Financial Advisor VS Financial Planner?

An adviser usually manages your investment portfolio whereas a planner normally analyzes your future estate needs and finds a way to preserve assets for yourself and your family.

It depends on the regulatory regime where you are, but usually a Financial Planner is better qualified than a Financial Advisor.

Financial Planners are experienced people having in-depth experience and knowledge in financial matters, etc. They are like specialized doctors who can Guide you well and diagnose human disease to cure them. Similarly, the Financial Advisor is almost the same field. In simple words:

Financial planners and advisors are both considered as investment product providers looking for your investable assets. As a result, it is important to understand financial planning and consider the valuable advice provided by each. Let’s have a look at what differentiates a financial advisor from a financial planner. You can read an in-depth guide on Financial advisor vs Financial Planner.