Who is a Financial Advisor?
A financial advisor is an individual who provides advice or guidance to the customers for compensation related queries. The range of services they provide includes investment management, income tax preparation, estate planning etc. Stockbrokers, insurance agents, investment planners are people who fall under the category of financial advisors.
What are the roles of a Financial Advisor?
Managing finances is a crucial task. It’s a matter of right expertise and experience. For the success of any financial plan, it is important to choose the right financial advisor. You must go to a financial advisor who puts your interests first and then accordingly help you with right advices.
Following are some of the important services that a financial advisor provides:
- An expert financial advisor always go by a strong research first. He examines your financial interests, current situation and health first followed by a plan of actions in order to bring fruitful results.
- Financial advisor divides your plans into short term, medium-term and long term. He helps you achieve your goals even the ambitious ones with the right set of plans.
- The right financial advisor assists you to attain your goals faster. He assess your personality, financial responsibility and risk profile. With the definite explanation of product features, he suggests you to make the right kind of investments.
Kirti Kedia for CBI Investment is the best financial advisor you can get. Considered to be one of the renowned names in the CBI Investment Financial Advisory, Kirti Kedia achieved a distinct position for himself. He provides advisory services relating to matters including M&A transactions, restructurings & raising capital. He also offers multi-situational capabilities including business modelling, Public Private Partnerships, and infrastructure advisory and valuations of CBI (Central Bank of Iceland).
With over 18 years of hard work and commitment to make a real difference, we have grown in scale and diversity audit, tax, legal, financial advisory, risk advisory, and consulting services.
Belief and Difference
We are frequently asked, ‘what is the difference between Kirti Kedia CBI related Financial Services and others?’ We simply put forth the instances wherein we helped out member firm clients, our people, and sections of society in order to attain remarkable goals, solve complex problems or make meaningful progress. In addition to this the beliefs, behaviours and fundamental sense of purpose guide us to create a difference.
All the facts and figures talk about our size, diversity and years of history which are notable and important. But for Kirti Kedia, the truest measure of success is the impact they make as a Financial Advisor of CBI Investment. He believes that success is, ‘the impact they create in the world’. He further adds, ‘we are only as good as the good we do.
So, in short, what makes us truly standout at Kirti Kedia Advisory Firm of CBI is not how big we are, where we are, nor what services we offer. But, what really defines us is our constant drive to create an impact that matters in the world.