Puneet Giri

financial advisor is a licensed professional who helps clients manage money, build wealth, and achieve financial goals. They provide personalized guidance on investments, retirement, tax strategies, debt, and estate planning to secure long-term financial health.What Financial Advisors DoAdvisors offer a wide range of services tailored to your life stage. Their core responsibilities include:Investment & Portfolio Management: Assessing your risk tolerance and structuring an investment strategy to meet your financial goals.Retirement Planning: Calculating how much you need to save and selecting appropriate vehicles (e.g., mutual funds, SIPs, or NPS).Ta