Financial Advisor

Difference Between Financial Advisors and Stocks Brokers?

Financial Planning, Investing, Stocks Market, Trading / By My Finopedia / May 22, 2024 May 22, 2024

Financial advisors provide services related to holistic financial strategy. Their main responsibility is to provide personalised financial strategies to clients so they can achieve their long-term financial goals. Retirement preparation, tax planning, estate planning, financing for school, and insurance requirements are a few examples of this. However, stockbrokers are experts in purchasing and selling stocks …

Difference Between Financial Advisors and Stocks Brokers? Read More »

Strategies for a Comfortable Retirement

Finance and Economy, Retirement Planning / By My Finopedia / November 21, 2023 November 21, 2023

Throughout your working years, it is essential to put good financial practises into place to guarantee a comfortable retirement. You may increase your chances of having a pleasant and financially stable retirement by carefully implementing these measures, allowing you to enjoy your later years with financial stability and peace of mind.

Which Mutual Fund Should Investors Select—Debt or Equity?

Debt, Equity, Investing, Mutual Funds / By My Finopedia / November 2, 2023 November 2, 2023

When evaluating their financial alternatives, people frequently struggle to decide between debt and equity mutual funds. As we know that each of these investment varieties have their own distinct qualities and advantages of their own, as an investor and having an aim of a safe financial goal, you must make an important decision regarding this. …

Which Mutual Fund Should Investors Select—Debt or Equity? Read More »

Wealth Management vs Financial Planning

Finance and Economy, Financial Planning / By Shamsullaqa Sheikh / September 11, 2022 September 15, 2022

What is Wealth Management? Wealth management is a financial consulting service that provides investment advice with other financial services to meet the needs of wealthy clients. The advisor gathers the information about the customer’s wants and particular scenarios through a consultative process and then tailors a personalised strategy that includes a variety of financial products …

Wealth Management vs Financial Planning Read More »

Should I Use A Financial Advisor Or Do It Myself?

Financial Planning, Investing / By My Finopedia / July 21, 2022 January 22, 2023

An advisor will help you in selecting the right funds for inculcating investment discipline to achieve financial goals in the given time period. If one desires to seek professional advice from a SEBI registered Investment Advisor or a financial planner. A SEBI’s registered Investment Adviser will charge for the bouquet of services provided. It’s high time that one …

Should I Use A Financial Advisor Or Do It Myself? Read More »

Why We Need Fee-Only Financial Advisor?

184 Comments / Financial Planning, Planning, Retirement Planning / By My Finopedia / May 2, 2022 May 19, 2022

A fee-only financial advisor provides financial planning advice or consultation services and manages your personal finance. These advisors are paid on a flat-fee basis for their service and in return, they provide you with the best financial pieces of advice that enhance your investment portfolio. They work for your profit and in return charges a …

Why We Need Fee-Only Financial Advisor? Read More »