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Financial Advisor - An expert for prolific investment

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We all have turning points in life, where we need the help of a financial advisor. A strong financial management strategy is the key factor which can escalate growth and enhance profitability personally or professionally.

No organization can run successfully without an efficient and prudent financial advisor, handling the finance department. In these competitive times when the world is besieged by economic slowdown only those organizations can sustain their growth and profitability which have expert financial senior advisors. The financial advisors have in-depth knowledge of various streams of financials such as Risk management, making new financial policies, budget making, enhance profit margins, corporate social responsibility etc

A huge demand has been created for competent professionals possessing financial expertise. It is imperative to have a deep rooted interest and strong understanding of financial matters and other perspectives such as mutual funds, in order to climb the success ladder.

Let us have a look at the signs that indicate the help of a financial advisor:

  • Better time management to handle your finances

    Time is one thing that can avert a person from attaining his or her financial goals. We all have a lot of commitment towards our life and due to lack of time management we are unable to fulfill them. And the insufficient time left, is for our near and dear ones. The pace of society makes it difficult for us to maintain long term goals which is very much essential for substantial growth in life. Choosing the right financial product from the market which suits you and your future goals is a time taking task. We all have a shortage of time and therefore the need of financial advisor arises, who can help in doing this task properly.

  • Confused relationship wherein manager of your bank acts as your financial advisor

    A bank relationship manager is usually not a certified one. The major concentration of relationship manager is on fee income which leads to convincing the clients into future investments that might not be a best interest. They are always obsessed with their targets rather than their growth. You need someone who is primarily focusing on your goals and growth for a better future.

  • Underrate the amount essential for calm retirement

    We all believe that some arbitrary amount of 50 lakhs to Crore is enough for our retirement, without even thinking the inflation rate. Now calculate for yourself, subtract the inflation rate from your annual growth and you will get the idea of your peaceful retirement investment planning you were confident about. This is the time you need a financial advisor who can help you achieving your retirement plans.

  • Insurance products and FD’s from the immensity of our investments

    The majority of us must be responsive about the advantages of monthly SIP’s. Nevertheless, we are not aware about the exact amount that is needed to cater to the financial goal and we only invest a certain amount of surplus say 15000-20000 INR and this amount will acquire our financial goal. It is an informal way of investing. One should acutely look in Goal-Based Planning strategy in order to watch out the financial goals.


Happiness is somehow related to funds for crucial moments of life like education, marriage, home purchase, health issues and retirement. Take advice from a financial advisor for safe and profitable investment to have a blissful future.

Mr. Ajay Kumar Jain, M.Sc, Chairman And Managing Director
Being the Chairman And Managing Director, he focuses on holistic investment planning and wealth management and tries to make investment planning simpler for retail and HNI investors. Investor education is one of the prime things that Mr. Ajay Jain focuses on as he believes financial education is the foundation of successful investing. With over two decades of experience, Mr. Jain has made a mark in the Indian mutual fund industry due to his compassion and sheer hard work.

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