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Contact us
- No.51, North Sohrawardi Iran
- international@mahanbs.com
- +982188401313
Financial advisers provide regulated financial advice to help people make the most of their existing wealth. This can include planning for retirement, advising on investments, helping people to make tax efficient savings, and more.
Our Features:
our renowned faculty and guest speakers
We ensure the business growth without conditions.
The key responsibilities include:
- meeting with clients and discussing their financial goals
- answering client questions and educating them about investment options and potential risks
- researching and recommending investments for clients
- helping clients plan for the future, such as retirement
- monitoring client account performance or accommodating life changes, such as marriage.
What does a financial adviser do?
A financial adviser is sometimes also known as a financial planner, broker or wealth manager. They provide regulated financial advice on money management and assist individuals and businesses in selecting the financial products (e.g. savings, pensions, investments, mortgages and insurance) that meet their needs.
