The Role of a Financial Planner in Investment Industry

Indians are witnessing the Amrit Kaal with multiple career options and rising income levels. While most of us prioritize providing the best education & medical facilities to our Families, however, we continue with the old-aged Saving mentality (a penny saved is a penny earned).

In fact, most of us do not plan our Life Goals as a structured approach with Retirement Planning as the least important aspect when we are in the pink of age & health. While we have westernized in many ways, the way in which we handle our finances can be improved. Covid was an eye-opener.

The Solution to this problem is Financial Planning. By Financial Planning we mean to break our Life Journey into respective Financial Goals (Retirement, Wealth, House buying, Car) and make targeted investments to attain them. This is the need of the hour as inflation weakens the strength of our savings & we have to invest (at an inflation-beating return) to maintain and build Long-Term Wealth.

Next, timing is also very important as the famous saying “the early bird catches the worm” is valid in Investments as well with the Power of Compounding being the underlying energy. If you start early in a disciplined fashion, you may have the choice of retiring early and pursuing one’s passion.

Once, the Investments have been made, is the responsibility over? No, one needs to periodically track his Investment Portfolio and rebalance it to move back to targeted allocations. Being busy with jobs, we may not be able to track the portfolio which may lead to unexpected results. Hiring the services of a Financial Planner can help in managing this critical aspect.

JOIN US FOR AN EXCLUSIVE LIVE WEBINAR BY MR. SANJIV BAJAJ ( Managing Director & Vice Chairman – Bajaj Capital Ltd.)

It is your chance to meet Mr. Sanjiv Bajaj and Interact one-on-one.

Date: Saturday, 29th April 2023

Time: 11:30 PM - 12:30 PM

Limited Seats Available.

BOOK YOUR SEAT FOR FREE, NOW

WHO SHOULD ATTEND

• Independent Financial Advisors & Financial Planners
• Insurance & Mutual Fund Advisors & Agency Owners
• Professionals working in Banking & Wealth Management
• Professionals working in Mutual Funds, Insurance, Broking

& Anyone interested in knowing how to Reframe your Financial Goals & Financial Plans, so that you don’t have to face discomfort if uncertainties strike anytime again in the future.

Speaker

Mr. Sanjiv Bajaj

• Vice-Chairman & Managing Director – Bajaj Capital, India’s leading wealth mgmt. company for 59 years
• One of the most recognized faces of Indian financial services and wealth management industry
• Among the first batch of 25 Certified Financial Planner (CFP) certificants in India by FPSB USA
• Certified Financial Planner (CFP), MBA (Finance) & International Certificate from the Chartered Insurance Institute (CII), London, UK