A STUDY OF ROLE OF FINANCIAL PLANNER IN STOCK MARKET INVESTMENT IN INDIA

Authors

  • Dr. Amit Deval Assistant Professor, Department of Commerce Saheed Bhagat Singh Evening College, University of Delhi
  • Dr. Shivendra Singh Assistant Professor, Department of Commerce, Mahatma Gandhi Central University, Motihari, Bihar
  • Dr. Saurabh Verma Associate Professor, Department of Business Administration, MJPRU Campus, Bareilly-Uttar Pradesh
  • Dr. Sunil Kumar Associate professor Department of Commerce, Shaheed Bhagat Singh Evening College University of Delhi
  • Sunder Singh Associate professor, Department of Commerce Shaheed Bhagat Singh Evening College, University of Delhi

DOI:

https://doi.org/10.29121/shodhkosh.v5.i3.2024.3346

Keywords:

Financial Planning, Financial Advisors, Need of Financial Advisor, Role of Financial Advisors

Abstract [English]

It's difficult to plan for a stable financial future. However, people are taking more and more responsibility for their own financial destiny. Although most people understand how important planning is, many lack the time or knowledge to create a plan and make the necessary financial decisions. Financial advisors are therefore required to manage an individual's wealth, and this process is referred to as wealth management.
Numerous financial advisors provide a wide range of services to meet the various financial needs of their clients. These organisations provide the help of qualified financial counsellors to complete the process. These financial consultants offer a range of investment alternatives to assist individuals or corporations in properly managing their wealth.
The first step in a financial planner's job is a consultation during which the customer provides information about their money and financial objectives. The planner then creates a thorough financial plan that pinpoints issues, offers suggestions for enhancement, and chooses suitable investments in line with the client's objectives, risk tolerance, and expectation or requirement for a return on investment.

References

Gupta L C (1987), Shareholders Survey : Geographic Distrubution, Manas Publications, Delhi., p. 86.

Dhillon N (1993), "Market Regulations and Stock Market Activity", Doctoral Dissertation, Indian Institute of Management, Ahmedabad.

Bhatt M C (1980), "Merchant Banking in India : Its Contribution to National Development", Chartered Secretary, Vol. 10,No. 10, (Oct), p. 922.

Bharati, Pathak, Indian Financial Systems, (Delhi, Pearson Education, 2008), pp. 42-45.

Various issues of Economic Times

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Published

2024-03-31

How to Cite

Deval, A., Singh, S., Verma, S., Kumar, S., & Singh, S. (2024). A STUDY OF ROLE OF FINANCIAL PLANNER IN STOCK MARKET INVESTMENT IN INDIA. ShodhKosh: Journal of Visual and Performing Arts, 5(3), 846–850. https://doi.org/10.29121/shodhkosh.v5.i3.2024.3346

Issue

Vol. 5 No. 3 (2024): Volume 5 Issue 3 March - 2024

Section

Articles

License

Copyright (c) 2024 Dr. Amit Deval, Dr. Shivendra Singh, Dr. Saurabh Verma, Dr. Sunil Kumar, Sunder Singh

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