Why Do You Need a Financial Advisor?

UBRA, I am investing only in Index funds, do I need a financial planner?

- PV SUBRAMANYAM

she asked me. Here is what I said: Letting a professional manage your wealth can be beneficial for several reasons, but it's not a one-size-fits-all solution. Here's a breakdown of why it might make sense, along with considerations to keep in mind:

Why Consider Professional Wealth Management?

Expertise and Experience: Professionals, like certified financial advisors or wealth managers, have specialized knowledge in investments, tax strategies, estate planning, and risk management. They can navigate complex markets and optimize your portfolio based on your goals.

Time-Saving: Managing wealth effectively requires research, monitoring, and adjustments. A professional handles this, freeing you to focus on more interesting things!