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FINANCIAL ADVISERS BRING A LOT TO THE TABLE

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A person suffering from an ailment or involved in a legal wrangle seek a doctor or a lawyer for professional help. However, if he must invest his hard-earned money then he will shy away from seeking a financial adviser. A financial advisor in jaipur is a professional who provides financial guidance to clients based on their needs and goals and helps manage their money including investments and other accounts. There are two types of advisers: Fiduciaries are the ones who charge a fee for their advice and holds assets in trust for a client; the others are distributors who earn commissions from the products they sell to their clients. Then there are financial planners who are professionals helping companies and individuals create a program to meet long-term financial goals. In India, due to the proliferation of the financial industry, the same entity performs the dual task of planning and advising the clients. Financial Planner in Jaipur choose investments for a client by assessing th...
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How to Find Best Financial Adviser

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As we know we always need an adviser for our requirement like when we are sick we need a doctor, for making a house we need an engineer for advice, if we want to start new career we need advice from elders. Same for complete or achieve financial goals we always need an adviser for best guidance to investments. Financial advisers help that how can we save for investments, grow your money. They can help you tackle a specific financial goal-such as readying yourself to buy a house or give you a macro view of your money and the interplay of your various assets. Some financial planners give advice services but not investment management services. Some advisers provide management services but little advice. Some adviser focused on only retirement planning and some focus on wealth creation for folks who won’t be retiring for another ten or twenty years. First of all, you need to understand what type of financial advice you need and what service a potential adviser provides. Here ...
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Process of Investing in Mutual Funds

1. know Your client (KYC): it's obligatory for any capitalist to induce the KYC done before dealing in Stocks, Mutual Funds, Portfolio Management Services etc. this can be a once exercise, done through SEBI registered treated (Mutual Fund advisors, brokers, Mutual Funds etc). Furnishing PAN is obligatory for fund transactions apart from small SIP investors (investing but Rs. 50,000/- in a very FY in mutual funds). Any of the documents in every of the class ought to be submitted for completion of KYC formalities: Identity proof: PAN card, driving license, Passport copy, Voter ID, Bank Photo passbook. Address proof: Latest electricity bill, passport copy, bank account statement, Demat account statement, Voter ID, driving license, ration card, rent agreement. The documents like bills and statements ought to be less than three months before the date of application. Along with the on top of aforesaid Identity proof and address proof document, a prospective capitalist ought t...
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