In Part of this series we try to assist Clients looking to shortlist a fee only financial advisor / planner. Client should look at a Planner's research strength, the tools and models he is offering Clients, the amount of face time provided to Clients, time given for follow up calls and the pricing model.

Before choosing an advisor a Client needs to evaluate the advisory model he wants to go for. Both models have their pros and cons. Fee only model is cheaper, provides conflict free and unbiased advice, however it may not provide you with continous monitoring or promise of any returns. Expecting best of both worlds is where Client's search for the perfect advisor does not end.

This blog explores why NRIs in middle east should regularly realize their long term capital gains on mutual funds. Not doing so could cause a tax liability if they need to return to India unexpectedly, NRIs would need to evaluate the cost of getting the TRC with the capital gain tax saved.