The World of SEBI RIAs - E 23

Update: 2023-10-29

Description

ON THIS EPISODE WE COVER: - Are there ratings of RIAs? How does one select a good one? - Pattu's list of RIAs (16 people) - What is the process to become a SEBI registered RIA - Pattu shares a survey taken of people who use RIAs (link to be shared) - The 2 most important factors for selecting an RIA - Is financial planning for the masses ? - Pattu's advice to those interested in becoming RIAs - When is the right time in your investing journey to reach out to an RIA

See omnystudio.com/listener for privacy information.

Comments

In Channel

New Tax Regime vs Old Tax Regime - E 40

2024-04-1430:52

Does NO KIDS mean MORE MONEY? - E 39

2024-04-0632:18

Pattu doesn't listen to Sid anymore

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FOR THE DREAMERS - E 38

2024-03-2128:35

Buying a CAR in India? - E 37

2024-02-2539:43

Everything about Secondary Income - E 36

2024-02-1032:45

The next 20 years in India look - E 35

2024-02-0435:24

Losing everything you have - E 34

2024-01-3033:56

Personal Finance in short - Part 2 - E 33

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A Rapid Fire Start to 2024! - E 32

2024-01-1422:28

Debt Mutual Funds for Dummies - E 31

2023-12-2432:39

The World of Debt - The Good vs the Bad - E 30

2023-12-1733:59

INKY PINKY PONKEY! and some more user Questions - E 29

2023-12-1029:20

QnA Part 2 and an Idea : Mutual Fund Investment advisors - E 28

2023-12-0327:52

Mutual Fund Masterclass - Part 2 - E 27

2023-11-2643:59

Mutual Fund Masterclass - Part 1 - E 26

2023-11-1937:34

The Financial Planning Process - E 25

2023-11-1236:01

Fee only RIA - Talking the Talk - E 24

2023-11-0539:04

The World of SEBI RIAs - E 23

2023-10-2924:43

Professional Financial Advice - The Landscape - E 22

2023-10-2229:46

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The World of SEBI RIAs - E 23

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The World of SEBI RIAs - E 23

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The World of SEBI RIAs - E 23