The trend of
financial planning is going up day by day. Today s technology revolution and
competition can give opportunity very
quickly and vanish any industry within a moment. Due to frequent changes every
one feel stress ,unsafety of job. So
everyone finding good financial advisor
or financial planner who understand his need ,analyse the risk and plan as
per client need. We are human .our emotion
influence our thought ,decision making capacity .Today s day lots of product in
mutual fund industries debt fund, equity fund, elss tax saving fund ,lots of
amc and many scheme. Insurance industries also have may variety of plan
endowment plan ,term plan , health insurance , bla bla bla . due to many product financial
market become complex. This complexity we
can not solve easily and we done mistake,
we can not take any decision, we cant differentiate minor line between safety
,saving and investment.
Finacial
planner can help to solve this problem and plan our all goal properly.
ROLE OF FINANCIAL PLANENER
· Discuss with client about his
income, income type and expense .
· Risk profiling of client.
· Tax planning of client.
· Check insurance coverage
· Goal setting.
· Monitoring of portfolio.
· Review goal
· Taking new opportunities
· Prepare a client for tough time.
SKILL
OF FINANCIAL ADVISOR
You have to select your financial advisor as skill wise and as moral wise
· Check he is capable to handle your
hard earn money.
· What is his education? How much his
experience? He is doing his job full time or part time. His team and technology
adopted by him.
· Communication skill –communication
skill toward client ,toward employee and that company from where he take service.
· Research of advisor, analytical thinking, consistency
· Morally your advisor is interested to
solve your problem or interested to sell his product.
SHIVASHISH
ENTERPRISE
We are
running in mehsana Gujarat since 2007.we
solve the problem of client in equity broking ,mutual fund , pms, insurance and
masters in algo trading and equity advisory. We work with leading broker of india Angel broking, in
mutual fund india s no 1 distributor nj india and prudent corporate. We manage
2800 plus customer .you have any
question regarding discused topic you can contact us
email –kamlesh19_80@yahoo.co.in
wat up
-9376852873
