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5 traits of a poor financial advisor

Ramalingam K | Last updated: 16 October 2015

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1. How do we decide upon choosing a good financial advisor? A person can be termed as one, who is a true value addition to your financial wealth as well as provides you with profitable advice to enhance your quality of life. In other words, any person qualified enough to advice you on your fiscal

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About the Author

Ramalingam K

Founder & Director - Holistic Investment Planners (P) Limited

Ramalingam is the Founder and Director of Holistic Investment Planners (A Private Limited Company). As the creator and architect of the 3-Dimensional Holistic Investment Approach, he has advised hundreds of clients including affluent business owners, corporate executives, medical professionals and NRIs on the develo ... Read more

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