Best investment recommendations for medical professionals? In Financial Planning we touch upon all the aspects of Personal Financial Management, and aims to build good financial habits among the Investors, and bring in Financial Wellness in their life. We believe that your good Financial Life depends more on your discipline and process you follow, rather than any Specific Investment strategy. Since doctors are among the busiest professionals, so it becomes more important for them to take good care of their money and use their time wisely on the professional upgradation, without being much worried on the Money management aspects. At Dr Good Money, We strive to make you Good With Money, So Money in turn be good with you.
You will get a Detailed Financial Plan with clear action points, which will act as a Road Map for you to do well in your Money Life. The Earlier you Start, better it is. But In Financial Planning its never too late. If you are a beginner or have already started investing or have been investing for quite many years, but are not sure which direction you are going and if you are on Right Track or not.
This is the Optional step where we execute the plan and put you on medications (Read Investments). If we need to involve other professionals here like CA, Lawyers, Insurance experts etc. we may do under your permission. Since the results depend on lot many uncontrollable factors so we do the monitoring, half yearly and annual review of the Investments and Financial Plan, to ensure we remain on Track always.
Being into medical profession, I hardly find enough time to manage my investments, insurances and other financials. I tried myself and then many so called professionals’ services from brokers to bankers, but to no avail as everyone was chasing his/her own job targets. My hard-earned money was getting wasted in helping people earn promotions. The financial sector has become so complex that it’s very difficult to understand the technicalities in detail. In such a scenario, you have to depend on someone who can help you in an honest and sincere manner and that too in your interest. I came in contact with Mr. Manikaran Singal in 2008 and I am quite happy with his advice and professional acumen. See extra information on professional indemnity policy for doctors.
Do you also earn Commissions from Selling Investments? How to ensure unbiased advice? No. We will always be on your side of table. We are not associated with any Product manufacturer, and thus do not earn any commission. We being SEBI Registered Investment adviser are allowed to earn only directly from clients. How Long will it take? You said Lifelong Relationship and I am not Comfortable with that. Its Ok. You may go with our Plan RICH Service, where the association gets over once the plan is complete. We will give you a detailed advise which you may execute on your own. However, if you want you may come back for review after a Year or as and when you want. Its a One time service.
Medical Schools don’t teach Managing Personal Finances! You learn it the hard way, sometimes after burning your fingers. A good financial planner, particularly one who likes to educate their clients, can tell you everything you need to know exactly when you need to know it, which saves you time and headaches. Just like your patients coming to you after the problem has got serious and needs immediate medical attention, Due to time constraints and Comfortable income flow you also tend to keep ignoring your Financial Problem and consult a professional only when things are about to go out of hand. Timely and Regular consultation with a good financial planner will keep your Financial Health in Check. Read more details on https://drgoodmoney.com/.