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Is Your Financial Adviser Ideal For You?

By SiliconIndia   |   Thursday, May 31, 2012   |    2 Comments
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Bangalore: An investment or financial advisor is a professional individual or a firm who advices the best for you to handle your money, invest and help you gain from it. For instance, those who give you advice on – how to invest in bonds, stocks, mutual funds and exchange traded funds and also allocate you assets and receive compensation from you are the financial advisors.

They can also be relationship managers, financial advisers, wealth managers, financial planners or private bankers. They help their clients deal with various personal finance issues through proper planning.

Do You Need A Financial Advisor?

You may know what is a Mutual fund, or some Tax Laws. You may also trade in a Stock Market, but it doesn’t mean you don’t need a Financial Advisor or Planner.

Financial Planners are the persons who have done the certification and thus are professionals who have learned strategies, gone through in-depth knowledge to understand how to redistribute a common man’s financial mess. He comes up with a sound long term plan which helps a common man achieve his/her financial goals in future.


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