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NRI Returning to India – Expectations from a financial planner

Hello Mr. Manish,

I’m a 32 year old engineering professional (Automotive) returning to India in April after 7 years. I came across your blog very recently, became instantly attracted to your articles on various financial topics. I have also had a quick glance through your services (ex: financial planning…etc) and seriously thinking about subscribing for one.

The short comparison table in which only a brief details on which topics will be covered were provided. but i’m not sure which one i have to take first. So i need your advice based on my below expectation to select a suitable product. Before that i have to admit that so far my investments are only in land and gold, I have not invested in others options like FD, MF, stocks due to my lack of knowledge in them. But, as many financial guru’s would say one has to diversify his/her financial portfolio. Hence I would like to start investing in other safe and secured investments once i’m back in india.

I expecting the following,

1, Analyze my current financial situation and advice appropriate Do’s & Dont’s

2, Detailed information about safe & secured Mutual fund investment

3, Detailed information on Health and Life insurances

4, Knowledge on stock market (Already had one bitter experience and that was my last attempt)

5, Smart ways to invest in stock market (Do’s & Dont’s)

6, Other investment options which are safe and secured

Looking forward to your reply. Thanks in advance.

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