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Gujarati Grammar Imp | Important Gujarati Grammar

Particular attention should be paid to the element of protection and the level of compensation.

નમસ્કાર,

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Genuine agents must be vigilant first and foremost to protect their client's investments.

This means that the agent should also avoid a situation where the client's capital is at risk by being lured to offer higher returns to the client.

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The definition of a fair return can vary. Emphasize that your agent is clear about safety and returns when investing.

Based 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 status, future expenses, risk taking etc.

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Give advice in the same way. Bring yourself the same investment tool or plan. It's important for the agent to be concerned about your commissions, but also to make sure that your investment capital doesn't overflow or paperwork.

After sales service is also of paramount importance to any product or service. The investing agent should not be free to get your commission by getting you to invest.

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The agent should provide you relevant service even after the investment, such as if you later get confused about the investment, the required investment documents do not reach you, you lose it, you have to sell the investment. , e.t.c.

An agent should be available to assist you. 'Now stay away from such agents, wondering where to get the commission if they want to avoid this service.

eg. The agent will take you to mediclaim, but what's the point of an agent who is not helping you get your claim when you are hospitalized? Draw attention to new investment opportunities