How can I engage a Financial Planner who is in my vicinity or in the same town/city?
You need to engage a financial planner based on their skills, experience, expertise in the area, the quality of advice and other such parameters. Since good quality financial planners/ advisors are hard to come by, it would be wise to broaden the search beyond where you live.
With telecommunication tools available today & technology, one can have audio / video conversations with an advisor in any location. We have been using Skype and other remote access software tools for years now and have been servicing clients from across the country & even abroad. Apart from Mumbai region, we have clients from Chennai, Hyderabad, Bangalore, Ahmedabad, New Delhi, Gurgaon, Pune etc. We have clients even from smaller towns like Ambala, Rajkot etc. We have clients from abroad from countries like Saudi Arabia, Bahrain, Kuwait, Malaysia, UK, US, Nigeria, Kenya etc.
We are able to offer the same experience as in a personal meeting and that is why even most of our Mumbai clients opt for virtual meetings. Our clients are happy whether they are from Kolkata or Panipat. You don't need to worry about that aspect when you deal with us.