How Mis-Selling is done in the name of Financial Advising

How Mis-Selling is done in the name of Financial Advising ( Story Adapted from PersonalFM Blog) This article showcases the investment story of a doctor, Dr Aman Shah (name changed), who fell prey to the tall promises of his financial planner cum insurance agent. Read on… Here is what happened: The Case: Dr. Aman, a […]

How Investments Habits/Experience inherited from Previous Generation are hurting Wealth Creation Process of New Generation?

How Investments Habits/Experience inherited from Previous Generation are hurting Wealth Creation Process of New Generation?   I have observed that many of new generation Investors are following parents and grandparents while Making Investment. For E.g Investing into Bank FDs OR Investing into Various Small Savings and Post Office Schemes. When asked why, answer would be- […]

Know Your Financial Rights

We just celebrated our Independence Day, which prompted me to enlist every investors financial rights… Right to know commission paid You have the right to know how much your fund distributor or insurance agent earns from the financial products sold to you. A mutual fund distributor commission, paid by the fund company, is disclosed in […]

PlanetWealth Financial Advisors
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