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Choosing the right financial planner is a wise investment, say experts

Discussing scope of work will enable the registered investment advisor to decide the right fee

financial planning, investment, income, expenditure, expenses, spending, saving
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The person offering financial planning should be registered with the Securities and Exchange Board of India (Sebi) as a registered investment advisor (RIA)

Sanjay Kumar Singh
Today (October 6) is World Financial Planning Day. If you have not got a financial planner yet, but feel having one will help you achieve your life's key financial goals, today is the right day to kick your plan into action.

Go with a Sebi RIA

The person offering financial planning should be registered with the Securities and Exchange Board of India (Sebi) as a registered investment advisor (RIA).

“This is the first qualification you should look for,” says M Pattabiraman, founder, Freefincal.com.

Sebi's website has a list of all RIAs in the country.

When you meet the RIA, explain

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First Published: Oct 05 2021 | 8:57 PM IST

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