Khasnis - The Wealth Managers | Financial Advisors Nagpur, India
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A financial adviser or financial advisor, is a professional who suggests and renders financial services to clients based on their financial situation. In many countries financial advisors have to complete specific training and hold a license to provide advice.
How much should you pay for a financial advisor?
It varies, but most fee-only financial planners will charge between $1,000 and $2,000 for a comprehensive financial plan. For ongoing advice, you could expect to pay a monthly retainer of a couple hundred dollars. That's for financial planners.
What does a financial advisor do?
A financial planner is a professional who helps you organize your finances and projects the results of your savings and investments so you can see how well prepared you are for retirement. They also help you make decisions with your money that will help you reach your financial goals as efficiently as possible.
What is the difference between a financial planner and a financial advisor?
A financial planner is a professional who helps companies and individuals create a program to meet long-term financial goals. Financial advisor is a broader term for those who helps manage your money including investments and other accounts.
Is it worth having a financial advisor?
Financial advice typically costs 0.5 percent to 1 percent of your portfolio per year. So, yes, people want to know if they are getting what they pay for. ... Khasnis estimates a good financial advisor can increase investor returns by 3.75 percent. Not everyone wants or needs a financial advisor.
You may wonder what a financial advisor does with your money and how this professional decides on the best investments and course of action for you.
Financial Advisors in India — Everything You Need to Know
A financial advisor is a professional that provides expertise for clients' decisions around money matters, personal finances, and investments. Financial advisors may work as an independent agent, or may be employed by a larger financial firm. Advisors must be licensed to carry out business with clients.
Milind Khasnis Financial Planners is a certified financial planning firm (CFP) in Nagpur, India.
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Financial Advisers in Nagpur. Find ✓ Financial Planners, ✓ Investment Advisory Services, ✓ Finance Consultants, ✓I nvestment Consultants in Nagpur. Get Phone Numbers, Address, Reviews, Photos, Maps for top Financial Advisers near me in Nagpur
Financial advisory service (CFP) in Nagpur - Best financial planning, fund research from the professional financial consultants, services, advisors, companies in Nagpur and get experts contact addresses, phone numbers, ratings, reviews and score instantly to your mobile.
Top Certified Financial Planner (CFP) Advisors, Nagpur
Find Top Best Certified Financial Planner (CFP) Advisors in Nagpur. to find financial advisors India.
Welcome to Milind Khasnis.I am a SEBI Registered Investment Adviser (RIA) and a Fee-Only Financial Planner.
Financial Management | Financial Advisory Planning India
Locations we serve in Nagpur: Mahal, Sitabuldi, Dhantoli, Itwari, Mominpura, Dharampeth, Ramdaspeth, Shraddhanand Peth, Sadar, Civil Lines, Gandhibagh, Nandanvan, Kalamna, Wardhaman Nagar, Seminary Hills, Police Line Takli, Mankapur, Pachpaoli, Vayusena Nagar, Ravi Nagar, Byramji Town, Chaoni, Mangalwari, Gaddi Godam, Gitti Khadan, Pratap Nagar, Ajni, Pardi, Indora, Maskasath, Jaripatka, Ashok Nagar, Gokulpeth, Giripeth, Bajaj Nagar, Rajendra Nagar, Lakadganj, Gandhinagar, Manish Nagar, Bezanbagh, Bhandewadi, Rahate Colony
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What does an investment consultant do?
What Is an Investment Consultant? An investment consultant refers to a professional who provides investors with investment products, advice, and/or planning. Investment consultants do in-depth work on formulating investment strategies for clients, helping them fulfill their needs and reach their financial goals.
What is one way investment consultants protect their clients money?
Question: What Is One Way Investment Consultants Protect Their Clients' Money During Periodic Performance Reviews? A. Investment Consultants Ensure That The Portfolio Manager Widened The Scope Of Sectors Or Stocks Invested In If The Portfolio Began Losing Money
What types of consultants are in demand?
There are five broad categories of consultant jobs that are most in demand:
Operations consulting.
Financial consulting.
Human resources consulting.
Risk and compliance consulting.
Strategy consulting.
An investment consultant provides investors with investment products, advice, and/or planning.
Do investment consultants in India provide solutions for corporate firms?
Investment consultants provide advisory and management solutions for corporate and individuals.
Do investment consultants provide solutions for Non-Resident Indians?
Yes, many investment consultants provide advisory, wealth management and wealth creation services for Non-Resident Indians.
In addition to in-house products, many investment consultants in Mumbai cross-sell financial products of other companies too.
Do investment advisors assist in portfolio planning?
Yes, investment advisors can help you plan your portfolio based on your appetite for risk.
Can I select my own financial products?
Yes, you can select your own financial products and provide your investment advisor broad guidelines on how to manage your portfolio.
For which different investment options do experts offer investment consultancy services?
The reputed experts listed at Milind Khasnis offer investment consultancy services for a wide range of investment options. You can hire the services of the consultants for the following investment choices
Fixed deposits
NSC & PPF
Insurance planning
Chit fund
Gold investment
Mutual fund
Currency trading
Recurring deposits
Stocks & shares
SIP (systematic investment plan)
Commodity trading
Retirement plans and many more
How much do I need to pay for hiring investment consultancy services?
The charges of the investment consultancy services depend on the experience as well as the reputation of the service provider. Apart from the consultant's aspect, the choice of the investment options also influence the service fee.
Can I get doorstep investment consultancy services?
The well-known consultants listed at Miling Khasnis offer expert services at their offices and client's venue too.
Do the investment consultants provide services to the salaried persons?
The renowned consultants offer investment consultancy services to the self-employed persons as well as salaried persons.
Can an investment consultant help me in tax planning?
Yes, you can consult an investment advisor for the tax planning services.
What are the important things I need to keep in my mind while hiring investment consultancy services?
Investing your hard-earned money is a big decision. Therefore, you must seek the advice of the expert before investment. However, before you consult an investment advisor, you need to consider factors to find the right consultant
Age of the advisor
Your investment budget
Preferred investment choices
Experience of the consultant
Payment policy
Qualification & credentials
Consultant's background screening
Mode of communication
References
Feedback of the previous clients
Service charges and many others
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Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information about the client's wants and tailors a bespoke strategy utilizing appropriate financial products and services.
What is wealth management in banking?
Wealth management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services. The goal of wealth management is to sustain and grow long-term wealth.
What does a wealth manager do?
A wealth management advisor or wealth manager is a type of financial advisor who utilizes the spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting, and tax services, and retirement planning, to manage an affluent client's wealth for one set fee.
How much money do you need for wealth management?
For example, some wealth management firms require a minimum of $1 million, $10 million or even more just to open an account. If you mostly need a specific service, consider other specialized types of financial advisor.
What banks do rich people use?
Top Banks for Millionaires
The most popular banks for HNW customers, according to surveys and industry studies, include J.P. Morgan Chase, Bank of America, and Wells Fargo. But smaller banks and credit unions are also popular with millionaires and multi-millionaires—and those names rarely make the “Best Of” lists.
DescriptionWealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others.
Wealth management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services. The goal of wealth management is to sustain and grow long-term wealth.
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Cities we serve: Mumbai, Maharashtra, Hyderabad, Andhra Pradesh, Pune, Maharashtra, Bangalore, Karnataka, Chandigarh, Punjab, Chennai, Tamil Nadu, New Delhi, Delhi NCR, Jaipur, Rajasthan, Kolkata, West Bengal, Dehrahdun, Uttarakhand, Kochi, Kerala, Indore, Madhya Pradesh, Vavdodara, Gujarat, Ahmedabad, Gujarat, Jamshedpur, Jharkhand, Lucknow, Uttar Pradesh, Visakhapatnam, Andhra Pradesh, Nagpur, Maharashtra, Trivandrum, Kerala, Coimbatore, Tamil Nadu, Surat, Gujarat, Guwahati, Assam, Amritsar, Puunjab, Madurai, Tamil Nadu, Mangalore, Karnataka, Noida, Uttar Pradesh, Gurgaon, Haryana, Bhubaneshwar, Orissa, Bhopal, Madhya Pradesh, Aurangabad, Maharashtra, Faridabad, Haryana, Nasik, Maharashtra, Allahabad, Uttar Pradesh, Jodhpur, Rajasthan
