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How to Choose the Best Financial Advisor in India

If you are confused about how to choose the best financial advisor in India, you can thank the Securities Exchange Board of India (SEBI). In 2013, SEBI introduced the Investment Adviser regulations to regulate the activities of individuals calling themselves financial advisors.

Read Before Choosing

7 Steps to Choose the Right Investment Products for Your Financial Goals

Investing During a Market Crash: What the Data Really Shows

Dynamic Asset Allocation: What It Is & Why It Works

Understanding Wills: Elements, Types & Why They Matter

Should You Prioritize Insurance Before Investing?

Are Index Funds the Right Choice for You?

Goals Based Investing vs Market Volatility: A Complete Guide

The Right Way to Calculate Your Life Insurance

REITs Explained: Types, Taxation & How to Invest

Right Time to Buy Your Dream House: A Complete Guide

Stock market journey from crash and low point to recovery, highlighting the right time to invest

The Right Time to Invest During a Market Correction

Stock market volatility shaped by earnings, the economy, and changing investor emotions over time

Why Stock Markets Will Remain Volatile?

Two calendars labeled limited pay and regular pay with rupee coins and financial symbols

Limited Pay vs Regular Pay — Which Life Insurance Premium Option Is Right for You?

Two umbrellas labeled base policy and super top-up shielding a person with medical symbols

Base Policy & Super Top Up Policy

Home loan overdraft concept showing a house linked to a tap releasing coins for easy liquidity

Home Loan Overdraft Facility — Everything You Need to Know Before You Apply

Gold investment options featuring physical gold, gold ETFs, government bonds, and digital gold

How to Choose from Different Gold Investment Options?

Index fund investment concept with a Nifty 50 basket, rising Indian market chart, and rupee symbol

Index Funds - Advantages, Risks & Suitability

Direct and regular mutual funds compared on a balance scale, highlighting middleman costs and fees

Direct Funds vs Regular Funds - Are Direct Mutual Funds better?

Sukanya Samriddhi Yojana savings plan with piggy bank, rupee coins, shield, and calendar for girls

SSY Interest Rates, Tax Benefits, & Withdrawal Rules

Seven personal finance ratios for savings, expenses, liquidity, leverage, assets, and debt levels

7 Types of Financial Ratios to Assess your personal finance & ways to improve them

401k retirement options for people moving from the US to India, shown with maps and a rupee symbol

What Should you do with your 401K Account if you Move Back to India

Five hidden ULIP charges that slowly drain money through cost layers, policy fees, and deductions

5 Different Charges in ULIP Plan!

Person standing on stacked blocks representing tax benefit and investment for pension

Key Features of NPS (National Pension Scheme)

Three comparison cards showing ESOP, RSU, and ESPP equity plan options with text details

What Indian Employees Must Know about ESOPs Vs RSUs Vs ESPPs

Equity compensation risks covering stock concentration, taxes, market decline, lock-in, and timing

12 Risks of Investing ESOPs/RSUs/ESPPs

Life insurance policy choices covering continuation, surrender, cash-out, and paid-up options

What Should You Do With Your Life Insurance

Travel setup with passport, world map, globe, currency notes, suitcase, and open laptop

12 Must Follow Financial Practices Before Moving Abroad

Five reasons to choose a fee-only financial planner in India for unbiased advice and clear fees

5 Reasons to Prefer a Fee-Only Financial Planner for Your Wealth

Tax deduction icons showing home, health insurance, education, savings, and investment tags

Income Tax Deductions & Exemptions: Full Guide for Taxpayers

Post-retirement income plan with a security shield and rupee coins for lasting financial stability

5 Proven Ways to Build Stable Post Retirement Income in India

Wall clock face showing review time with annual and quarterly financial planning badges

6 Reasons You Should Review Your Financial Plan Regularly

Female advisor with clipboard showing fee-only, fee-based, and commission payment options

How do Financial Planners & Advisors Get Paid in India

SEBI's mandatory disclosure requirement

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