2. A large number of people think that having more money will
solve their financial difficulties which are completely wrong. But,
they need is a financial advisor who will help them understand
their situation and provide them a plan that will get them to the
level of financial success. These days, managing your personal
finance is not a difficult task due to financial planners or
Financial Advisory in Pune services
3. Payment Of Fixed Fee
A certain amount of money is charged
based on a particular project. Financial
advisors will meet with the client one on
one to interview, assess, and advice in
order to forge a financial strategy that
will take them from point “a” to point
“b”.
4. Commission Based
In this case, the client passes’ paper
assets or financial products that can be
sold for cash in order to be able to
execute the suggestions of the
financial advisor and the advisor gets
a certain amount of the money as a
commission at the end of the
transaction.
5. Commission And Fees Both
Popular and well-known financial
advisors charge a fee to meet with
you and also receive a commission
from the sale of any financial
products you may want to sell or
buy. Additionally, some of the
experts who work for companies that
offer financial advisory services may
be paid salary.
6. Certified Financial Planner
A certified financial planner can
make a wide assessment of your
finances. But make sure he or she
must complete coursework in
personal financial planning, pass an
exam plus have three to 5 years of
planning experience as well as
commit to a code of ethics and
standards.
7. 1040, Sadashiv Peth,
Bahar Apts,
Near Nagnath Par,
Pune - 411030.
Tel : +91-020-24477990 /
+91-020-24472001
E-mail:
sga@sgujar.com
Website :
http://sgujar.com
Contact Us