Let us now have an overview of the value that a financial advisor can add in your life by looking at the roles he/she plays: Introducing you to financial management: For many, your financial advisor was probably the first person who acquainted you with the basics of finances. He was the one to make you realize that there is a pressing need to save and invest in right asset classes.Your financial advisor would have also helped you in identifying your goals/investment objectives and then provided the direction to actualize those goals. Knowledge Sharing: Your financial advisor is often your one stop access to all financial and industry know-how you probably need. Your advisor educates and guides you and will keep you abreast with the new products, industry updates, etc., which are relevant for you. Last but not the least, he will give you the right portfolio advice, which products to invest in and when, which sectors to choose, advise on asset allocation, and
