u/Hopeful-Pay-3847

27M in India making ~1Cr pre-tax, is hiring a financial advisor actually worth it?

27M software engineer in India making \~1Cr base pre-tax, should I hire a financial advisor or just keep managing finances myself?

Current setup:

* SIPs in mutual funds
* Direct stocks
* Some real estate exposure

No debt currently.

I’m not looking for someone to tell me “buy this stock.”

More interested in:

* portfolio allocation
* long-term wealth strategy
* tax planning
* avoiding stupid mistakes
* maybe retirement/FIRE planning eventually

I keep seeing mixed opinions:

* “You don’t need an advisor, just buy index funds.”
* “At this income level, tax planning alone is worth it.”
* “Most advisors in India are glorified insurance salesmen.”

Would love advice from people in similar income brackets:

* Did hiring a fee-only advisor actually help?
* Was it worth the cost?
* What changed after hiring one?
* Any red flags I should watch for in India?

Also curious what made you decide to continue DIY vs hiring a professional.

reddit.com
u/Hopeful-Pay-3847 — 1 day ago

27M in India making ~1Cr pre-tax, is hiring a financial advisor actually worth it?

27M software engineer in India making \~1Cr base pre-tax, should I hire a financial advisor or just keep managing finances myself?

Current setup:

* SIPs in mutual funds
* Direct stocks
* Some real estate exposure

No debt currently.

I’m not looking for someone to tell me “buy this stock.”

More interested in:

* portfolio allocation
* long-term wealth strategy
* tax planning
* avoiding stupid mistakes
* maybe retirement/FIRE planning eventually

I keep seeing mixed opinions:

* “You don’t need an advisor, just buy index funds.”
* “At this income level, tax planning alone is worth it.”
* “Most advisors in India are glorified insurance salesmen.”

Would love advice from people in similar income brackets:

* Did hiring a fee-only advisor actually help?
* Was it worth the cost?
* What changed after hiring one?
* Any red flags I should watch for in India?

Also curious what made you decide to continue DIY vs hiring a professional.

reddit.com
u/Hopeful-Pay-3847 — 1 day ago