How to find personal banker/wealth manager/SEBI registered advisor?
I earn around ₹3L INR as in-hand salary every month, but I only need ₹50K for my monthly expenses and wants. I’m looking for advice on how to effectively manage my money.
Specifically, I need help with:
- Deciding where to invest
- Creating a solid savings plan
- Setting up an emergency fund
- Saving for big future expenses like marriage
- Evaluating whether to invest in real estate
- Finding a good commercial real estate property if that’s a viable option
I’d appreciate recommendations for trustworthy financial advisors, companies, or resources that could guide me in making informed decisions. Along with recommendations, I would love to know more about your process of finding this advisor as well. Any tips or personal experiences are welcome!