ROLE OF FINANCIAL ADVISORS IN SHAPING RETAIL INVESTORS INVESTMENT PERCEPTIONS

Authors

  • Naveen Badhwar Research Scholar, Department of Commerce, Baba Mastnath University, Rohtak, Haryana
  • Dr. R. K. Garg Professor, Faculty of Management & Commerce, Baba Mastnath University, Rohtak, Haryana

Keywords:

Financial Advisors, Shaping, Retail Investors, Investment

Abstract

Financial advisors are crucial while making investing decisions. The study reveals that investors require knowledgeable and skilled financial advisors to help them manage the risk of their investments advise them on how to capitalize on market volatility, and recommend strategies for post-retirement, family responsibilities such as children's education and marriage, and age-related health issues.  When hiring financial advisers, investors take into account a number of issues, including the fees that are charged, the services that are provided, and the advisors' adherence to ethical standards. The investors are given a structured questionnaire to complete in order to gather the data needed for the study.  The study uses a descriptive research design. The study indicates that the investors expects that the financial advisor should discuss the risk & return associated with investments, should recommend good product, keep personal information safe and solve queries & doubts on time.

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Published

2024-02-28

How to Cite

Badhwar , N., & Garg, R. K. (2024). ROLE OF FINANCIAL ADVISORS IN SHAPING RETAIL INVESTORS INVESTMENT PERCEPTIONS. AGPE THE ROYAL GONDWANA RESEARCH JOURNAL OF HISTORY, SCIENCE, ECONOMIC, POLITICAL AND SOCIAL SCIENCE, 5(2), 37–43. Retrieved from https://www.agpegondwanajournal.co.in/index.php/agpe/article/view/339