Advisor Perspectives Part-4: A Client-Focused Approach to Financial Advice
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Show Notes
On Part 4 of the Advisor Perspectives Series, Anupam talks to Suresh Sadagopan- SEBI Registered Financial Advisor and author of the book 'If God was your Financial Planner'. They discuss the Registered Investment Advisor (RIA) Model by SEBI and explain what comes with being a SEBI registered advisor.
They further discuss various types of financial advice, client-focused approach, financial planning, portfolio management and much more on this episode.
About the Show
Paisa Vaisa is India's leading podcast on personal finance with 2m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!
Find more about Ladder7 Wealth Planners Pvt Ltd on www.ladder7.co.in
Find Suresh Sadagopan on social media:
Twitter: (https://twitter.com/SureshSadagopan/)
Instagram: (https://www.instagram.com/suresh.sadagopan/)
LinkedIn: (https://www.linkedin.com/in/sureshsadagopan/)
Get in touch with our host Anupam Gupta on social media:
Twitter: ( https://twitter.com/b50 )
Instagram: ( https://www.instagram.com/b_50/ )
Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )
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