All of us are loaded with commitments. We keep running behind meeting these commitments one after the other. Our increase in income is not commensurate to the rocketing inflation rates. Most of the times, we lie behind in speed to match our income levels with the steadily rising cost of living. All these day to day turmoil leaves us with very little time to think about savings and investments. However, life is not an easy ride when the finance front is not planned in a proper manner.


Even those of us who are inclined towards safeguarding our future get haunted by ambiguities when it comes to parking our funds. The many financial products presented in front of us by business houses confuse us as to where to invest. We feel highly unsecured to invest in products we are unfamiliar with. It appears next to impossible to understand the nitty-gritty of typical financial products. This is when we feel the need of expert advice from people who specialize in various types of investment options. Financial Planner is the perfect professional who can guide us through the investment process focussing on the profitability of the investors at all points of time.


Different roles played by the Financial Coach

Financial Coach is a professional whose role is wide. He guides you end to end in all your savings and investment efforts. He helps you clarify all your ambiguities pertaining to investments targeted towards short term and long term goals. A Financial Coach is not a person who just helps investors fill in Investment Applications Forms and handover the same to the concerned business house. His role is more than that. Let us have a comprehensive look at the role played by Financial Coach in investors’ life.


Investment Strategist – One of the main roles played by a Financial Coach is that of a Financial Strategist. A good Financial Coach understands your current financial position. He ascertains from you your aspirations and commitments in the long run. He makes you think about probable short term emergencies. He guides you in setting appropriate short term and long term financial strategies. This is one of the important steps in Financial Planning that is facilitated by Financial Planner. One of the all time best strategy recommended by Financial Planners as a good investment product is Mutual Fund.


Portfolio Manager – Another key responsibility held by Financial Planner is helping you to manage your overall investment portfolio. The expert guidance a Financial Planner offers with respect to planning your finances and investments end to end facilitates high security portfolio management. Your Financial Planner will help you identify as well as diversify your investments in suitable financial products. One of the financial products that add value to your financial portfolio is Mutual Funds. Your financial planner will continuously monitor your investments to ensure that your investment portfolio is profitable at all points of time. He will simplify your life by coordinating with all your statutory and legal authorities like Auditors and Attorneys. Playing the role of a Portfolio Manager is the crucial aspect in Investor service when it comes to Financial planning.


Knowledgeable Educator – A good Financial Planner keeps himself abreast of the latest financial trends in the market. He updates his knowledge constantly on the different kinds of financial products floated from time to time. He provides expert advice to your from an investment perspective through periodic extensive research. One high profit yielding product that every Financial Coach recommends to his investors as a knowledgeable educator is Mutual Funds among the many others. As a knowledgeable educator, Financial Planner continues to guide you throughout your life value adding to the process.


Trustworthy Advisor – Any good financial coach will hold your hands throughout your financial journey. You can confidently share with him about your current financial status and your dreams for your future. He will assimilate all information and provide you with the best possible advice that suits your exact requirements. He will keep your information confidential and make you invest your hard earned money in appropriate venues. One of the products that every prudent Financial Coach recommends as a trustworthy finance advisor is high profit yielding Mutual Fund.


Parameters to look for before hiring a Financial Coach

All of us need a Financial Coach at one point or the other in our life time. Now that we know about the different roles played by a good Finance Coach, let us look at some key parameters to look for before hiring a Financial Coach.


  • Choose a Financial Coach who is capable of strategizing short term and long term goals. Do not reject or avoid the professional who has proven track record just because he charges high rates and commissions. Remember, quality comes only with a charge
  • When you are in the process of selecting a Financial Coach for yourself, go in for a person who is thorough in Investment Portfolio Management. You can read the reviews about his past performance to assess about his capabilities and approach.
  • Take enough care to understand if the professional offers such services as a Full time avocation or a part time one just to earn that extra penny. Having his advisory will be an added advantage.
  • Look for a Financial Planner who is interested in educating you about the latest financial products from time to time rather than just extracting business from you.
  • Go in for a Financial Planner who offers a vast range of financial services so he fits in all your needs at any point of time


Build your wealth and become rich

A Financial coach must be a dynamic professional who has sound knowledge of various financial aspects. It is okay if you have to travel that extra mile to choose a good reliable Financial Planner. Ensure you hire a dependable and trustworthy Financial Planner to build your wealth and become rich within short span of time in a safe and secured manner. Remember – IF YOU FAIL TO PLAN YOU PLAN TO FAIL.


Please enter your comment!
Please enter your name here