SEBI licensed financial planners reduce this conflict of interest not selling financial products. They also provide fee-only financial services in India. Investment Planners sometimes refer to other professionals. There should not be any conflict of interest while sending them to others.

How do financial planners charge to their clients?

There are two ways financial planners charge. First is commission and second is fee-only. The financial advisor needs to tell their clients that financial advice is not free. There is a cost of financial advice. You should ask investment planners about commission or fees. How much do they charge for financial advisory services?

What qualifications or experience does your financial advisor have?

You need to find out your advisor valid licenses and professional qualifications. Choose financial planners who have experience counselling individual on their financial needs. Financial Planners must have adequate qualifications to provide financial advice. They should have proper experience and certifications also.

Welcome Negi Learning Academy

Get Free and Paid NISM Mock Test Available on our website.



Premium Mock Test

Are you looking for a paid mock test for the NISM Certification Exam?



Unlmited Attempts

Get unlimited attempts for the NISM Mock test avaiable on our website.

l

Free Mock Test

Try our free NISM Mock available on equity derivatives, research analyst etc.

NISM Series 9 Merchant Banking Mock Test

9h

DN

By Devendra Negi In NISM Mock Test

Add to cart

IIBF Digital Banking Mock Test

5h

DN

By Devendra Negi In IIBF

Add to cart

NISM Series 7 Securities Operations and Risk Management Mock Exam

12h

DN

By Devendra Negi In NISM Mock Test

₹499

Add to cart

NISM Series 8 Equity Derivatives Mock Test

12h

DN

By Devendra Negi In NISM Mock Test

₹499

Add to cart

Free NISM Study Material

Looking to upskill in the BFSI sector through NISM certification? Look no further than Negi Learning Academy. We offer free study material for NISM exams, including a comprehensive workbook. Prepare for your certification with our premium and unlimited attempt mock tests. Start learning today and unlock new opportunities in the financial industry.

Get Free NISM Workbook