Wealth management: The advisor portfolio

Jan 21 2013, 10:05 IST
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If company maketh a man, here are few people who can make you a rich one.  (Reuters) If company maketh a man, here are few people who can make you a rich one. (Reuters)
SummaryIf company maketh a man, here are few people who can make you a rich one

away by his historical performance. Enrol him for his vision and not solely on his past numbers.

Lawyer: A good way would be to check with any of the above you are friendly with and who you can trust. Donít shop here but go by recommendations from people you trust. This is a once-in-a-lifetime exercise but well worth it. Good luck on building your advisor portfolio.

ó Author is Director - Transcend Consulting

kartik@transcend-india.com

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