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How to find best financial planning services in India

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By advisorindia on January 31, 2014 Like


Financial planner is a qualified professional who helps an individual manage their finances, guiding them to achieve their short term as well as long-term financial goals. It is easier said than done but financial planners have to do a thorough research about the client’s background, analyse their financial history, figure out the loopholes in their investment pattern, come up with a strategy for helping the clients achieve their refined financial plans and helping them with their investment exercise. Due to a booming economy there are a number of small and medium size financial planning services in India which are establishing their roots here. These financial planners also help a client with their tax planning, post-retirement plans, risk management, asset allocation and estate planning. These financial planners are certified and registered with the Registered Financial Planner Institute board of India.


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A well educated and understanding financial planner is like the personal coach of your finance who brings to the table years of knowledge and understanding in order to help you realize your lifetime financial potential by putting together a personalized plan which are the building blocks to your wealth. Now what are the key building blocks that help you in maximizing your wealth? They are essentially budgeting, investing, managing debt, managing tax, super, protection and social security. Based on your current financial condition, your financial planner will study these building blocks and construct strategies that will help you to make informed decisions about how to invest and protect your money. How do you select your perfect ‘My financial planner India’? In order to do so, one should need to understand the working culture of their respective financial planner and how well he knows you and your financial background. Just like nothing remains constant, even the economic scenarios change periodically. Your financial planner should be able to adapt to the changing environment and should be able to guide you and come up with interesting financial plans and investment options to make sure that you continue to earn maximum returns on your investments. This necessarily means that even your financial plan requires regular monitoring and reviewing in order to provide you what you need from your money and this is perhaps one of the best ways of forming a long-term and beneficial relationship with your financial planner. It is best to look for financial planners in the region that you reside so that it is easier to get in touch with him whenever the situation demands you to. You can get a list of certified financial planners on the website of Indian Financial Planning board and you can contact them independently by going through their profile and credentials. It is always important to enquire from your prospective financial planner about the fees that they normally charge in order to plan your finances accordingly. Mostly the financial planners earn by commission on the investment plans or mutual funds that they sell through their clients. One

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can also seek financial planning services from advisors affiliated to their respective banks so that you get comprehensive financial services at a reasonable cost.

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How to find best financial planning services in India  

Financial planner is a qualified professional who helps an individual manage their finances, guiding them to achieve their short term as wel...

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