{"id":2526,"date":"2021-07-26T07:41:00","date_gmt":"2021-07-26T07:41:00","guid":{"rendered":"https:\/\/professnow.com\/blog\/?p=2526"},"modified":"2021-07-26T07:41:03","modified_gmt":"2021-07-26T07:41:03","slug":"top-10-best-financial-advisors-tax-consultant-in-kanpur","status":"publish","type":"post","link":"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-kanpur\/","title":{"rendered":"Top 10 Best Financial advisors\/Tax Consultant in Kanpur"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Who is&nbsp;Financial&nbsp;advisor\/Tax Consultant?<\/strong>&nbsp;<\/h2>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What does Financial Advisors do?<\/strong>&nbsp;<\/h2>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>A financial consultant is often responsible for much more than executing trades in the market on behalf of their clients.&nbsp;<\/li><li>Collecting, organizing and preparing tax documents and returns.&nbsp;<\/li><li>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&nbsp;<\/li><li>Completing complex tax forms and schedules that most tax preparers are unfamiliar with.&nbsp;<\/li><li>Registered advisers to do business with customers should receive must pass one or more exams and a proper license.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/professnow.com\/blog\/wp-content\/uploads\/2021\/07\/image-105.jpeg\" alt=\"\" class=\"wp-image-2527\" srcset=\"https:\/\/professnow.com\/blog\/wp-content\/uploads\/2021\/07\/image-105.jpeg 1024w, https:\/\/professnow.com\/blog\/wp-content\/uploads\/2021\/07\/image-105-300x150.jpeg 300w, https:\/\/professnow.com\/blog\/wp-content\/uploads\/2021\/07\/image-105-768x384.jpeg 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>When should I hire a financial advisor?<\/strong>&nbsp;<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>Financial advisors can just draw up plans, or they can recommend specific investment products and vehicles.&nbsp;<\/li><li>Financial advisors or planners counsel people on wealth management and other personal money matters.&nbsp;<\/li><li>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.&nbsp;<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Types of Financial Advisor:<\/strong>&nbsp;<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Investment advisors:&nbsp;<\/strong>While &#8220;investment adviser&#8221; 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 \u2014 and is more commonly spelled &#8220;advisor.&#8221;&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li><strong>Broker-dealers and brokers:&nbsp;<\/strong>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\u2019re 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.&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li><strong>Certified financial planner:&nbsp;<\/strong>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.&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\"><li><strong>Financial consultant:&nbsp;<\/strong>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&nbsp;ChFC.&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\"><li><strong>Financial coach:<\/strong>&nbsp;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.&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\"><li><strong>Portfolio, investment and asset managers:&nbsp;<\/strong>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.&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\"><li><strong>Wealth advisors:&nbsp;<\/strong>Wealth managers and wealth advisors typically work with very wealthy clients and offer holistic financial planning services as well as investment guidance.&nbsp;<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Top 10 Best Financial advisors\/Tax Consultant in Kanpur:<\/strong>&nbsp;<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Sl&nbsp;No<\/strong>&nbsp;<\/td><td><strong>Name<\/strong>&nbsp;<\/td><td><strong>Address<\/strong>&nbsp;<\/td><td><strong>Phone No<\/strong>&nbsp;<\/td><\/tr><tr><td>1&nbsp;<\/td><td>\u00a0Solution Tax Consultancy<\/td><td>\u00a0133\/41 N block, Kidwainagar Rd, Juhi Kalan, Juhi, Kanpur, Uttar Pradesh 208023<\/td><td>\u00a0<a href=\"https:\/\/www.google.com\/search?q=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;biw=1707&amp;bih=868&amp;tbm=lcl&amp;sxsrf=ALeKk01rv610QW44Y0Veo3L5HPUsL-bF2w%3A1627283450611&amp;ei=-l_-YKDSJNG3mAXO9p-YBg&amp;oq=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;gs_l=psy-ab.3...1122175.1122175.0.1122659.1.1.0.0.0.0.375.375.3-1.1.0....0...1c.1.64.psy-ab..0.0.0....0.tMI5k-Etl2Q#\">072750 63156<\/a><\/td><\/tr><tr><td>2&nbsp;<\/td><td>\u00a0Income Tax consultant and Term Plan Insurance from Aviva in Kanpur<\/td><td>\u00a0Vinoba Nagar, Gandhi Gram, Krishna Nagar, Kanpur, Uttar Pradesh 208014<\/td><td>\u00a0<a href=\"https:\/\/www.google.com\/search?q=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;biw=1707&amp;bih=868&amp;tbm=lcl&amp;sxsrf=ALeKk01rv610QW44Y0Veo3L5HPUsL-bF2w%3A1627283450611&amp;ei=-l_-YKDSJNG3mAXO9p-YBg&amp;oq=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;gs_l=psy-ab.3...1122175.1122175.0.1122659.1.1.0.0.0.0.375.375.3-1.1.0....0...1c.1.64.psy-ab..0.0.0....0.tMI5k-Etl2Q#\">094526 22412<\/a><\/td><\/tr><tr><td>3&nbsp;<\/td><td>\u00a0MY CONSULTANTS<\/td><td>\u00a07\/108-A, SWAROOP NAGAR, Kanpur, Uttar Pradesh 208002<\/td><td>\u00a0<a href=\"https:\/\/www.google.com\/search?q=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;biw=1707&amp;bih=868&amp;tbm=lcl&amp;sxsrf=ALeKk01rv610QW44Y0Veo3L5HPUsL-bF2w%3A1627283450611&amp;ei=-l_-YKDSJNG3mAXO9p-YBg&amp;oq=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;gs_l=psy-ab.3...1122175.1122175.0.1122659.1.1.0.0.0.0.375.375.3-1.1.0....0...1c.1.64.psy-ab..0.0.0....0.tMI5k-Etl2Q#\">092355 68860<\/a><\/td><\/tr><tr><td>4&nbsp;<\/td><td>\u00a0Ra\u00e7hit Portfolio Management<\/td><td>\u00a0Office no 207, Kan chambers 114\/113, Civil Lines Kanpur, Kanpur, Uttar Pradesh 208001<\/td><td>\u00a0<a href=\"https:\/\/www.google.com\/search?q=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;biw=1707&amp;bih=868&amp;tbm=lcl&amp;sxsrf=ALeKk01rv610QW44Y0Veo3L5HPUsL-bF2w%3A1627283450611&amp;ei=-l_-YKDSJNG3mAXO9p-YBg&amp;oq=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;gs_l=psy-ab.3...1122175.1122175.0.1122659.1.1.0.0.0.0.375.375.3-1.1.0....0...1c.1.64.psy-ab..0.0.0....0.tMI5k-Etl2Q#\">0512 230 4044<\/a><\/td><\/tr><tr><td>5&nbsp;<\/td><td>\u00a0Shree Krishna Shree Consultants<\/td><td>\u00a0Clyde House, 128, S.F. 22, The Mall, Kanpur, Uttar Pradesh<\/td><td>\u00a0<a href=\"https:\/\/www.google.com\/search?q=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;biw=1707&amp;bih=868&amp;tbm=lcl&amp;sxsrf=ALeKk01rv610QW44Y0Veo3L5HPUsL-bF2w%3A1627283450611&amp;ei=-l_-YKDSJNG3mAXO9p-YBg&amp;oq=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;gs_l=psy-ab.3...1122175.1122175.0.1122659.1.1.0.0.0.0.375.375.3-1.1.0....0...1c.1.64.psy-ab..0.0.0....0.tMI5k-Etl2Q#\">0512 233 2334<\/a><\/td><\/tr><tr><td>6&nbsp;<\/td><td>\u00a0ASK FINANCIAL PLANNER<\/td><td>\u00a06\/3 SEWAGRAM COLONY,, Dada Nagar, Govind Nagar, Kanpur, Uttar Pradesh 208022<\/td><td>\u00a0<a href=\"https:\/\/www.google.com\/search?q=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;biw=1707&amp;bih=868&amp;tbm=lcl&amp;sxsrf=ALeKk01rv610QW44Y0Veo3L5HPUsL-bF2w%3A1627283450611&amp;ei=-l_-YKDSJNG3mAXO9p-YBg&amp;oq=Top+10+Best+Financial+advisors%2FTax+Consultant+in+Kanpur&amp;gs_l=psy-ab.3...1122175.1122175.0.1122659.1.1.0.0.0.0.375.375.3-1.1.0....0...1c.1.64.psy-ab..0.0.0....0.tMI5k-Etl2Q#\">093070 52740<\/a><\/td><\/tr><tr><td>7&nbsp;<\/td><td>\u00a0Khemka Financial Services<\/td><td>\u00a014-Bungalow Colony 13\/392-I, Civil Lines, Kanpur, Uttar Pradesh 208001<\/td><td>&nbsp;<\/td><\/tr><tr><td>8&nbsp;<\/td><td>\u00a0tax adviser<\/td><td>\u00a0157 ews barra south, Karrahi Rd, Kanpur, Uttar Pradesh 208027<\/td><td>&nbsp;<\/td><\/tr><tr><td>9&nbsp;<\/td><td>\u00a0AGMB &amp; COMPANY<\/td><td>\u00a049\/66, Naughara Gali, Birhana Rd, Naya Ganj, Kanpur, Uttar Pradesh 208001<\/td><td>&nbsp;<\/td><\/tr><tr><td>10&nbsp;<\/td><td>\u00a0Maneesh Mishra, Financial Advisor<\/td><td>\u00a0104A\/295, Sisamau, Nehru Nagar, Ram Bagh, Kanpur, Uttar Pradesh 208012<\/td><td>&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>In&nbsp;<\/strong><a href=\"https:\/\/professnow.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Professnow<\/strong><\/a><strong>&nbsp;We have gathered them all the information about On-Demand Service in this platform, this is done by our professionals to help our customers to get connected for free. This is the best way to book an appointment with the best.&nbsp;<\/strong><strong>The start-up we started in 2021, helps people<\/strong><strong>&nbsp;to get connected who need services at their doorstep. We help you to get local services at your Market Place.<\/strong>&nbsp;<\/p>\n\n\n\n<p><strong>RELATED VIDEO:<\/strong>\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"HOW TO SELECT A RIGHT FINANCIAL ADVISOR \/ PLANNER? By Dr. Chandrakantha Bhat\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/guwNXbUgCW4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Who is&nbsp;Financial&nbsp;advisor\/Tax Consultant?&nbsp; 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.&nbsp; What does Financial Advisors do?&nbsp; A [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27],"tags":[101,123,314,1291,68,108,82,69,315,102],"class_list":["post-2526","post","type-post","status-publish","format-standard","hentry","category-consultant","tag-best","tag-doorstep","tag-financial-advisors","tag-kanpur","tag-on-demand","tag-professionals","tag-professnow","tag-services","tag-tax-consultant","tag-top"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Top 10 Best Financial advisors\/Tax Consultant in Kanpur - ProfessNow<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-kanpur\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Top 10 Best Financial advisors\/Tax Consultant in Kanpur - ProfessNow\" \/>\n<meta property=\"og:description\" content=\"Who is&nbsp;Financial&nbsp;advisor\/Tax Consultant?&nbsp; A Financial advisors\/Tax Consultant is an educated investment professional who helps people and businesses set and meet long-term financial goals. 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