- Turnover: 5 - 50 crores
- Constitution: Public ltd
- Line of Activity: Tech
• Understanding your investment needs and chalking out a ﬁnancial plan:
One of the very ﬁrst steps while chalking out a ﬁnancial plan is to understand the need and purpose. Your ﬁnancial advisor understands from you, your needs and future goals and accordingly draws a long-term plan to fulﬁl it.
• Financial expertise:
A ﬁnancial advisor brings with him/her, expertise about the ﬁnancial markets. They undergo several trainings and carry certiﬁcations to secure the title of a ﬁnancial advisor or an investment advisor. And thus, engaging a ﬁnancial advisor to help with building a portfolio, chalk out your goals and help track it, could be a good idea.
• Laying down SMART goals:
Goals need to be SMART – Speciﬁc, Measurable, Achievable, Realistic and Time-bound. Even in your ﬁnancial plan, you have to chalk out goals that are achievable keeping in mind factors such as your income, expectation of return and goals. And a ﬁnancial advisor would help you do this.
• Helping you choose the ideal path to being ﬁnancially ﬁt:
Once you decide what your goals are, your ﬁnancial advisor would help you choose speciﬁc investment options to achieve it. Your advisor would help you choose the appropriate ﬁnancial instrument basis your risk-return requirement and match it with the appropriate ﬁnancial instrument.
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