Financial Dictionary

Page no : 3

praveen kumar kalluri ( student) (1032 Points)
Replied 07 March 2011

very nice ........

Ramalingam K (Founder & Director - Holistic Investment Planners (P) Limited) (21077 Points)
Replied 09 May 2014

Investment Advisor Vs Financial Planner

A few decades ago, there was confusion with what sales and marketing are. People thought they are one and the same. But it is to be understood that sales is just an important ingredient of the functions of marketing. Sales lies in persuading and convincing a person to buy a product that is suitable. Marketing involves all the activities right from the conception of the product, to branding, advertising and retailing. It is an all pervasive function from the product being ready to reach the market and ultimately to being sold to the customer.

https://www.holisticinvestment.in/financial-planners-vs-investment-advisor

With Regards,

Ramalingam,

Director,Chief Financial Planner.

HOLISTIC INVESTMENT PLANNERS PRIVATE LTD

“Best Performing Financial Advisor Award” Winners from CNBC TV18

Website: www.holisticinvestment.in