Choosing a proper financial adviser is a not as easy as it might seem. If the financial adviser is not chosen wisely your hard earned money will be wasted and might as well become a part of fraudulent activity. There are many professionals who do financial advising, but it is important for you to know a little about the financial jargon that would help you to keep up with the activities that happen in financial advising. Bharti Jogia-Sattar is one such name who is not only a good financial adviser but also has a very good track record in advising and investing in financial world. Looking for well versed adviser is very important who can take care of your financial needs and provide you better solutions. As a financial adviser Ms. Jogia-Sattar has got years of experience making her an asset in her field of work.
Things to Remember Before choosing a Financial Adviser
Choosing someone with proper credentials is very important. The person you choose has to be well versed and informative in the sector of financial advising. Everyone knows or may have opinion about how to spend his or her money. But when you let a stranger to take care of your money it is of paramount importance that the person knows what he or she is doing. At the end of the day it would be your money, where in the adviser will have full access to.
It is important to meet in person to get a measure of his her personality and if he or she can muster confidence in you. there would be times when you would have to turn to the same person during a financial crisis. So that being said, it is important for the person to be competent or else you would not be able to trust in his or her advice.
It is also important for your financial adviser to have a clean record with the previous clients. It is fair to say no one who would like to hire a person who has a lot of complaints against his or her name. Having a clean record is important and it would also help you to have more reliability on the adviser. Hence it is absolutely important to check the background history of the person before you start discussing your financial conditions.
A detailed research is also important for before appointing the person. Unless you know the way the person works, it would be difficult on the both ways, for you as well as the adviser. Hence it is important to know, how the person will take charge and help you with his expertise. Because it may happen so that you need help in the investment parts, but the person provides service for all of the things like investment, taxes, estate planning etc.
Bharti Jogia-Sattar, is a well experienced and seasoned veteran in the world of finance. With years of experience and working as the VP and controller of the famous movie production house ‘LIONSGATE’ she is one the most eligible financial advisers in this current market. Her domain is in organizational development, financial assessment and operational procedure.