Particular consideration should be given to the element of safety and the level of compensation. Genuine agents should be the first and foremost vigilant for the safety of their client's investment. This means that the agent should also avoid the situation where the customer's capital is jeopardized in the lure of giving the customer a higher return.

અમારા વોટસએપ ગ્રુપમાં જોડાવવા માટે અહીં ક્લિક કરો

The definition of fair return may vary. Insist that your agent be clear about safety and returns when investing. Depending on your profile, the investment advisor-agent should be the one who takes into account your profile i.e. your total income, expenses, liabilities, family situation, future expenses, risk taking, etc.

Advise you in the same way. Bring the same investment tools or scheme to you. It is important for the agent to be concerned about his / her commission, but also to make sure that your investment capital is not washed away or the paperwork is not done.

After Sale Service Any product or service is also of paramount importance. The investor agent should not be free to get his commission by making you invest. The agent should provide you with the relevant service even after the investment, such as in case you get confused about the investment later, the required documents of the investment do not reach you, you lose it, you have to sell the investment, etc.

An agent should be available to assist you. ‘Now stay away from such agents if they want to escape from this service thinking where to get the commission. E.g. The agent will take you to Mediclaim, but what is the point of an agent not helping you get your claim when you are admitted to the hospital? Draw attention to new investment opportunities

વૈભવે ઉભરાતી ગુજરાતી

1. નામ અને તેના પ્રકારો

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