A few days ago a prospective client called me and stated that he already had an existing Financial Intermediary but wanted to shift to a new one. On asking him the reason for making this switch, the prospect gave two reasons which bothered and intrigued us at the same time.

 So, what reasons should really drive you to change your Financial Advisor or Intermediary? As an Investor, what should you expect from your advisor in terms of their scope of work?

Our fresh new episode walks you through this topic in greater detail and dives deeper into the factors you should typically consider before taking this major step.

Spreading the Christmas Cheer with this intriguing Podcast, our Founder - Ashish Modani elaborates on this topic with an interesting Santa Claus analogy too! Listen Now.