Advisor Perspectives 7 | Make Kids Money Smart with GYR Financial Planners
Paisa Vaisa with Anupam Gupta
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Are You Looking for a Wealth Manager or a Financial Plan?
Agi Bicha Hoga: If somebody's complaining about the portfolio return that we have delivered to them, I think we'll have to do a deep dive. We are not into wealth management. The portfolios are a funding mechanism of a plan. But if you were looking for somebody to kind of get you the gimme 18% return or you're sacked, then you're talking to the wrong guy.
Play episode from 10:09
Transcript
