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How to Switch Investment Advisors Without Losing Money
Switching investment advisors is not a decision to take lightly - but it's also not one to avoid indefinitely when the relationship isn't working. The Indian financial advisory landscape has evolved significantly in the past decade. SEBI's push toward fee-only advice, the growth of direct mutual fund platforms, and increasing digital access to quality advisors have made it easier than ever for investors across India to find the right professional for their needs.
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