Taresh explains the why,what,how and where of the CFP certification
Financial Planner is a process of definition of your Goals, Risk Profile, Time Horizon or when you would need money. FP Assesses Financial needs of individuals & helps in Short-Long Term Goals. Financial Planner is an educator, coach, mentor to help you understand need-want detailed financial topics-budgeting-saving-investing, Tax, Insurance, Will, Estate, Home, Then Plan is a road map of your Fin Future Where Financial Planners simulates best & worst scenario. Financial Planner gives strategies-Macro view Reduce Risk-Diversified Allocation Look into your personal income expenses & deliberates, empathies’ relates, responsible.
Who is Financial Planner
CFP Education Ethics,
Bring you Confidentiality,
Taresh has Own Office,
Seen Upside Down,
320 Clients advised,
30 Years of Business experience.
Taresh Gives Unbiased opinion & works like a Dr./ Architect.
Dealing with my Financial Advisor
Advantage Financial Planners LLP is registered with SEBI under the Investor Advisor Regulation 2013. Only if registered, then only anyone can give advice & charge a fee. No Commission. Working as a Fiduciary. Based on your Financial Plan, the firm helps & assist in Online Direct Mutual Fund. Monitor Progress. You Control, we assist you. Review. Rebalance. Initiate STP,SWP,SIP. Select Right Funds based on 15 Parameters.
For more information
CERTIFIED FINANCIAL PLANNERCM and CFPCM are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB.
For more information: visit: www.advantagefp.in or call +919810144683