Reasons To Count On An Investment Advice For Private Investment - PowerPoint PPT Presentation

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Reasons To Count On An Investment Advice For Private Investment

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Private investment advice is not a luxury, it's a necessity! Having an advisor makes all the difference to obtain good results with your investment strategies. – PowerPoint PPT presentation

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Title: Reasons To Count On An Investment Advice For Private Investment


1
Reasons To Count On An Investment Advice For
Private Investment
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  • Private investment advice is not a luxury, its a
    necessity! Having an advisor makes all the
    difference to obtain good results with your
    investment strategies.
  •  
  • Many investors think that advice is superfluous
    and that they can manage their investments alone.
    But for those who are just starting out and are
    still taking their first steps in the financial
    market, the service will help save time and
    money!
  •  
  • Therefore, in this article, we have separated
    reasons that will make you realize why you should
    have investment advice for investment and Project
    Financing. Good reading!
  • 1. Investing with qualified specialists brings
    more securityThe metaphor is simple if you have
    a toothache, which professional should you look
    for? We bet the answer that comes to your mind is
    dentist, right?

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  • If youre looking for a specialist to take care
    of your teeth, why not do the same for your
    money? An investment advisor is a professional
    who will help you make more efficient decisions
    about where and how to best invest.
  •  
  • It is important to know that, in order to become
    an investment advisor, the professional must pass
    an exam by Ancord (National Association of
    Brokers and Distributors of Securities, Exchange,
    and Commodities) and obtain certification as an
    Independent Investment Agent.
  •  
  • That is, not just anyone can give advice on
    investments. The certification ensures that the
    investor has more security when receiving a tip
    or advice from this type of professional.

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  • After all this, the question remains who would
    you trust more to ask for investment tips, your
    vet friend, or an advisor?
  •  
  • 2. Investment advice saves timeBecause its
    specialized help that understands the market, you
    dont have to learn from your mistakes. Its
    interesting and fun to put together investment
    strategies to see what works, but we dont always
    have the time and money to take the risk of
    making mistakes, do we?
  •  
  • In addition, private investment advisors have
    access to many products on a more complete
    platform than ordinary investors. Therefore, he
    manages to have a more diversified view of
    investments.

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  • In this way, the advisor can analyze and offer
    better options for each type of investor. For
    example, if you are a more conservative investor,
    the advisor already has a good analysis of the
    market to offer investments that match your
    profile and will be able to better explain the
    advantages of investing in each of the options.
  •  
  • So, when choosing where to invest your money, you
    already know when you will have your return and,
    thus, you can reach your goals faster!
  •  
  • 3. Service is personalizedOne of the reasons why
    having an investment advisory service will
    guarantee better and faster results is individual
    service. Good advice analyzes the profile of each
    investor before offering a product.

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  • It is up to the advisor to understand the
    investors financial goals and risk tolerance
    when investing. For example, you are starting in
    the financial market and want to invest without a
    high risk of loss. A good advisor will offer you
    CDB, government bonds, and other fixed-income
    investments with a safe return.
  •  
  • But, if you want to grow your wealth faster and
    are open to taking risks, then the advisor can
    offer stocks of private companies, Project
    Financing, mini-dollar contracts, among other
    options where the investment risk is higher.
  •  
  • A private investment advisory has this concern,
    in addition to the advantage of individual
    service to know who you are, what your goals are,
    and your way of dealing with money. In this way,
    the advisor can be very assertive in the
    suggestions.

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