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How to Choose a Financial Advisor in India: A Step-by-Step Guide

Here’s an uncomfortable number to start with: in a 2025 survey by 1 Finance, 57% of bank relationship managers admitted to pushing products rather than giving advice suited to the client. That’s not a fringe statistic — it’s the person sitting across the desk at your neighbourhood bank branch, recommending a “great fund” that happens to carry a fat upfront commission.

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  • 100% Secure
  • No Spam Calls
  • Free Session