• 7: Ep 007 - How to select a good financial advisor

  • 2023/10/13
  • 再生時間： 15 分
  • ポッドキャスト

7: Ep 007 - How to select a good financial advisor

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  • Even the most experienced investors can face personal biases while making financial decisions on their own. Each individual is unique in terms of risk tolerance and goals and this requires a bespoke solution. 

    In this episode of Money Buddy podcast, Ajit Menon, CEO, PGIM India Mutual Fund, shares his perspective on how financial advisors can help investors realise their life goals and how to go about selecting a good Advisor/Mutual Fund Distributor.
    Log on to https://moneyandme.pgimindiamf.com/ to get curated content on personal finance that is in sync with your life stage.

    All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID. This is an investor education and awareness initiative by PGIM India Mutual Fund. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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あらすじ・解説

Even the most experienced investors can face personal biases while making financial decisions on their own. Each individual is unique in terms of risk tolerance and goals and this requires a bespoke solution. 

In this episode of Money Buddy podcast, Ajit Menon, CEO, PGIM India Mutual Fund, shares his perspective on how financial advisors can help investors realise their life goals and how to go about selecting a good Advisor/Mutual Fund Distributor.
Log on to https://moneyandme.pgimindiamf.com/ to get curated content on personal finance that is in sync with your life stage.

All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID. This is an investor education and awareness initiative by PGIM India Mutual Fund. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
続きを読む 一部表示

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