Dilzer Consultants - Investments and Financial Planning

An ISO 9001 (2008) Certified Company

   SEBI REGISTERED INVESTMENT ADVISOR

Building Blocks of a Financial Planning Practise

Practitioners often want to know how they can build an enduring and profitable Financial Planning practice. How to make an impression on clients and build a lasting relationship with them, what are the processes, systems and procedures required to set up a thriving Financial Planning practice, are some of the questions to which they seek answers. Based on my experiences I am happy to share some behavioural traits and decision-making tools that can help to start, maintain and grow a […]

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Benefits of Financial Planning

Contents Benefits of Financial Planning. 1 Why should I avail Financial Planning services as against regular investment advice?. 2 Financial Planning process. 6 Benefits of Financial Planning services. 7 Why Choose a CFPCM: 8   Benefits of Financial Planning The term Financial Planning gained traction in the past few years and by now most, if not everyone, would be familiar with it. However, people still associate it only with investments and wealth management. For most of the people personal finance […]

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Why financial planning

Source: IRIS (23-APR-12) http://www.myiris.com/financial/storyShow.php?dir=2012/04/23/&fileR=20120423093014715 Like most people, you have hopes, dreams, and life goals for yourself and your family. These might include buying a home or business, saving for college education for your children, taking a dream vacation, reducing taxes, and retiring comfortably. Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals- while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of […]

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