How Does Infinity Wealth Advisor Make Money?

04.11.24 02:31 PM - By Prakhar Patidar

How Does Infinity Wealth Advisor Make Money?

In today’s capitalist economy, we’re surrounded by countless businesses offering products and services, each with the goal of making a profit—Infinity Wealth Advisor (IWA) included. As a smart individual, it’s essential to understand not just how businesses operate but how they make money, especially in service industries where transactions often don’t involve tangible assets.


When you buy a product, it’s straightforward: you pay for what you get. But in the services industry, things are less visible, making it harder to know if what you’re paying for is worth it or if it’s just a fancy way for a company to make money off you. Let’s be honest: everyone is trying to make money. But it’s up to you to ensure that the services you’re using are genuine and valuable. This applies to any industry, not just financial services.

The Noise and Confusion in Financial Services

Now, let’s zoom in on the financial services industry, where confusion and scepticism are common. You walk down the street and meet brokers, agents, and so-called advisors, all eager to sell you the next big investment scheme or insurance policy, often cloaked as an “investment opportunity.” The high-energy sales pitches, the market chatter, and the pressure to “act now” are all tactics to make you feel like you’re missing out. This is where the line between genuine financial advisory services and transactional schemes becomes blurred.

At IWA, we often see people confusing us with brokers or portfolio managers. Brokers work with traders, taking money from the wealthy, making trades, and earning a commission or share of the profit. But is that what you really need? Only those without true financial awareness fall into such traps.

 

What Does Infinity Wealth Advisor Do?

Infinity Wealth Advisor is different. We are not brokers. We are financial advisors who don’t just manage your money—we manage your aspirations, your goals, and your financial peace of mind. We ensure you have the right insurance, help you simplify your financial life, and plan for your future with ongoing updates and reviews. Yes, we manage investments, but more importantly, we guide you on asset class exposure, review your finances, and act as your one-stop solution for all things related to personal finance.

Our role is to create a comprehensive financial plan that aligns with your goals. This plan is your roadmap, showing you where you are now and where you want to go. We act as your trusted partner, guiding you every step of the way. Our interest lies not in taking a share of your profits but in making sure your money works for you.

 

How Does IWA Make Money?

Transparency is key. At IWA, we charge an annual advisory fee—clear, simple, and in line with SEBI regulations. This advisory fee covers the personalized service we provide throughout the year. Unlike brokers or portfolio managers, we have no interest in profit-sharing or commissions. You will never see us pushing you towards a product that benefits us more than you. Why? Because we don’t earn commissions. Our focus is solely on your financial well-being and helping you reach your aspirations.

Every quarter, we review your financial plan, your investments, and your overall financial health. This ongoing service is part of what sets us apart. We don’t receive hidden fees or kickbacks. We don’t act as sellers—because we aren’t.

 

The Myth of Free Advice

You may encounter “Mutual Fund Distributors” who talk about financial planning. However, their role is just that: "sellingmutual funds". They aren’t licensed to charge advisory fees per SEBI regulations because they earn through the commissions paid by fund houses. No matter how they package it, their goal is to sell mutual funds. It’s crucial to ask yourself: Are they advising you or just making money off your investments?

Be smart, and don’t let a seller, broker, or agent control your financial future. The next time someone recommends a policy or a scheme, ask them how they benefit from it. If the answer is vague, come to us. We’ll give you honest answers and genuine advice because our earnings don’t come from your investments or policies; they come from the service we provide.

 

The IWA Promise

At Infinity Wealth Advisor, every client is family, no matter their net worth. Our goal is not just to manage your money but to guide your entire financial journey with care and expertise. Every asset class is important to us because it’s important to you. So, ask questions, be curious, and most importantly, choose advisors who have your best interests at heart—not those who are in it for a commission.

With IWA, you’re not just another client; you’re part of a community focused on real growth, real goals, and real results. Let us help you take charge of your future with clarity, confidence, and trust.

Prakhar Patidar