Advisors & tools

DIY vs hiring help

When a founder can manage money alone, and when a CA or fee-only planner earns their fee.

Market All India Global

Showing 3 of 7 questions. Clear filter

Do I need a wealth manager, or can I do this myself? Most founders can do the basics themselves, and should, at least until the money gets genuinely complex. A simple plan (emergency fund, term and he... 3 resources → How do I find a good fee-only financial planner in India? Look for someone paid only by you, not by the products they sell, because that alignment is the whole point. In India that usually means a SEBI-reg... 3 resources → My company just had a secondary and I have real money for the first time. Do I need an advisor now? A liquidity event is exactly the moment to slow down. For the first time a big chunk of your net worth is cash instead of illiquid equity, and the ... 4 resources →
eChai Partner Brands The partnership →