Fee Only Financial Planning is a new concept in India. A Fee Only Financial Planner does not receive any commission or incentive from the mutual fund houses, insurance companies or from any other product or service recommended. A Fee Only Financial Planner is bound by Fiduciary responsibility towards his clients and follows due diligence procedures like risk profiling, asset allocation etc to safe the interests of his clients.As a SEBI Registered Investment Adviser (Registration No. INA200013840), we promise that there is no conflict of interest. No Hidden Charges or Expenses, our only source of income is the fee that you pay us. We do not receive any commission from instruments recommended in your plan. We are one of the handful fee only financial planner in Bangalore, India having clients in Chennai, Hyderabad, Mumbai, Delhi and all across India. Get in touch with us for an unbiased & customized personal financial plan to boost your finances.A Fee Only Financial Planner receives a fee for financial planning and advice and not through commissions from products or services recommended.
A Fee Based Financial Planner also holds licenses that allow them to distribute financial instruments or products through which they can earn commissions, brokerage or incentives.
A Fee Only Financial Planner does not have any conflict of interest; the investor’s and the adviser’s interest are aligned towards the betterment of the investor’s goals and objectives.