Who is a Financial Advisor? - PowerPoint PPT Presentation

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Who is a Financial Advisor?

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Financial advisors() 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! – PowerPoint PPT presentation

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Title: Who is a Financial Advisor?


1
WHO IS A FINANCIAL ADVISOR
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Who is a Financial Advisor?
  1. A financial advisor provides financial advice or
    guidance to customers for compensation.
  2. Financial advisors, or advisers, can provide many
    different services, such as investment
    management, tax planning, and estate planning.
  3. Increasingly, financial advisors are providing a
    range of services from portfolio management to
    insurance products as a one-stop-shop.

3
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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