Choose Your Financial Consultant Wisely

Financial planning gives you a variety of investments and protects your investments against inflation

. A financial planner helps you adjusts the risk to give you a balanced investment portfolio. A Certified Financial Planner (CFP) in India is someone who has received a certification from the Financial Planning Standards Board India. When you hunt for a CFP, he should be one who considers and discusses taking your entire financial standing and your aim for the years ahead into account. When you are looking for a CFP in Pune or for that matter any city, you might be confused and end up banking on unreliable sources. There are some imperatives that a financial consultant should have, which will help you to invest wisely.

There are different investment options that you as an investor might get tempted to invest in. But, as the priorities, future plans and capacity to invest vary from person to person, the investment options and the right quantity to invest will vary. The CFP should discuss with you about your present financial position, your aims for the future and answer all your queries. You should have confidence in the CFP that he will suggest the right investment plan for you.

When you decide to settle on a financial planner, make sure that he is a CFP. The deciding factor while choosing a financial planner is that he should coagulate all the information from you and analyze the impact on your entire financial situation and how it in turn it will affect your life. While searching for a financial consultant in Pune, you can read the below important information.

Some of the decisions he should help you to make are:

How much you should aim to save?

Your retirement plans.

What type of insurance policies you should buy (life, property, disability, property, health)?

Should you opt for home loan?

How much of your investments should be equity, bonds, mutual funds, fixed deposits, etc.?

How much you need to save for emergency?

When you are searching for a reliable CFP in Pune you can bank on Lucre Finvest Consultants Pvt. Ltd (LFS), which is a fast rising asset management and broking firm with a range of portfolios of financial services. It is a company that is the ultimate address for your financial progress.

by: Abhijeet

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