What Your Financial Agent Will Tell And Why You Shouldn’t Listen  (English, Hardcover, Deepa Venkatraghvan)

The times are tough. The global financial world is in turmoil. Yet,as the saying goes, life must go on. You cannot stop investing, taking a loan, buying a house or taking an insurance. But you can be careful. Careful against that friendly financial agent. Call him an advisor, planner, distributor or broker. You believe he will sell you the best product only to find out that it was indeed the best, but for him, not you. This book arms you with simple tips to make sure your agent sells you the right product. Be it a mutual fund, a loan, insurance or even a house; use this handy guide to take the best decision.

Table of Contents

• 1. In earning money we forget about the 'already earned'
• 2. Agents come in all kinds of packages
• 3. The mutual fund distributor
• 4. Portfolio Management Services
• 5. Stock broker
• 6. Life insurance agent
• 7. Loan direct Selling Agent
• 8. Credit card agent
• 9. Recovery agent
• 10. Agents who sell tax saving investments
• 11. Real estate broker
• 12. Property rental broker
• 13. How much your broker makes off you
• 14. How to choose a financial agent
• 15. Who not to choose as your agent
• 16. Customer protection rights against agent's promises
• 17. How to choose investments based on your needs
• 18. Why it can help to go through a broker
• 19. Terms your agent might throw at you and what they really mean
• 20. Useful websites and addresses