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Financial Advice to Medical Practitioners PowerPoint Presentation
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Financial Advice to Medical Practitioners

Financial Advice to Medical Practitioners

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Financial Advice to Medical Practitioners

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  1. Financial Advice to Medical Practitioners Individual investors comprise three types namely Salaried, Businessman and Professionals. Among the three professionals are the ones who need to update their knowledge constantly to stay relevant in their profession. They have to keep on updating and specializing in their domains. It is obvious that Medical Practitioners are such professionals. Medical Professionals have another most important task apart from updating themselves. Managing their finances. Doctors are really an ambitious lot. When their ambitions or goals are measurable in terms of money they need professional financial planning for medical professionals. An advisor who can understand their financial situation and offer an optimal solution with respect to their immediate, short term and long term financial goals. Financial Planning for medical Professionals is a continuous process that enables them aware of their financial position at any given point of time and increase the likelihood of achieving their goals. The continuous progress empowers them with the control they need in making informed financial decisions. The financial consultant for doctors as a guide in the overall management of your finances as well as an aide in contingency decision making. Regular monitoring of portfolio of assets and altering the course according to the change in situation and financial priorities are the key roles done by a Financial Planner. A Certified Financial Planner can give you such a holistic approach in planning your financial goals. Wealth Traits Financial Planners, No. 9, Maven Projects Centre, Dr. Thirumoorthy Nagar 3rd Sreet, Nungambakkam, Chennai - 600 034. +91 90030 55599, +91 94455 18009 info@wealthtraits.com / www.wealthtraits.com