Financial Planning


Given the complexity of the task and the nature of qualification required, it is very important that your financial plan has been created by a qualified and knowledgeable person. There are many advisors who are qualified to advice you on a specific aspect of finance like insurance or investment, but the complex task of creating a omprehensive financial plan should be or rather can be carried out by a CERTIFIED FINANCIAL PLANNERCM only. Currently, FINANCIAL PLANNING STANDARDS BOARD INDIA or FPSB INDIA is the premier body to certify financial planners in India.

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