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Financial Advisor & Financial Planning Services

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Hiring a financial advisor is like hiring a doctor, your financial health improves! It is certainly worth the time and money. Financial advisor help people decide how to invest, manage their money and reach their financial goals.Especially, if you are in a bad financial situation or you are bad with numbers or you wish to lead a relaxed financial future, in all these cases you need an expert advice. But not many realize the need for assistance. We attempted to compile top 5 scenarios in life that need an expert advice.

if you wish to invest your savings, you go to a bank/broker house/ friend or a relative who is selling financial planning services and invest in what is being offered by them without assessing your own financial health nor consulting a financial planner. Although, the Financial Planner and Financial Advisor are similar by the book but in India a Financial Advisor is none other than a person selling financial planning services and products. Although a Financial Planner also advises products, it is supported by a process of understanding one’s financial situation, cash flows, goals etc.

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