Ahmedabad Stock：My list of Best Fee-only Financial Planners in India (Part-5) ｜ Based on my interactions & observations

In my constant endeavor to provide right investment advice to our blog readers, I make sure that whatever information provided here is UNBIASED.

I am proud to say that ReLakhs.com is one of the very few personal finance blogs in India that has nothing to SELL. We do not have any product or service to market or sell through this platform. So, rest assured, we will keep doing things this way only 🙂

Though I am extremely satisfied with my blogging work, it is next to impossible to provide comprehensive financial planning assistance to blog readers through blog posts/comments alone (not advisable also).

Hence, have been suggesting and referring them to a few fee-only financial planners (but I am not associated with them) whom I believe are very talented, honest and follow good business ethics. I have been following their work closely & interacting with them for the last many months and I can confidently say that these individuals are some of the best financial planners (FEE ONLY) that you will come across in India.

I believe that the main responsibility of a financial planner is to improve his/her clients’ financial health and also to wipe out financial illiteracy. Hence, I always believed that a financial planners’ work is as noble as doctor’s or teacher’s.

So, finding a competent and ethical financial planner is very important and can be a challenging task. You need to engage with a financial planner who acts in their clients’ best interests.

Before introducing my latest list of top fee only financial planners (who are SEBI Registered Investment Advisors as well), let us first understand the term ‘fee-only financial planner’. Who is a fee-only financial planner? Who is a SEBI registered Investment Advisor?

There are two broad categories of financial advisers/ financial planners as below;

As per SEBI Investment Advisers Regulations – 2013, the SEBI registered IAs are prohibited from accepting any commissions. They can only charge fee to their clients.

– A planner who charges a flat fee to his/her client is a fee-only financial plannerAhmedabad Stock. He/she does not get commission from any other sourcesAgra Investment. The fee is not linked to the assets being managed. Hence, it makes sense to opt for a fee-only financial planner.

If you are a DIY investor (Do It Yourself), you wish to create a financial plan and manage your finances all by yourself. In case, you would like someone else to assist you to manage your personal finances then you can entrust your personal finance matters to a fee-only planner.

Let me now present ‘my new list of top fee-only financial planners (Part-5)‘. Kindly note that this is definitely not a comprehensive list and is just based on my personal observations and interactions (directly / indirectly) with them.

It’s just that I am fortunate enough to know about these financial planners and have been learning a lot from them. I am sure there are many more such popular & best financial planners who are equally talented (if not more) that I am not in touch or may be not aware of (personally)..

Let’s learn more about them in their own words. Below are their responses to the questionnaire that I have requested them to complete.

Below is my latest list of popular fee-only Personal Financial Planners in India ;

Final Thoughts :

My sincere thanks to these wonderful and awesome financial planners for responding to my questionnaire and accepting my request to ‘feature’ in my blog post.

In case, you are actively looking for a fee-only financial planner who can guide and lead you through today’s financial jungle with ease, you may kindly contact the above top financial planners or visit below links for a comprehensive list of fee-only financial planners.

As my journey in ‘Personal finances’ field continues, will definitely come across more fee-only planners. So, I will keep updating the list of popular Financial planners as and when it is required.

Continue reading:

Indore Stock