How to select your Mutual Fund Advisor?


Selecting the right Investment Advisor can be a challenging task. Most people will ask their relatives or friends for investment advice. But is the best way to go about finding the right investment advice? Probably no.  

So what are the things to look into while selecting the best investment advisor  for you?

  1. Qualifications and certifications : All Mutual Fund Advisors are required to have an AMFI certification.
  2. Product Offering : Make sure that the advisor you select has a wide range of product offering. Equities, Bonds, Mutual Funds, FDs etc
  3. Referall: The easiest way to find a good advisor is via referral.

Must Read: Process to Become Mutual Fund Advisor


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