Sponsors

Is your financial advisor managing your retirement plans or his?

Majority of Financial Advisors (including bankers, wealth management firms and individuals) are distributors/ sellers of financial products like stocks, mutual funds or insurance. It means that they are compensated by the respective financial institution, for the transaction/investment and hence, might not have your best financial interests in place. They would push high commission / expensive products to plan their retirement rather than yours.

Without understanding the same and trusting someone blindly, can put one's personal finances at greater risk than the financial product itself. It is believed that the quality of financial advice received by an investor is dependent on the expertise, experience, regulatory compliance, compensation model and the level of disclosures done by the advisor.

Our Model

We are SEBI Registered Investment Advisors and we believe that clients should approach us only for financial advice (one-time or annual) and execute all financial transactions with the respective financial institutions directly. Hence, we would not have any conflict of interest while recommending any asset class/ product, thereby aligning our interest with that of the client’s. Our fees are dependent on the Assets under Advise and the expertise required, without the bias of any brokerages/ commissions.

Feel free to get in touch with us at assistant@naveenrego.com or +91-96866 94288  /  9845557582 (calls and whatsapp) for a no obligation discussion on our transparent financial advisory engagement model.  Also, do visit www.naveenrego.com  to know more about us and read some of our thoughts in the blog section.

We would be more than delighted to make your financial engagement better. “Jago Grahak Jago”.   After all, it’s your money!! 

Naveen Julian Rego-CFP

SEBI Registered Investment Advisor

Reg. No. INA200004250

First Floor, NJ Arcade, Ladyhill, Mangalore - 575006