Importance of a Financial Planner

Brand Story by L&T Mutual Fund
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Here’s why you need a Financial Planner

Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. The first step in developing your financial plan is to meet with an advisor.

If you work with a financial planner/advisor, you’ll be nudged to answer questions about your income, spending and goals. You may do it on your own if you are able to find the options and analyse them well, but this needs a proper understanding, expertise and time. Hence, it is always a better choice to appoint a financial advisor.

The investment advisor must be certified and registered with SEBI as per recent guidelines. So it is important to take the services of an authentic advisor only. The illustration above shows few powerful reasons why financial planning – with the help of an expert financial advisor – will get you where you want to be.

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Disclaimer – This document is for general information only and does not have regard to specific investment objectives, financial situation and the particular needs of any specific person who may receive this information. This document provides general information on performance; financial planning and/or comparisons made are only for illustration purposes. The data/information used/disclosed in this document is only for information purposes and not guaranteeing / indicating any returns. Investments in MFs and secondary markets inherently involve risks and recipient should consult their legal, tax and financial advisors before investing. Recipient should also understand that any reference to the indices/ sectors/ securities/ schemes etc. in the document is only for illustration purpose and should not be considered as recommendation(s) from the author or L&T Investment Management Limited, the asset management company of L&T Mutual Fund or any of its associates. Recipient of this information should understand that statements made herein regarding future prospects may not be realized or achieved. The distribution of this document in certain jurisdictions may be restricted or totally prohibited and accordingly, persons who come into possession of this document are required to inform themselves about, and to observe, any such restrictions.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully


Disclaimer: Content Produced by L&T Mutual Fund

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