WHY SHOULD YOU APPOINT A FINANCIAL PLANNER?

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#nri #nrimoneyclinic #financialplanning
You can reach to us by sending a message on WhatsApp
WhatsApp Number: 00971 551124596
Or click on the link below
wa.link/2jh25k
Services offered by NRI Money Clinic
* Life & Critical Illness Insurance.
* Child education
* Emergency Funds
* Retirement Plan
* Health Insurance
* Wealth Building
* Tax planning ( investments to minimise tax impact)
* Dollar investment ( Only for NRIs in Middle East and Africa )
* Mutual Funds ( NRIs other than in US & Canada)
* PMS ( Portfolio Management Service)
* Fractional Real Estate
* Cash flow planning (Pension, Guaranteed Return plan , Fractional real estate)
* Tax filing and chartered accountant services. (Outsourced services)
* Wills and inheritance planning. (Outsourced services)
* Property record legal verification (Outsourced service)
* Real Estate in Dubai (Outsourced service)
* Real Estate in Mumbai and Goa (Outsourced service)
In case you are interested in using our services you can send a message on Watsapp:00971 551124596 or click on the link below
wa.link/2jh25k
To know more about our business and our business model please watch the below video
lnkd.in/g7cj2rgJ
Our Website: www.nrimoneyclinic.com
LinkedIn: / nrimoneyclinic
Facebook: / nrimoneyclinicofficial
Instagram: ...
Whatsapp: 00971 551124596
Or click on the link below
wa.link/2jh25k

Опубликовано:

11 сен 2024

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Комментарии : 7

@learnwithraghuIT 4 года назад

Thanks for the amazing advice. Being in the early '30s this is a good thing to know for me But I still don't get the answers below questions. 1. Who should look for a Financial advisor? How much should he be earning? Example: Let's say someone is earning 20,000 INR per month (After tax ) can he take a financial advisor? 2. You mentioned the 1% thing. But what is the minimum investment you from your client? Isn't that important? Example: Let's say I have 1L and I want to start investing. Do you encourage these early investors also? 3. This is a long time investment strategy right? So how does this work? Do we invest every day or do you prefer to meet your clients once a month etc? Hope to hear from you soon

@NRIMoneyClinic 4 года назад

Everything has a beginning... Everything starts small ... your parents are your earliest advisors.. you dont need to hire a financial advisor at this stage . You can take the help of a professional mutual fund distributor at your place . All the best in your investment journey

@vijayanswaminathan6299 4 года назад

Sir. Very usefull tips whether engaging financial planner or not

@NRIMoneyClinic 4 года назад

Keep watching .. Thank You

@ghopu100 Год назад

Hello Sir ! Your videos are very informative. I want to understand how much financial advisor generally costs. Because I want to opt for Financial Advisor, but I’m sure how much I can pay. Thank you.

@niravumraniya1748 4 года назад

Hello sir Always best advise sir. I am first time investor. I bought ULIP plan through Policybazaar. Bajaj Allianz goal assured purestock 2 Is it rightfund for 5 year payment term maturity at 10 year. Your advice will be much appreciated Thank you

@NRIMoneyClinic 4 года назад

Ulips are good only if it is purchased for tenures of 20 years or so . They work better with higher contribution For smaller contributions it may not be the best option . Send full details of plan , fund , contribution etc on my WhatsApp 00971 50 148 4595 for proper evaluation . Please subscribe and share videos with your friends