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Dipen Doshi

11th Apr 2025 · SEBI-Registered Analyst

Important things to consider with your advisor!

Check 3 important things with your advisor: Quality of Investments – Check the investment instruments recommended by your advisor in terms of quality. Poor quality products not only affect your returns but there is a strong possibility of capital erosion. Investment Risk – Check whether the risk profile of investments advised is aligning with your risk profile & appetite. Source of Income – Check whether the advisor is solely earning through fees paid by you or he or she is earning commissions from products advised. As commissions may often result in conflict of interest.

#PersonalFinance#PsychologyofMoney#Miscellaneous
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