Finacial Advisor in Shimla, Himachal Pradesh

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Dear Candidate
Afinancial advisor is a practising professional who prepares financial planning for people covering various aspects of personal finance which includes:cash flowmanagement, education planning,retirement planning,investment planning,risk managementand insurance planning, tax planning,estate planningand business succession planning (for business owners). One of the key objectives with which a financial planner works is to provide inflation and risk adjusted returns for its clients
The work engaged in by this professional is commonly known aspersonal financial planning. In carrying out the planning function, he is guided by thefinancial planning process to create a financial plan; a detailed strategy tailored to a client's specific situation, for meeting a client's specific goals. The key defining aspect of what the financial planner does is that he considers all questions, information and advice as it impacts and is impacted by the entire financial and life situation of the client.
Akshay sharma
988226106