financial consultant project

Project report on financial consultant

A financial adviser or financial advisor, is a professional who renders financial services to individuals, businesses and governments and companies. This can involve financial investment advice, which may include financial  planning, and/or advice on stocks and other insurances such as income protection plan  life insurance, critical illness general  insurance etc., and/or advice on loans. The main purpose of a financial adviser is to assist companies/clients in the planning and arrangement of their financial affairs, such as savings, retirement provisions, tax treatment and wills, legal financial details. To ensure ethical practices, financial advisers must understand a companies/clients financial situation as well as their need for financial stability. Finance can be complicated and any adviser has responsibilities ethically to see that a client's risk is minimized, and monetarily, that money is maximized within the established  high risk boundaries.

FULL PREVIEW NOT AVAILABLE

Scope of Study

Scope of the study is to understand the role of financial consultants and this project is useful in understanding the need of financial planners.

Aim of the Study

Aim of the study is to understand the concept of financial consultants and their role in helping the individuals and others and to understand their job function and why do people seek financial advise.

Objectives of the Study

• To study Financial planning       and Need for financial planning 
• To study Importance of Financial Planning                                            
• To study Financial Planning @ Bajaj Capital                                         

·  To understand the Objectives why people take help of financial planner

• To study Financial planning process                                                     

·To study theImportance of financial planning

·FULL PREVIEW NOT AVAILABLE                     

To understand What is a financial planner's job function

Table of Contents

1. Introduction

• Introduction to Financial planning:
• Financial planning                                                                                             
• Need for financial planning                                                                               

·Objectives of Financial Planning                                                                       

·Importance of Financial Planning                                                                      

• Aim of the Study                                                                                           
• Objectives of the Study                                                                                

2. Company Profile                                                                                                   

• Financial Planning @ Bajaj Capital                                                       

·What we Offer                                                                                   

·Aims/Mission/Vision                                                                            

3. Research Methodology                                                                                        

Research Design                                                                                                          

Secondary Research                                                                                                    

Objectives why people take help of financial planners                          

·Scope of financial planning                                                                               

• Financial planning process                                                                               

·Importance of financial planning                                                            

·What is a financial planner's job function                                                           

·History of certifications in financial planning across the globe                 

·Best Tips for Becoming a Financial Advisor                                                      

·Investment Adviser Fiduciary Standard vs. Broker-Dealer Suitability    

·Role of a Financial Planner                                                                               

·Why Do one need an advice                                                                            

·Bajaj Capital Financial Planning                                                            

·360° Financial Planning                                                                        

·Comprehensive 360° Financial Planning                                                           

·Bajaj Capital's Investment Planning Service includes                             

·Selecting a Financial Advisor                                                                            

·How to Select a Financial Advisor                                                                   

·Selecting financial planners                                                                               

·Questions to Ask a Financial Planner                                                                

·Tips for Finding the Top Financial Advisors                                                      

·14 Reasons You May Need a Financial Planner                                               

·The Importance of a Financial Advisor                       

4.Data Analysis and Interpretation                                                            

5. Key Findings                                                                                                         

6. Recommendations                                                                                                

7.Conclusion                                                                                                              

8. Bibliography          

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