Meet your Volatility Coach and Protection Counsellor
The financial planning is a joint exercise that will be successful only when it is undertaken with full understanding, commitment and trust between the Volatility Coach & Protection Counsellor and the customer.
A Volatility Coach & Protection Counsellor should be able to prepare a comprehensive financial plan to fulfill all the protection needs of the customer and future financial goals with the required strategies to be followed. He should be able to coordinate and provide implementation support to the customer. He Must
- Put his customers’ best interests first;
- Not mislead clients;
- Provide full and fair disclosure of all material facts; and
- Act with due diligence and in utmost good faith.
However, to get the best results from financial planning, a customer should
- Provide all material and relevant data, information for financial planning. The financial
- plans shall be limited by the information shared by the customer.
- Intimate Volatility Coach & Protection Counsellor of the ongoing changes and updates in personal, financial
- situation
- Actively participate in the entire financial planning process and provide time for the
- same.
- Respect the financial recommendations made/suggested as per requirements.