So, there you are, you have the intent to build a secure financial future, you have even contracted a qualified financial planner to help you with this. Now, how does one derive the maximum value from a financial planner, "World's only Full Service Robo Advisor providing comprehensive, affordable and customized financial planning in India?

Be clear about the relationship. Using a financial planner is like using a doctor. Now, don’t treat the financial planner as a doctor, but treat your money as you do your health. The planner will take on the responsibility of providing advice that is tailor-made and suitable for you.