What is the role of an Investment Advisor in the Financial Planning process?

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!