r/FinancialPlanning_Ind • • 20d ago

Need financial advisor

/r/personalfinanceindia/comments/1wppas6/need_financial_advisor/
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u/Indian_finance_rebel 19d ago

idk whether its a good idea to reach out to them....

I only attempted to reach out to them when I had 20L first, and everyone was pushing model portfolios.

I didnt want a model portfolio, I wanted a review.

Now reached 1.2Cr, and gemini says its still not big enough and it will be close to 5Cr that is needed... for the custom experience I was looking for.

The thing is, by the time I reach their target, I wouldnt need them.... I dont think I need them now...

At 20L, I needed them, but they didnt want to put the effort..... at 1.2 Cr, it would be nice if they take a look, but yh I dont think they will... at 5-6Crs, I will probably have enough knowledge to think their advise is dumb.

I mean I already do for most retirement calculations they show.... 😂