Looking for honest financial planning / wealth management services in India, any personal experiences?
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Hi everyone,
We’re looking for a good financial planning / wealth management service in India that can help manage investments for long-term growth while also generating a stable monthly income.
Right now, we only know about:
Truvantha Health - kirthan shah
Phoenix Advisers
From what we understand, these firms don’t charge clients directly and instead earn commissions from mutual funds. That makes us a bit concerned about possible bias or favoritism toward funds that pay higher commissions.
We wanted to ask:
Has anyone here personally used any of these services?
How has your experience been?
Were the recommendations genuinely good, or did they seem commission-driven?
Are there any other trustworthy financial planners / wealth management firms in India that you’d recommend?
We’re mainly looking for:
Long-term portfolio management
Monthly income planning
Transparent advice
Low conflict of interest
Would really appreciate honest experiences and suggestions. Thanks!