Financial advice is not just about helping investors select the right products or maximise returns. It is equally about preventing costly financial mistakes, encouraging disciplined behaviour and helping households make informed decisions that support their long-term financial well-being, said Dhirendra Kumar, Founder and CEO of Value Research.
Speaking on the sidelines of the fourth edition of the Global Financial Planners Summit Team 2026 hosted by 1 Finance in Mumbai, Kumar highlighted the need to make financial education an integral part of household conversations, particularly as investors gain easier access to financial products and digital investment platforms.