As you may know, freefincal has maintained a curated list of fee-only SEBI-registered advisors since 2014. In Sep 2017, many of those advisors formed an informal association – fee-only India (FOI), which has now grown bigger.
A fee-only advisor does not get any commission or remuneration from any product manufacturer (insurers, mutual funds etc.). They work for a fee that the client has to pay. That is it. When you work with a fee-only advisor from Freefincal’s list or fee-only India, you can be assured of unbiased advice free from any conflict of interest.
Ashal Juahari (Admin, Facebook group Asan Ideas for Wealth) and M Pattabiraman are founder-patrons of fee-only India. More than 1000 freefincal readers are currently working with SEBI registered fee-only advisors.
FOI members try to meet twice a year and discuss ways to address client concerns, how to attach more clients etc. The next meeting is scheduled for June 2023 – the first full-scale physical meeting after the covid lockdown.
Before each meeting, it is customary to get feedback from the clients of fee-only advisors. This is the third such survey. It is completely anonymous.
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IF you are working with a SEBI registered fee-only advisor part of freefincal’s curated list or a part of feeonlyindia.com, please help improve the quality of fee-only advice by answering a few questions. This survey is completely anonymous. Please be frank and fair in your assessment.
NOTE: Please participate only if your advisor is registered with SEBI as an investment advisor AND listed in freefincal’s curated list OR is part of feeonlyindia.com.
Your participation will make a big difference to the quality of service provided by these elite advisors and their present and future clients. The answers to generic questions will also be shared at freefincal.
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Dr M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. He has over nine years of experience publishing news analysis, research and financial product development. Connect with him via Twitter or Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You can be rich too with goal-based investing (CNBC TV18) for DIY investors. (2) Gamechanger for young earners. (3) Chinchu Gets a Superpower! for kids. He has also written seven other free e-books on various money management topics. He is a patron and co-founder of “Fee-only India,” an organisation promoting unbiased, commission-free investment advice.Our flagship course! Learn to manage your portfolio like a pro to achieve your goals regardless of market conditions! ⇐ More than 3000 investors and advisors are part of our exclusive community! Get clarity on how to plan for your goals and achieve the necessary corpus no matter what the market condition is!! Watch the first lecture for free! One-time payment! No recurring fees! Life-long access to videos! Reduce fear, uncertainty and doubt while investing! Learn how to plan for your goals before and after retirement with confidence.
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About freefincal & its content policy Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on mutual funds, stocks, investing, retirement and personal finance developments. We do so without conflict of interest and bias. Follow us on Google News. Freefincal serves more than three million readers a year (5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any paid articles, promotions, PR, satire or opinions without data. All opinions presented will only be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)
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