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Haribabu Haribabu
Member since:
13 May 2008
Total points:
101 (Level 1)

Resolved Question

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I would like to use the services of Personal Finance Planners.Please suggest good dependable CFPs in Bangalore?

Can I take services from firms like iTrust, Jumpstart, BrainPoint Investments etc.. ? OR better to go with individual service providers? How much they charge ?

Would like to know your valuable views and experiences.
  • 1 year ago

Additional Details

Can some one suggest good individual Financial advisers in Bangalore ? And your experience with the adviser? THeir charges etc..

Thanks a lot for the earlier answers, I decided not go with the CFP firms.

1 year ago

Madboy P by Madboy P
Member since:
13 February 2008
Total points:
9524 (Level 5)

Best Answer - Chosen by Voters

Many prefer to trust on individuals as moving out to an organization might lead to loss of focussed interest towards you.

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  • 1 year ago
100% 1 Vote
you may also want to see if you can do it yourself using www.perfios.com

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Other Answers (2)

  • rahul by rahul
    Member since:
    03 July 2007
    Total points:
    1149 (Level 3)
    hi
    This is ibrar. Investment advisor from chennai.
    I will suggest u to go with individual's rather that to companies.
    Because they charge u a lot and they treat u as simply as a customer, i repeat just customer.
    I dont thing these companies or most of the individuals take deep interest on your personal plannings. They will just look out the maximum possibility to suck ur money by showing u some attractive plans. I mean they will show u some plans through which THEY get maximum benifit not YOU...

    Anyway as a investment advisor i can help u as much as possible.
    for more details u can mail me or chat with me.
    my id is ibrar3@yahoo.co.in

    Thanks & regards
    ibrar.k.

    • 1 year ago
    0% 0 Votes
  • alex S by alex S
    Member since:
    22 August 2008
    Total points:
    1107 (Level 3)

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