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Are you searching for the best investment advisor?

Investment freedom depends on your ability to manage assets and build your money. What was formerly thought of as investment options, such as RD, FD, land, and houses, is now stretched out into different gold, e-gold, plots, equities, derivatives, bonds, currencies, antiques, etc. To make better selections, it is crucial to use investment adviser experience.

Here are 3 suggestions for picking the best investment planner for you.


1. Verify the qualifications

First, be sure the investment advisor has the necessary training and certifications. When it comes to credentials, the Investment Planning Standards Board's Certified investment Planner (CFP) certification is a recognised credential that meets the industry standard. A CFP certification is thus another item to consider, while it is not required as anybody in the investment industry and those in similar fields can work as investment planners.


2. Review the pricing schedule.

Keep in mind that getting investment guidance is not free. A reputable investment advisor will bill clients for their services. If an investment advisor does not charge a fee, they will rely on commissions and may make biased recommendations. Depending on the assets they are managing, some investment planners may charge a flat fee while others may charge a fee based on a percentage of those assets. Meet with your investment advisor and go through the charge schedule. You may pay an investment advisor anything from Rs. 10,000 to Rs. 50,000 annually.


3. Search for expertise

Find an investment planner who has experience with several market cycles and is aware of how various asset classes have performed throughout those times. Such knowledge will be helpful to you. The best investment advisor will have at least 5 years of client-advising experience.


An investment advisor's job is to manage money by evaluating risk, comprehending macroeconomics, and keeping an eye on future growth. Overall, the position has several facets. The most important criterion in selecting the greatest investment advisor is experience.


KABIA Investment Managers provide a high level of professionalism while managing client money and satisfying the financial needs of renowned customers.

Experience in a range of insurance-related sectors has given us significant exposure to Life Insurance and General Insurance Services, so choosing it may be beneficial for anything from figuring out the finest alternatives to handling claims.


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