Role of financial advisory service in venture capital - PowerPoint PPT Presentation

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Role of financial advisory service in venture capital

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A financial advisor helps you plan your business’s and your personal future as well. If you have certain financial goals that you need your business to achieve in a certain period, financial advisory services help you do so. – PowerPoint PPT presentation

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Title: Role of financial advisory service in venture capital


1
Role of financial advisory service in venture
capital
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2
Financial advisory services
Time and again, every business or individual
needs financial advisory services. A financial
advisor guides the business and the individual
through the investment journey. They tell us what
financial decisions would be good for our
business and what wouldnt. The role of a
financial advisor is more than just aiding in
trades on behalf of his or her clients. Financial
advisors are needed to help business and
individuals through their knowledge and
experience built through expertise in order to
make financial plans that would help their
clients in achieving the said financial goals.
Not just investments, but managing budget,
strategizing taxes and insurance is very
important.
www.avendus.com/india
3
Role in venture capital
So how do these financial advisors become a key
factor in venture capital? What role do they play
in this? Financial advisors as mentioned below
dont just carry out financial transactions and
investments on behalf of their clients. They also
help them in raising the needed venture capital
for a business. Their activities pose immense
benefits for their clients. And not just that,
their advice also helps in strengthening the
terms and conditions of the said funding. Along
with this, these financial advisors also overlook
investments and negotiations of those
investments. It is often said that using the help
of financial advisors does help the entrepreneurs
in getting venture capital funding.
www.avendus.com/india
4
Planning future
A financial advisor helps you plan your
businesss and your personal future as well. If
you have certain financial goals that you need
your business to achieve in a certain period,
financial advisory services help you do so. They
become your partners in planning. They help you
realize the amount of money that you should be
saving every month, the kinds of accounts you
will need, and with that the different types of
insurances you and your business will need in
future too. This can be long term and short term
both. Plus, they help you by providing aid in tax
planning and filing returns.
www.avendus.com/india
5
Educating you on finance
Your financial advisor also takes up the role as
your educators in the world of finance.
Irrespective of what your current need is,
whether it is raising venture capital, planning
future finances or anything else. They educate
you on various topics of this field. Right from
budgeting, to forming investment strategies, tax
planning, complicated investments and so on. As
this relationship deepens, it becomes easier for
you to trust their abilities in handling the
money well.
www.avendus.com/india
6
Gauging your risk capacity
Financial advisors do a detail study of your
financial portfolio and also help you to know
your risk capacities. Any advice that they
provide on investment is based on your
risk-taking ability, especially when it comes to
investing in shares and stock markets or
short-term mutual funds, since these are products
that fluctuate drastically with the market
trends. They analyze the risks in those specific
products, asses your current financial strength
and only then make a decision and advice you on
the type of pool of investments you should make.
They effect your business and personal financial
growth to a very large extent in this way.
www.avendus.com/india
7
Thank You
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