While taking care of the client’s investments a financial planner has to give importance to many factors that helps to safeguard his client’s interest. Following are the major steps to be followed by a financial planner.
The research team at IndianMoney.com comprises of certified and experienced professionals who share the company's vision to make every Indian financially literate by equipping every Indian with right and unbiased advice. IndianMoney.com research team provides newsletters, articles, videos and FAQs on various financial products and concepts only to help you make wise financial decisions.
Subscribe to our Youtube Channel