Saturday 17 January 2015

10 Reasons Why you need a Finanical Advisor / Planner for Investments success in 2015

After a great year of 2014 for equities with exceptional returns in Indian stock markets, falling crude prices, easing inflation and full majority government of NDA at helm of governance under leadership of PM Narendra Modi to transform India and get its due apex position in world, Year 2015 is all set to bring a new leap for Indian economy as India heads for better governance, better prospects, positivity, on ground actions and better sentiments and above all the 3D's Democracy, Demand and Demographics pitch and reality by PM Narendra Modi for building brand India with his missions and his visions with youth power and their skills is sure shot going to bring prosperity and wealth to many Indians. 

The challenge lies, how the youth and middle class of India is going to understands the ways to create this wealth beyond their earnings / income which is making wise and smart investments decisions and moving towards discipline of investing in right asset class as early in their life with power of compounding over a long period of time (>10 years +). Investor awareness prograns by SEBI, NSE, BSE, AMFI, Media & others is very important for future of Indian investors who aspire to be wealth and prosper but one more thing every Indian investor family needs is engagement and hiring of a professional qualified Financial Planner / Advisor.

In 2015 investors need to engage Financial planner or Financial advisor to step forward in right direction for their Financial Freedom. So I am jotting down 10 reasons why you need a Financial Advisor / Planner for your wealth creation and have Financial Freedom in 2015 and beyond with rising India.

1- A Financial planner / Advisor gives professional advice based on your needs

2- A Financial planner / Advisor help you set measurable goals

3- A Financial planner / Advisor helps you understand various financial instrument

4- A Financial planner / Advisor highlights the effect each financial decisions has on your overall financial goals

5- A Financial planner / Advisor reminds you to re-evaluate your financial situation periodically

6- A Financial planner / Advisor encourages you to start planning as soon as you can in your life

7- A Financial planner / Advisors will draw up a financial plan which is practically achievable.

8- A Financial planner / Advisor recommends a plan, yet empowers you to take charge of your complete personal finances and financial health

9- A Financial planner / Advisor keeps your interest in mind all the time

10- A Financial planner / Advisor free up your time and ensure a financial freedom for you so that you can concentrate on the other important things in life


Manish K Pandey
CEO & Founder Director
Fern Wealth Advisors Private Limited
Navi Mumbai
# +91-9830040603

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