Why Choose a Financial Advisor? - PowerPoint PPT Presentation
Title:
Why Choose a Financial Advisor?
Description:
Financial advisors() help people manage their money and reach their financial goals. They can provide a range of financial planning services, from investment management to budgeting guidance to estate planning. The financial advisor you choose will depend on your financial situation and your needs.For any financial assistance, consult your financial advisor today! – PowerPoint PPT presentation
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Title: Why Choose a Financial Advisor?
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Why Choose 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?
- 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. - 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. - 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
