A Financial Planner is a professional who prepares comprehensive financial plans for clients so that they can meet their medium and long term plans. They give recommendations to build better portfolio, on investment planning and on tax planning. A financial planner considers all question and queries from its clients and is affected by his financial life.
The financial planner usually helps plan the client’s risk management, investment planning, tax planning, estate planning, relationship management, cash flow and liability management.
The planner usually follows the process of planning by first setting the client’s goals. He does so by collecting relevant information of the client.
After thorough analysis, he frames a financial plan. The financial planner implements strategies in the plan and examines the plan throughout to see if there are any shortcomings. If the plan is beneficial to the client then the planner goes ahead and makes it more efficient for the client.
Thus, when investments are made with the help of planners, it’s always more advantageous. Expert advice from helps investors get a good idea about the investments and can invest better.
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