Assess your advisor on long-term performance
As an advisory firm we get asked by prospective clients about the indicative returns that they can expect. In this article in business standard, using cricketing analogy, Harsh explore why that is such a counter productive question. The headline is a little misleading. Assess your advisor by how comfortable you feel on your journey towards achieving your financial goals – not by how much returns have been achieved. There is no use achieving high returns if your goals are not achieved. Comments welcome