“My son is in the 9th grade. I am not sure what his interests are or what stream in education he should pursue. Should he go for Science, Commerce or Arts? Can someone help?” Many parents have such concerns. That is where one may approach an education, or a career, counselor, who has evaluated various options available for youngsters.
An investor seeking help to plan for achievement of financial goals would be in a similar position as the parent in the above case. The investor has access to so much information these days, it is mind-boggling. Getting intimidated or making mistakes are highly possible.
This is when an investment advisor or a Mutual Fund distributor is preferable.
They assess the financial situation of the investor and look at one’s financial goals.
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