Money Dial is not a selling platform and we don't offer any products directly. That makes us unbiased and independent. Talk to us for any help that you need.
50000+ Clients already assisted by Money Dial.
Find Your Own Financial Advisor, Trusted, Verified & Nearby.
Questions (FAQs) on
Research & Advisory
What are Research & Advisory Services?
Investments are complicated and there are hundreds & thousands of products under different categories. As an investor you need to take your investment decisions very wisely and after proper analysis. Your investment decisions must be backed by logics and not by emotions.
That’s where the Research & Advisory services pitch it. An expert investment advisor with truckloads of experience across different products brings you the knowledge that may make all the difference. Research & Advisory services are required for your portfolio analysis, investment review, investment planning & to earn better returns on your investments.
Who are the investment research & advisory professionals?
Though there is no fixed parameter but portfolio research & advisory professional come from diversified backgrounds. Most of them are either finance professionals or CFPs, CAs, CWAs, CFAs etc. A handful of them are investment advisors across all products whereas majority of them are experts in some selected products. So you need to see that what kind of investments you are looking for the research or portfolio advisory and then select your advisor.
For those who trade into stock markets, there are plenty of Stock Market Research professionals who give you tips & advice to trade on the basis of both fundamental & technical research.
What kind of fees is charged by the research & advisory professionals?
There is no standard fee model that the research advisors follow. There are portfolio advisors who worked on fee basis whereas some work on profit sharing basis as well. There are some who just prepare your investment plan once and charge you a flat fee where as many charge you a retainership on monthly basis.
Off late some research apps & robo advisory apps have also started becoming popular which you may have a look at.