Top 5 Reasons to Get a Financial Advisor, today!

Where would a team be without its coach, a class without a professor or a tourist without its map! Having a professional by your side; someone who has analysed and reviewed the subject area thoroughly can prove to be an asset. Here are 5 reasons why you should look at hiring a financial advisor.

Customised services

A financial advisor is someone who pays close attention to your life plans and goals, so when a financial plan is drawn out, it is customised to your specific needs and yours alone. Apprehensions, if any, can also be taken into consideration and treated with the utmost seriousness so when the final plan is created, it aims to satisfy all your requirements.

To achieve your goals in a systematic manner

Short term goals like an international trip or upgrading your car are different than long term goals like retirement planning. The importance of financial advisor comes to the forefront when they evaluate your expectations and devise a plan that caters to these specific requirements keeping in mind your income, budget and tax obligations among others.

To invest in options that work for you

Stock, equity, blue chip funds, hybrids, insurance; more the terms, more the confusion it creates for someone not familiar with the subject. An investment advisor will take the time to guide you, so you understand the options at your disposal and figure out how they may be used to create wealth for you.

No Surprises

By revisiting your financial plan at regular intervals, a financial advisor can help you factor in details like urgent home renovation expenses or unexpected trips. A financial plan can be tweaked, monthly deposits rearranged, new goals added or altered so that there are no interruptions to your well thought-out investment schedule. With a financial advisor by your side, most of the surprises of day-to-day life can be catered to.

Knowledge and experience

An advisor’s considerable experience is at your disposal when it comes to investments. They carry out research, study and stay updated on new developments in the market so that you are among the first to know about new schemes or investment scenarios that may help fast-forward your wealth creation plans.

An investor education initiative by Edelweiss Mutual Fund

All Mutual Fund Investors have to go through a one-time KYC process. Investors should deal only with Registered Mutual Fund (RMF). For more info on KYC, RMF and procedure to lodge/redress any complaints, visit - https://www.edelweissmf.com/kyc-norms

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