Last Updated on May 18, 2023 at 8:03 am
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.
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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.
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.