Who is a Financial Advisor? - PowerPoint PPT Presentation
Title:
Who is a Financial Advisor?
Description:
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?
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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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