Who is a Financial Advisor? (1) - PowerPoint PPT Presentation
Title:
Who is a Financial Advisor? (1)
Description:
Someone who helps in managing your money and reach your financial goals is a financial advisor(). Your choice of financial advisor 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. This presentation will give you a better idea about financial advisors! – PowerPoint PPT presentation
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Title: Who is a Financial Advisor? (1)
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WHO IS A FINANCIAL ADVISOR
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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.
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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!
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THANK YOU
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