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A Doctor’s Financial Planner

Finding the right financial planner to help you plan your financial future can be as difficult as selecting the right career. It can just drag or make or break your financial future. Vast majority of people claiming themselves as financial advisors are merely salesmen with little financial learning and coaching. Their expertise is in sales (high earning), to acquire as much as commission/brokerage making portfolio, not in providing advisory or otherwise.

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A Doctor’s Financial Planner

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  1. A Doctor’s Financial Planner Finding the right financial planner to help you plan your financial future can be as difficult as selecting the right career. It can just drag or make or break your financial future. Vast majority of people claiming themselves as financial advisors are merely salesmen with little financial learning and coaching. Their expertise is in sales (high earning), to acquire as much as commission/brokerage making portfolio, not in providing advisory or otherwise. In India entry job for financial graduates are in hardcore sales. They clear couple of mandatory certifications which requires only few hours of study. They don’t possess advanced/ specialized degree to understand the personal financial woes, complexities, product decoding capabilities. Job security is based on generating 5-10X revenue of his salary. Moreover they get hefty progressive incentive on sales. Smart sales people with varied fancy names from Manufacturers, banks and institutions exploit busy professionals like doctors. Who can be a right financial planner for doctors? - A big organization or Institution is faceless. The person who is dealing with you should be a duly qualified, knowledgeable, experienced and ethical person. He should be putting your interest first. Maintaining Confidentiality is much more important. Financial planning is comprehensive in nature. Your advisor should be able to pull all pieces of your financial matters together and offer advisory keeping your interest first. Are you getting these from your current advisor? Certified Financial Planners (CFPCM) are recognized and revered globally and widely accepted by customers, professionals & industry for Personal financial advisor for dentists. In India no one can give comprehensive advisory/planning without SEBI’s registration as Registered Investment Advisor (RIA). Look out for SEBI registered, experienced fee- only fiduciary advisor. Wealth Traits Financial Planners, No. 9, Maven Projects Centre, Dr. Thirumoorthy Nagar 3rd Sreet, Nungambakkam, Chennai - 600 034. +91 90030 55599, +91 94455 18009 info@wealthtraits.com www.wealthtraits.com

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