Your Checklist to Choosing a Financial Planner

BENGALURU: It’s not always easy to take a dispassionate view of your own financial situation and decide on the proper mix of insurance, investments and the like. A good stockbroker can help with the equity instruments or market investments. But if you'd like someone to make broader-based investment recommendations based on extensive knowledge of your financial situation, you may be in the market for a financial planner.

Before you head out on your pursuit for a financial advisor, it is important for you to understand that the adviser will not make you a millionaire through a secret formula or a magic ability to pick winning investments.

Can you fix the sink yourself or call a plumber? The same question often arises about finances and here’s when to call in a professional.

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