HOW TO SELECT A RIGHT FINANCIAL ADVISOR / PLANNER? By Dr. Chandrakantha Bhat

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WHAT IS HIS QUALIFICATION ?
It Only Suggests His Knowledge Nothing More

WHAT IS HIS EXPERIENCE ?
More The Experience, The Better

DOES HE HAVE TESTIMONIALS ?
Positive Testimonials By Clients
Reference Of People He Is working With

IS HE PUSHING A PRODUCT ?
OR
HE IS SUGGESTING A SOLUTION ?

PROFESSIONAL ADVISOR DOES A FACT FIND
Then Only He Recommends Solution
He May Or May Not Distribute Products

PROFESSIONAL FINANCIAL ADVISOR

Will Not Force A Decision On You
He Will Help You To Arrive At A Decision

PROFESSIONAL FINANCIAL ADVISOR

Will Guide Your Emotions To Achieve Life Goals
He Will Not Guide Your Emotions Towards Returns

ASK YOUR COMMON SENSE IN YOU
Are You Dealing With The Right Person ?

If You Get A YES Answer Deal With Him

Links to my previous videos:till now :

FINANCIAL PLANNING TIPS FOR BEGINNERS – AGE GROUP 25 TO 35
https://youtu.be/G9GVK1gGD6M

HOW TO INVEST IN MUTUAL FUNDS FOR FREE WITHOUT DEMAT ACCOUNT ?
https://youtu.be/kCrIYNUAbZk

WHY SHOULD YOU APPOINT A FINANCIAL PLANNER?
https://youtu.be/SXVtwx5sQXc

Why Should You Buy A Term Insurance Today ? Dr. Chandrakantha Bhat
https://youtu.be/8YGeRV1ksQk

WHAT IS CRITICAL ILLNESS INSURANCE? By Dr. Chandrakantha Bhat
https://youtu.be/YhXGThE8G4M

NRI TAXATION- Finance Act – 2020 – Who will be impacted ?
https://youtu.be/Bo-1LjGDOFo

HOW TO BE SUCCESSFUL IN THE STOCK MARKET
https://youtu.be/0TzRoXkO2g4

As a NRI Should I Keep My Savings As Dollars Or Rupees ?
https://youtu.be/RXjvOvYsDow

6 MISTAKES TO AVOID DURING MARKET CRASH
https://youtu.be/9Y2r08x2sJM

DEPENDING ONLY ON PENSION DURING RETIREMENT CAN BE A TRAP FOR YOU https://youtu.be/qLTkhCDe89g

WHY SHOULD YOU DEAL WITH MORE THAN ONE BANK ? https://youtu.be/GjDsxS2Kxuo

WHAT TO BUY? SHARES OR MUTUAL FUND?https://youtu.be/0nl9sPJBUQs

6 COMMON MISTAKES DURING RETIREMENT https://youtu.be/ivus9eJWKXMWhy Investors Fail ?
https://youtu.be/c8jxppcdXhs

Why You NEED an Emergency Fund! by Dr Chandrakanth Bhat NRI Money Clinic:https://youtu.be/fBm8bokZI0c

#personalfinance #financialplanning #financialadvisor

6 steps to generate good returns on your investments – https://youtu.be/AAxQ4ywScos

Don’t Buy a Life Insurance Policy Until You Watch This! https://youtu.be/q0adm_CKvew

NRI Money Clinic is a YouTube channel created by Dr. Chandrakantha Bhat , an investment consultant and financial planner in Dubai . It aims to spread financial literacy and educate on money matters for resident and non resident Indians . The channel discusses subjects like Fixed Deposits , Taxation , Mutual Funds , Insurance , Specific Issues pertaining to NRI community and every other investment opportunity. Dr. Chandrakantha Bhat can be reached on Whatsapp on +971 50 148 4595

Follow us on :
Website: www.nrimoneyclinic.com
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LinkedIn: https://www.linkedin.com/company/36132443

DISCLAIMER : Please consult your professional financial advisors before taking any action based on inputs of this video and other videos of this channel. Dr. Chandrakantha Bhat or NRI Money Clinic you tube channel is not responsible for any losses or undesirable outcome for action taken by you without proper consultation with professional advisors in the field of finance.

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