What is the real purpose of a Financial Plan?

What is the objective behind creating a  financial plan? Who is it meant for?  Do young earners or DIY investors need the services of a fee-only financial planner to create a professional plan? In this guest post, Vikram Krishnamoorthy,  SEBI registered fee-only financial planner tackles these questions and discusses the real purpose of creating a financial plan…

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Fee-only India: launch of a movement to serve investors and advisors

Yesterday (Sep 24th) saw the birth of  Fee-only India, a coming-together of SEBI registered fee-only financial planners at Mumbai. Ashal Juahari, admin of Facebook group Asan Ideas of wealth and I spent the day listening to and discussing with the fee-only financial planners from my list. An organisation of financial planners who do not sell any…

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