{"id":177,"date":"2017-11-30T10:28:59","date_gmt":"2017-11-30T10:28:59","guid":{"rendered":"https:\/\/myfintree.com\/blog\/?p=177"},"modified":"2018-11-20T09:45:53","modified_gmt":"2018-11-20T09:45:53","slug":"why-do-we-need-a-financial-consultant","status":"publish","type":"post","link":"https:\/\/myfintree.com\/blog\/why-do-we-need-a-financial-consultant\/","title":{"rendered":"Why Do We Need A Financial Consultant?"},"content":{"rendered":"

\u00a0 \u00a0Why do we need a Financial Consultant<\/strong>?<\/h1>\n

Just like a greater cricketer needs a private coach to win a match<\/p>\n

\"\"<\/a><\/p>\n

 <\/p>\n

Similarly, a person needs a Financial Planner<\/strong><\/span> <\/a>to achieve his \/ her financial goals\u00a0as de<\/span>sired.<\/p>\n

For Eg:<\/p>\n

Mr. Raj and Mr. Rahul ,two brothers were discussing about options for how to save tax<\/a> <\/span>and how to save money for their child’s education and their retirement<\/a><\/span>.Their friend suggested them to visit a Financial Consultant<\/strong> to get better investment options. Both the friends started searching for a Financial Planner in Thane,Navi Mumbai and Mumbai<\/a> <\/span>region so that they can get better investment options\/ideas. Their Financial Planner helped them to aline their investments,helped them set proper financial goals depending upon their needs and requirements and even suggested them to open an Online Demat Accounts<\/a> <\/span>for quick and easy investing and also recommended them to invest a particular amount every month in equity mutual funds<\/a> <\/span>through Systematic Investment Plan.<\/a><\/span><\/p>\n

Money is the complicated subject there are many things you need to think about to\u00a0protect it & make most of it<\/span><\/p>\n

Technology has been a boom to financial services.<\/p>\n

Even though people having been using online banking and various online applications for long time still the concept of Online financial planning<\/span> <\/strong><\/a>is new.<\/p>\n

 <\/p>\n

You can avail the benefit of Online Financial Planning<\/strong><\/span><\/a> & get advice for your investments and help you to achieve your financial planning<\/span><\/strong><\/a> goals.<\/p>\n

 <\/p>\n

Here are the reasons why the Financial Planners\/Financial Consultants are important who can assist you in achieving your financial goal.<\/span><\/p>\n

Understanding Performance<\/strong><\/span><\/p>\n

A Financial Planner <\/span>helps you understand the performance of fund i.e. how volatile or consistent the fund is and suggest funds which are most suitable to achieve your financial goal<\/span><\/p>\n

Financial Planner clears the Fo<\/span>g<\/strong><\/span><\/span><\/h5>\n

Financial Planner clears all your doubts regarding investment like:<\/p>\n

Where to Invest<\/p>\n

When to Invest<\/p>\n

How long and how much to invest<\/p>\n

Monitoring & Evaluation<\/strong><\/span><\/h5>\n

Keeps track on performance of the fund asset allocation & takes timely action as and when required by rebalancing<\/p>\n

Keeps record and maintenance <\/strong><\/span><\/h5>\n

Financial Planner helps you keep record of<\/p>\n

    \n
  1. Amount invested<\/li>\n
  2. Taxation & Capital Gain<\/li>\n
  3. Helps your family with important financial information and records<\/li>\n
  4. Updating of nominee details & other important records<\/li>\n<\/ol>\n
    Financial Understanding<\/strong><\/span><\/h5>\n

    Financial Planner enables you to have a whole new approach to your budget and improving control over your financial lifestyle<\/p>\n

    Complete 360-degree view<\/strong><\/span><\/h5>\n

    Financial planning is not just about investing money in stocks or Mutual Fund. But financial planner helps you prepare for emergencies or other life events & keeps track on where you spend your money on.<\/p>\n

    Being Prepared <\/strong><\/span><\/h5>\n

    Financial Planner by taking responsibility for your financial well being, put your money to work for you & make you feel confident & secure about where you are financially lacking.<\/p>\n

     <\/p>\n

    What is your reason to see a financial adviser?<\/p>\n

    <\/a><\/a><\/a><\/a><\/div>","protected":false},"excerpt":{"rendered":"

    \u00a0 \u00a0Why do we need a Financial Consultant? Just like a greater cricketer needs a private coach to win a match   Similarly, a person needs a Financial Planner to achieve his \/ her financial goals\u00a0as desired. For Eg: Mr. Read More<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-177","post","type-post","status-publish","format-standard","hentry","category-financial-planning"],"_links":{"self":[{"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/posts\/177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/comments?post=177"}],"version-history":[{"count":19,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/posts\/177\/revisions"}],"predecessor-version":[{"id":435,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/posts\/177\/revisions\/435"}],"wp:attachment":[{"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/media?parent=177"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/categories?post=177"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/myfintree.com\/blog\/wp-json\/wp\/v2\/tags?post=177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}