Most of us approach our financial lives like the disorganized traveler who gets to his destination eventually and perhaps even enjoys the rough ride. Few people in India take the expert-determined roadmap approach. We think we have a clear roadmap in mind, but our financial lives are marked by ad-hoc decisions and capitulation to the temptations of the flavours of the financial season.
To add to the confusion, now there is an overload of financial products and tools available are making financial decision-making increasingly difficult by the day. Even people who are professionally qualified but not actively involved in using these products or updating themselves with the developments in these products find it difficult at times to maximize their utility, imagine the confusion a layman faces!
A financial doctor would be the answer to all our problems. He has all the expertise on finance ranging from investment planning to tax planning to retirement planning to insurance planning to estate planning. s opposed to the conventional financial advisors who limit themselves to the investment aspect of personal finance, Financial Planners provide end-to-end Financial Planning by covering all the aspects of personal finance. In fact, investing only starts where our Financial Plan ends.
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Your Needs Big Picture
