3. Imperial FinsolFinancial Basics
• A financial advisor is a professional person
who have done a deep study and gained vast
knowledge to analyse and understand how to
build the clients financial status in order to
achieve his goals.
• Financial advisory is the term that can be
used for both private and government
sectors.
4. Imperial FinsolWhat Does Financial Planner
Do?
• They collect the data and reveal the
expectations, achievements and goal of the
client.
• Accordingly they analyse the investment
status of the client. And start preparing the
investment plan to achieve the goals of the
client.