Why Choose a Financial Advisor? (1) - PowerPoint PPT Presentation

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Why Choose a Financial Advisor? (1)

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Financial advisors() are professionals who manage people's money and help them 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? (1)


1
Why Choose a Financial Advisor?
2
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.

3
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!

4
THANK YOU
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