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Career in Financial Planning

By Saral Agarwal
[ Founder | Saral Enterprise ]



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What is Financial Planning?


Saral Agarwal: "Financial Planning is the process of estimating the capital required and determining its competition. It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise."





How I got into Financial Planning?


Saral Agarwal: "After completing my certifications in Finance, I worked with Anand Rathi Securities as a relationship Manager for 1 year. In 2016, I started my own company with the name of Saral Enterprises where I work as an Independent Financial Advisor."





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  What Is:
     1) Financial Planning  
  Education:
     2) CFP  
     3) Fundamentals of Finance  
     4) Money Market & Stock Market  
     5) Traditional Ways of Investing  
     6) Real Estates & Physical Assets  
  Skills:
     7) Analytical Skills  
     8) Practical Exposure  
     9) Observational Skills  
     10) Networking Skills  
     11) Communication Skills  
     12) Time Management  
     13) Conviction  
     14) Patience  
  Positives:
     15) Balanced Work Life  
     16) Low Investment  
     17) Personal Growth  
     18) Strong Networking  
     19) Knowledge Updation  
     20) Contribution to the Society  
  Challenges:
     21) Initial Struggle  
     22) Government Policies  
     23) Handling Emotions  
     24) Uncertainties  
     25) Economies of Scale  
  A Day Of:
     26) Financial Planning  














LifePage Career Talk on Financial Planning

https://www.lifepage.in/career/20190528-0002/Commerce/Finance/Career-in-Financial-Planning/english

Full Talk: https://lifepage.app.link/20190528-0002
Trailer: https://www.youtube.com/watch?v=S2yQv76EcEQ

(Financial Planning, Saral Kumar Agarwal, Saral Enterprise, Founder, Wealth Management, Finance)







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