The financial services industry is going through a period of dramatic changes. Driven by technological and regulatory changes, all financial advisory firms need to ensure their systems, products, and processes are robust and fit for purpose to meet increasing client expectations. It is in light of these changes, and the increased complexity around the sector that we decided to come out and help our surrounding society of financial advisors.
Along with the financial advisors, the biggest challenge is faced by the ultimate beneficiaries in the financial services industry – popularly known as Investors. Investors face the biggest dilemma when it comes to choosing the right asset class – right advisor – right schemes and often have been at the receiving end.
The Logical Advisor is committed to provide excellent learning platform, innovative research, and ensure personal and intellectual growth of its stakeholders in a diverse world of finance. The Logical Advisor exists as a resource to help the financial advisor community & Investors.
The Logical Advisor aims to become the definitive information and knowledge resource for the financial advisors, helping them discover, understand and engage efficiently and effectively with solution providers that can help them build and grow their businesses in an ever-changing marketplace. For Financial Advisors, our endeavor is to cater to them to better understand their market, identify and find suitable solutions for them to ultimately make better, faster and more efficient decisions with regard to the needs of their businesses and, more importantly, their clients. We aim to build a community of financial advisors that support each other, encourage each other and share mutual values.
For Investors, our endeavor is to educate them to become financially free through our Financial Wellness Program. The main aim of our Financial Wellness Program is to help Investors
- Plan in a better way for their Needs, Wants & Financial Goals
- Coach them with Requisite Skills to manage their Finances
- Help them execute their plans with proper Financial Planning & Portfolio (Wealth) building mechanisms
- Put them on a path to achieve Financial Nirvana
OUR TEAM
Formed in 2016, the Logical Advisor team has been doing on-ground workshops for investors & financial advisors. We have been helping advisors who are serious about their craft to fulfill their sacred duty to clients by advancing the knowledge and practice of financial planning. We are a positive force for our clients.
Our team comprises of Industry Veterans having more than 60 years of Financial Services Industry experience and has experts of various domains like Equity Markets, Fixed Income Markets, Taxation aspects & Estate Planning. The team has been regularly conducting boot-camps in all corners of India and taking their mission to fulfillment.
