ON THIS EPISODE WE COVER:
- How Pattu got started himself all those years ago
- Why some people need a Financial Advisor
- A list of players who offer this kind of advice
- Insurance agents and how they work
- How online content is so important for these players
- MF distributors, RIAs and RoboAdvisors - the difference
- FInfluencers !
- SEBI registered Portfolio Managers
- SEBI registered Research Analysts
- Unregulated stock tips!
- %age of your Assets - a flawed argument?
- P.V. Subramanium's analogy!
- How AI will change financial planning
- Dependency - good or bad?