Who is the best financial advisor in India?
Preeti Zende
- One of the top registered investment advisors India has, Preeti is an advisor and planner and has been working in the financial services industry for 3 years.
- She offers complete Financial solutions for all her clients financial worries.
Does Groww provide advisory services?
They advise on funds & assets to invest in & the transaction is completed through the platform, all for free.
Are Robo advisors worth the fees?
Working with a robo-advisor provides a low-cost solution to investors who are just getting started. Lower costs mean more money to invest. The fees from robos can be less than human advisors, although this difference can be less than you think. Fees are also low because robos typically invest in index funds and ETFs.
Who are the top 5 financial advisors?
The following five financial advisory firms operate with more than $1 trillion in total assets under management (AUM): BlackRock, Vanguard, Fidelity, State Street Global Advisors, and J.P Morgan Asset Management.
Who is the most successful financial advisor?
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| Rank | Firm | Executive |
|---|---|---|
| 1 | Chevy Chase Trust Company | Peter Welber, President & CEO |
| 2 | Hightower Advisors, LLC | Elliot Weissbluth, Founder & CEO |
| 3 | Creative Planning | Peter Mallouk, President |
| 4 | Oxford Financial Group, LTD | Jeffrey Thomasson, CEO |
What are the best robo advisors in India?
Finpeg is first up on our list of robo advisors in India. It is an investment robo-advisory platform that deals exclusively with advisory and selling of mutual fund strategies and schemes. This advisor offers cutting-edge investment strategies with a proven track record of offering superior returns and phenomenal downside protection.
Why do average investors prefer robo advisor over other advisors?
Many average investors prefer robo advisor over other advisor. The prime reason is robo advisor offers low-cost services. You just need to answer a few questions and advisor provide prompt investment advice.
What is the difference between robo advisory services in the US?
The robo advisory services are seen as alternatives to investing in traditional very actively managed funds. In India, Exchange Traded Funds are still in early stages & money under robo advisory is invested in mutual funds which are very actively managed. Three, the fee structure in the US is based on AUM (Assets under management).
What is arthayantra robo advisor?
Arthayantra is the world’s only Full Service Robo Advisor providing comprehensive, affordable and customized financial planning in India. Equipped with a tax saving strategy, the right insurance advice, a platform to invest in mutual funds and tracking your goal of buying a house, ARTHOS has it all. ARTHOS is the robo advisor for money management.