Who is a Financial Advisor?

Views:
 
     
 

Presentation Description

Financial advisors(https://www.edelweissmf.com/find-a-financial-advisor) are people who helps in managing your money and reach your financial goals. The financial advisor you choose will depend on your financial situation and your needs. These Advisors provide a range of financial planning services, from investment management to budgeting guidance to estate planning. For any financial assistance, consult your financial advisor today!

Comments

Presentation Transcript

WHO IS A FINANCIAL ADVISOR:

WHO IS A FINANCIAL ADVISOR

Who is a Financial Advisor?:

Who is a Financial Advisor? A financial advisor provides financial advice or guidance to customers for compensation. Financial advisors, or advisers, can provide many different services, such as investment management, tax planning, and estate planning. Increasingly , financial advisors are providing a range of services from portfolio management to insurance products as a one-stop-shop.

Why Choose a Financial Advisor?:

Why Choose a Financial Advisor? Knowledge & Expertise: An advisor's considerable experience is at your disposal when it comes to investments. An Advisor is equipped with necessary research, latest market trends and product launch information to advice the most suitable plan for you. Customized Solution: A Financial Advisor is someone who pays close attention to your life plans and financial goals. He will draw a customized Financial Plan to suit your specific needs basis your risk profile and asset allocation requirements . Instils discipline to achieve goals systematically: A Financial Advisor will evaluate your expectations and devise a plan that caters to long, medium or short term goals keeping in mind your income, budget and tax obligations among others. Consult a Financial Advisor today!

THANK YOU:

THANK YOU

authorStream Live Help