DIY Financial Planning: Amit Kukreja, Founder, WealthBeing Advisor explains
"Even if you do your financial planning and management yourself, you still need to get your plan or decisions independently validated by an outside expert," says Amit Kukreja, Founder, WealthBeing Advisor. Take help from a financial expert to validate your financial goals, let him look at the objective actively so that he can help you achieve your goals successfully, explains Kukreja. You can manage your portfolio yourself but it is advisable to take expert opinion on the larger financial plan.
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