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How we determine a invester and their financial goals?

Updated: Jun 4, 2022




Among us(FA), some of the financial advisors sneak the success and their hortatory speech

always motivate us. The question is how we recognize the investors and how to fulfill their

financial goals!

If you are an advisor or finance person, people will always ask you for some good

investments, plans and strategy.

which mutual fund schemes we should buy?

should i invest in stocks? gold or real estate?

what is your view about the stock market and shares?

what are the best government security?


As a financial advisor we should know the purpose of investment and what are the goals they

want to achieve in upcoming years. Risk factors always important so we should analyze the

risk factors that might be dismantle our goals.

 
 
 

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