Who is a Financial advisor/Tax Consultant?
A Financial advisors/Tax Consultant is an educated investment professional who helps people and businesses set and meet long-term financial goals. They typically ensure that individuals and businesses are properly insured, saving enough for future needs such as retirement, and will manage the investments of their clients.
What do Financial Advisors do?
A financial advisor helps you create strategies for eliminating financial risk and building wealth over the long term. They can give you a game plan that puts you on track to achieve your financial goals.
- A financial consultant is often responsible for much more than executing trades in the market on behalf of their clients.
- Collecting, organizing and preparing tax documents and returns.
- Assisting clients with tax issues during and after a significant life transition, such as a marriage, divorce, death of a spouse or birth of a child
- Completing complex tax forms and schedules that most tax preparers are unfamiliar with.
- Registered advisers to do business with customers should receive must pass one or more exams and a proper license.
When should I hire a financial advisor?
- Financial advisors can just draw up plans, or they can recommend specific investment products and vehicles.
- Financial advisors or planners counsel people on wealth management and other personal money matters.
- While a good financial plan can be an investment, some advisors drive up costs by recommending frequent turnover of assets or steering clients into more expensive (high-fee) investments.
Types of Financial Advisor:
- Investment advisors: While “investment adviser” is the legal term used by the SEC to denote a financial professional who must be registered, it is also used frequently as a job title — and is more commonly spelled “advisor.”
- Broker-dealers and brokers: A broker-dealer is an individual or company that buys and sells securities such as stocks, bonds and mutual funds. Broker-dealers can buy and sell on behalf of clients (in which case, they’re acting as a broker), for their own account (as a dealer), or both. In addition to registering with the SEC, broker-dealers are also usually members of FINRA.
- Certified financial planner: Financial advisors who are CFPs have met the rigorous training and experience requirements of the CFP Board, have passed the certification exam and are held to high ethical standards. CFPs have a fiduciary duty to their clients.
- Financial consultant: Financial consultant is a general term that can be used by anyone. But some financial consultants hold a designation called a chartered financial consultant, or ChFC.
- Financial coach: Financial coach are often the most beginner-friendly financial professionals. Financial coaches focus on the basics of financial literacy, such as how to save money or reduce spending. Financial coaches can help their clients build wealth that an investment advisor may help them manage in the future.
- Portfolio, investment and asset managers: Whether the business card says asset manager, investment manager or portfolio manager, these professionals do exactly what it sounds like: They manage client investment portfolios.
- Wealth advisors: Wealth managers and wealth advisors typically work with very wealthy clients and offer holistic financial planning services as well as investment guidance.
Top 10 Best Financial advisors/Tax Consultants in Pune:
| Sl No | Name | Address | Phone No |
| 1 | Dhanani and Associates | shop no 27, Imperial Residency, Kalyani Nagar, Pune, Maharashtra 411006 | 088666 58457 |
| 2 | Wealth Creators Financial Advisors | Off No – 213, 2nd Floor, A Wing KPCT Mall, Near Inamdar Hospital, Fatima Nagar, Pune, Maharashtra 411013 | 98230 10935 |
| 3 | Assets Banking Best Financial Advisor | office -208, A bldg, 2nd floor KPCT Mall, Fatima Nagar, Wanowrie, Pune, Maharashtra 411013 | 087932 24455 |
| 4 | N R Financial Consultants | 1137/10, Parvati Sadan(Thombre Bangala, Fergusson College Rd, near Bapat Hospital, Model Colony, Pune, Maharashtra 411016 | 091301 26096 |
| 5 | Sanriya Investment Services | Kamdhenu, 2nd Floor, Opp. Prakash (MSEB) Bhavan, Next to Bank of Baroda Near Chattushringi Tample, Senapati Bapat Rd, above Tribes, Shivajinagar, Pune, Maharashtra 411016 | 098224 03407 |
| 6 | Invest n Rich LLP, Financial Advisor in Pune | Pimpri-Chinchwad Link Rd, Manik Colony, Chinchwad, Pune, Maharashtra 411033 | 095118 50397 |
| 7 | Sachin Ranbhise & Associates – CA Firm In Pune | GST Tax Consultant | Chartered Accountant | Office No. 301, Town Square, New Airport Rd, Mhada Colony, Viman Nagar, Pune, Maharashtra 411014 | 098811 30172 |
| 8 | CA Pavan Goyal & Associates – Income Tax, GST, Audit, FEMA Company Law, Finance and RERA Consultancy | Ganga Osian Square – Building B, Office No B212, 250, Wakad Rd, Pune, Maharashtra 411057 | 097627 63351 |
| 9 | Best Financial Advisor in Pune – Wealth Flight Investments | 2nd flr, Prasad, opp. Bank of Baroda, Bharatkunj – 1, Erandwane, Pune, Maharashtra 411038 | 098228 73516 |
| 10 | Jitesh Telisara & Associates LLP -CA Firm In Pune | GST Tax Consultant | Chartered Accountant | Office No:B-2240, Ganga Trueno Business Park, New Airport Rd, Viman Nagar, Pune, Maharashtra 411014 | 078750 37800 |
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