September 2021

Tips to Find Loyal NRI Consultant for Hidden Wealth

September 25, 2021 Manoj Sodhani Comments 0 Comment

Hidden wealth is undiscovered riches that you have. Being an Ultra High Net Worth Individual (UHNI), it is important to have a hidden wealth consultant that can be an investment advisor.

The role of this financial advisor or consultant is vital as he can help you to come across related challenges effortlessly from any geography. They emerge handy, especially when the market is uncertain and changes frequently. As they are able to differentiate financial instruments, it becomes easier to embrace the idea that is profitable.

Simply put, you need to hire a proficient guide before investing in shares and securities. It’s better not to wait for the time when you would no longer be able to manage your wealth because of overburdening goals. Hire the one from the beginning to get off any type of compromises later.

But, who do you trust?

Here are some easy tips to recognise who could be loyal consultant for managing your hidden wealth:

Select the Interested Professional

A wealth manager aims at pushing products to attract the best returns. Certainly, he is incentivized for downplaying the risks in shares or other financial products. In short, he is the one who can convert a normal return into overwhelming benefits.

On the flip side, there are some other ones who suggest taking more of the risky shares and hence, align frequent needs for money. In this case, the commission for selling these securities or shares won’t be delivered.

So, select the one who is interested in abiding by these terms.

Know about Values that He Gets

You need to determine what values he gets to his customers. An ideal wealth consultant puts his heart and soul in getting more and more values to the customers.

To know about it, you can check what his customers have to say about his work & turnaround time. Determine how he earns incentives while managing overall responsibilities. Request him to share the cost break-up for his services in detail to get assured of no hidden charges. The number of customers who rely on his advisory can also help you to finalise the decision: if he is loyal.

Determine His Versatility

Check how many dimensions he has in his portfolio. Some NRI consultants, for instance, are the master of the stock market, but with a little clue of how to manage other securities and shares or financial products. The professionals have all resources to take care of filing tax returns & tracking dividend payments in a timely and efficient manner.

An all-rounder advisor would have cutting edge profile that shows how capable he is in managing real estate property, succession plans, IT issues, rental income and other activities. He would have a familiarity to manage unconventional assets like bullion, jewellery, antiques and artworks.

Ask about Experience

It is essential to know how many market cycles they have witnessed. This is the best thing to identify if he is experienced. An inexperienced wealth manager can never be able to face off real-time challenges with efficiency. Keep this point into account when you choose the one.

Ability to Determine Pressing & Unique Needs

Immigrants often focus on saving their time and energy on achieving goals. Multiplying wealth is not their concern because they are keener on weighing their reputation over returns. Simply put, it means that your wealth consultant should be able to determine inner values and pressing requirements.

An ideal one takes the time to understand your values and needs. With an ability to see your pain points and concerns, he will live up to your expectations whenever you approach him with a high expectation about your hidden assets.

Long-Term Vision for Wealth

The professional wealth advisors come with a vision for a long time. His experience lets him to consider hidden wealth as a legacy that is to be transitioned to the next generation. While taking care of it, he will have some exceptional financial plans related to your child’s education, wedding and the arrival of a new-born. Simply put, he personalizes the experience that interferes with your personal life.

Dare to Disagree

A yes-man is hard to bear, as he won’t have courage to come with an unbiased approach. You need the one who would be able to cautiously take decisions on managing your assets. The professional and expert ones believe in building a relationship that is pillared on trust. The fear of getting fired at disagreement can never ensure one to make unbiased decisions. So, choose who is able to disagree if the situation is accordingly.

Services 2 NRI is the one that has these all capacities to ensure values and the best advisory about managing your wealth effectively. Contact us to share your queries or difficulties if you have any.

How to Get a Transcript from Any School or University?

September 9, 2021 Manoj Sodhani Comments 0 Comment

Whether you are a job candidate or applying to a different school, you need to know proper channels to navigate for a college or school transcripts.

What is Transcript?

The transcript is a student’s academic record, carrying details of his academic history including grades, courses completed and whether completed or not the degree course. There may have some additional information, such as academic probation period, honour code violations and awards or certifications for the school or college performance.

The piece of paper stating all of these details can help you to transfer credits from one school or university to another. Your academic performance can be easily verified through it.

But, the real struggle begins when you want to get it.

Let’s get through what it carries and how you can get it.

What does the school/college transcript read?

As it carries a detailed summary of your academic history, the transcript can have:

A list of all courses & scores/grades you’ve taken
A list of dates attended school/college and majors
Grade point average of each semester
Student information, including your full name, date of birth, and student identification number
A list of other schools you attended, as well as transfer credits you received from those schools
Official documentation containing a seal, signature from the registrar’s office

Considering how to get your transcripts for free, it is possible in the case of unofficial transcripts, which are available over the internet. Typically, you need to pay a fee for official transcripts. The official is the one that directly comes from the school or college registrar.

All What You Need to Get for a Transcript

Office of the registrar
Personal information of the student
A computer with the internet access
Fee

Steps to Get it

Locate the registrar of your former school or university over the internet, which is responsible for students’ records and transcripts.
Search for the specific department that you were from, as graduate or undergraduate department.
Collect your personal information, as it requires your full name, address, phone number, your social security number or student ID, your graduation or undergrad year, date of attendance, your signature, the number of copies you need together with the name and address of the transcript recipient.
Download the form to fill it up for putting your request in writing. Send it via a certified mail to the registrar’s office.
The school or college may reject your request for the transcript if you owe money of it or have some outstanding dues.
Check your college or school website to find out if or not it will accept an electronic request.
If it accepts, the online transcript application may require you to prove your identity. Provide the needful detail and go ahead with the procedure.
Lastly, get ready to pay for processing and mailing expenses. Generally, it does not cost you much. But yes, it varies by every college or school.
Wait for your transcript to arrive at your address.
Your school/college size, location and method of requesting it, the process may take a fortnight or a month.

Unofficial Transcripts Are Not Acceptable

Most of the colleges or schools won’t accept an unofficial copy, which can be accessed from the account of the candidate over the website. There may have a chance that it is incomplete. So, you need to get an official version of it.

Transcript to Apply to College/ School

There are instances of admissions or readmissions in various courses. Students wonder if or not they need this document.

The truth is that it is necessary. Your all credits or grades have to be credited to the course. So, it’s essential.

Check Once You Receive It before Admission

Once you get it, the first thing that you need to do is to check some crucial details before admission. Here is what you should thoroughly search for:

Find the admissions office of your selected school for accessing the details about their transcript policy.
Cross check if it includes a list of each school you have previously attended, no matter how long ago or how briefly.
Raise a request with each school or college that you have attended. Fill up the form online and pay fee accordingly. Or, you may get the assistance from Services 2 NRI.
In case of the school which you need a transcript from is closed, contact the official office or authority that oversees higher education in your state. It can tell how to get a transcript.
Follow up with the school/college to ensure receiving each transcript.
Once you get it, meet with an academic consultant or advisor to discuss which classes will transfer. In some cases, you may have to request that your credit transfer or to appeal a denial of transfer credit.

Services 2 NRI is here to guide you on how you may get it smoothly and effortlessly in a minimal possible time.

S2NRI

Blog

Browsed by
Month: September 2021