“Do It Yourself” is suited for individuals who want complete control and are short on time, and are therefore unable to interact with an Investment Advisor. The platform is convenient and allows you to make your investments quickly, without a Financial Advisor.
Do It Yourself
“Expert Financial Help” is for individuals who would like to get a comprehensive investment plan prepared with the assistance of an Investment Advisor and would be willing to spare time for the same.
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Put simply, Financial Planning is the process of evaluating your current situation, and then preparing and executing a roadmap for a better financial future! A qualified financial consultant can combine investment planning and financial planning to ensure that you meet your important goals by investing systematically and following correct investing behaviours.
The main objective of financial planning is to ensure that you meet your future financial goals without compromising on your lifestyle or facing undue stress! By helping you manage your cash flows smartly and stick to your investment plan with discipline, financial planning ensures a better financial future for you and your family.
The investment advisor or financial consultant plays a vital role in the financial planning process! In the long run, “how you invest” matters a lot more than “where you invest”. Even the best investment planning processes fail to deliver results if the “human element” is not managed properly. The investment advisor doesn’t just recommend the best investment plans or suggest market related portfolio changes – she also plays the role of counsellor or behavioural coach to ensure that you remain steadfast on your financial planning journey!
Fantastic technology serves as a critical enabler for the financial planning process. A financial consultant with access to great tech to track and monitor your progress, will be better equipped to seamlessly implement critical investment planning changes from time to time. In a nutshell, technology ensures the continuity of your financial planning journey, so that it doesn’t just remain a one-time conversation with a financial consultant, but translates into tangible long term outcomes!
First and foremost, it’s important to know that Financial Planning is not merely a means to achieve higher returns from your investment plan! The process of financial planning is an iterative one, and your financial consultant will use tracking tools and technology to conduct time to time reviews and adjust your investment plan to match your present situation. Secondly, being open and transparent about your present situation with your financial consultant is critical for financial planning success. Finally, it’s important to know that financial planning is a long term endeavour, and sticking to your plan with discipline and commitment is the key to success.
