Authored by: Ajit
Panicker
Financial planning is not only about investment planning. Investment planning is a part which comes under the umbrella of a comprehensive financial planning. People make some common mistakes when taking crucial financial decisions related to their asset building or investment with "return" as the biggest parameter to judge.
Doctors are specialists in their fields of medicine and surgery, so also are other professionals. Similar to them, Financial planners are professionals certified by FPSB Board in India ( FPSB India is a part of FPSB Ltd, USA). They are certified to do financial planning internationally.
Financial planning is not only about investment planning. Investment planning is a part which comes under the umbrella of a comprehensive financial planning. People make some common mistakes when taking crucial financial decisions related to their asset building or investment with "return" as the biggest parameter to judge.
Doctors are specialists in their fields of medicine and surgery, so also are other professionals. Similar to them, Financial planners are professionals certified by FPSB Board in India ( FPSB India is a part of FPSB Ltd, USA). They are certified to do financial planning internationally.
Usually, the decisions in a family are taken by the eldest most but in many families it could be liberal to an extent that , opinions are asked. The purpose of taking opinion from elders or those who are experienced is basically because we expect them to have knowledge about those aspects But is it prudent to say that, every eldest member of the family, knows about all the things in this world. No , it is not.
Financial Planners are specialists in their field , who know their job and do comprehensive financial planning.
Therefore you should consult your financial planners , not only before taking any financial decision but to plan you finances , so that your life can be planned.
Few WHY's to consult your Financial Planner:
1. Financial Planner is a super specialist in managing and planning your finances.
2. He is a certified professional, registered under an internationally acclaimed board and examination.
3. He is focused in helping you set your goals and achieve the same on time.
4. He is knowledgeable and recommends you the best plans.
5. He has great interest in the field of financial planning and so keeps himself abreast with the latest in the financial world.
6.He is your Financial doctor, who treats your diseased financial portfolio and wrong decisions.
7. He is unbiased and gives genuine recommendation which are highly useful and advantageous in long term.
8. He is empathetic and understands the "returns" sentiments attached to each asset or investment being made in an asset.
9. He constantly endeavors to keep you happy and free from all financial turmoils or tensions.
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