Why we need a financial advisor and the long-term benefits of having one

‍Investing is hard

Long term investing is so much getting the right habits, keeping our emotions in check and always making decisions keep the long-term view in mind.

Most of the current investing platforms are transactional platforms. You would have to do research and analysis on your own. Investors get the flexibility to buy or sell anytime, very quickly. Since it’s easy to buy or sell and there is way to cross-check decisions, investors end up making irrational choices, which end up being costly in the long term. There are many reasons for investors doing poorly.

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Too many options

You need to research and figure out best options from 3000+ Mutual Funds, 5000+ stocks, IPOs, Crypto, Gold etc).

No proper asset allocation

Many investors end up with messy portfolios (15+ Mutual Funds, 30+ Stocks). Many of them diversification and asset allocation wrong.

Irrational Decisions

Investors make lot of irrational choices (invest a lot of money in few stocks or asset, buy-sell quickly) and end up chasing returns in the short tem

Panic during volatile markets

Investors feel lost when markets are volatile. Many end up selling due to panic and book losses.

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Investing takes a lot of time, knowledge and effort. Even after we spend time, many investors are very likely to make mistakes and get very poor returns. Investment advisors can help you with investing in a better and efficient way.

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Benefits on investing with help of an advisor

Personalised Investing Plan

We will understand you and create a personalised investment plan of stocks and direct mutual funds based on your preferences and goals. We will recommend you the best products based on detailed research.

Proper Diversification

Get a plan that helps you achieve better returns in the long term through proper asset allocation across (Equity, Debt, Gold etc) and diversification

Regular Portfolio Reviews

Rigorous tracking of investments. We have your back covered and will act before investments suffer, or opportunities are lost

Portfolio Rebalancing

Periodic re-alignment with recommended asset allocation. We help you harvest gains and avoid losses.

Advisors help you create wealth with a proven investment philosophy. Their investing advice is backed by proper research and data.

Many investors are making very low returns by investing in wrong products, IPOs and not investing with a proper plan. An expert advisor helps you invest the right way.

2% extra returns earned each year will make you portfolio grow by additional 100% over 30 years. This creates a huge impact. You need to choose the right advisor for your investments to have a good investing plan and get better returns in the long terms.

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Advantages of SEBI Registered Investment Advisor (RIA)

Unbiased Advice

RIAs can’t earn commission from the products that are bought by customers. This helps advisors in giving relevant advice which includes low cost mutual funds, high quality stocks etc.

Personalised Planning

Investment advice received is based on the investor profile and goals. Save countless hours of time in researching and figuring out what is relevant for you.

Avoid investing mistakes

Get detailed investing plan that has proper asset allocation and diversification. This will help in generating superior returns across long-term.

Be confident in your investments

Get expert to review and give second opinion on your investments. Remove any bad performing stocks or mutual funds. Being sure about your portfolio gives you peace of mind.

Investment advisors are legally bound to give to relevant advice. So, invest some time and figure out a good advisor whom you can trust and get advice for the long term.

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