Vidhyalakshmi

What are the main work and responsibilities of a Financial Planners?

I need an urgent answer to decide my preference

by Vidhyalakshmi
1 answer
| Share :

1 answer

RE: What are the main work and responsibilities of a Financial Planners?

Vaibhav Bhutra
Vaibhav Bhutra
Verified Career Expert
Career Counselor/ Director at Educomp Vidyamandir Classes
  • Surat

Dear Friend,


Greetings of the day!!!!Financial Planners

Financial Planner is one who manages and Provide Advice for his/her clients for the financial investment based on the clients needs.

The Work and Responsibilities of financial planners are as follows

Planning : A Financial Planner is expected to plan for finances of his/her clients based on the needs in future, moreover there are lot of different avenues which a financial planner should explore to provide best for returns to his/her clients and also should ensure minimum tax- liability

Updating : A Sound financial Planner should also ensure that he know what client has in his portfolio and what are the necessary changes needed to ensure maximum returns.

Profiling : In Financial planning one needs to ensure that we have clear idea about the need and Risk apatite of the client. Its considered that if the client is old he should invest more in DEBT and if younger than in EQUITY

Term : A financial planner also needs to ensure that the instruments of investment is based on different term i.e. long term, medium term, short term for different needs

Regulations: A financial Planner should also ensure that he follow all the regulation laid by different regulators so that the client should be face any problem

Revenue : Most important is to generate revenue for the company/yourself by way of providing advice to the clients which are beneficial for client as well as company.

These are broad job and responsibility one financial planner would have.

Wish you all the best!!!






In order to post replies to the question: "What are the main work and responsibilities of a Financial Planners?"

Post Reply

Latest ANSWERS

I am currently studying Commerce but I want to be a free lancer film maker so which degree should i do and which colleges

Details of film making institutes are given on this link / https://news.manikarthik.com/top-10-colleges-learn-movie-direction-india/lifestyle/educatio .. read more

How can a HR professional be benefited by doing a CSR course

Hello Swati, HR professional can play a key role in embedding Corporate Social Responsibility (CSR). You can opt for Short term/ certificate course fr .. read more

GOOD MORNING MAM, MYSELF RICHA , IAM MCOM GRADUATE, & WORK EXP N ACCOUNTING FIELD, BUT IAM WILLING SHIFT MY CAREER , AS IM INTERESTED IN PSYCHOLOGY, SO ARE THERE ANY SCOPES OF GETTING ... PLS GUIDE ON TEH SAME.

Meet someone working in the field, or speak to a career coach about the specific field of psychology that you would like to enter. 1. A MA (Psychology .. read more

hello i have done my bsc with 46% from calcutta university. currently i have enrolled for an msc course in correspondence. should i opt for MBA after this or phd by NET or GATE? what will be the better option ?

What is it that you would like to do in life? If you intend to take the teaching or research route, M.Sc, NET and PhD will help, but your graduation s .. read more
Most Popular

Best courses after B.Com to make a good career

Hi, Thanks for the useful article. Apart from the above-mentioned career options, to save the money and time after competing Graduation, Many more opt .. read more

What are the career options after M.Sc Life Science?

Engineering Career: Engineering career has a lot of scopes and you can take direct admission in B.tech in top engineering college of Bangalore Direct .. read more

List of colleges where I can apply for M.Tech without GATE score?

Though Gate is an entrance exam which is compulsory for students who want to join Iit's and Nit's. But all students cannot join through gate. They can .. read more

I have completed my bachelor of physiotherapy and iam planning to go uk for higher education as my seniors suggested physiotherapy is almost saturated in uk, i am planning for health management please give me your suggestion regarding this.

For medical admission in India, what are the best career options? Dear friends if you are looking to become a doctor, dentist or specialist  .. read more
Caching Date: 11/19/2017 7:18:59 PM