QPFP Professionals have knowledge of almost all financial products and solutions required by a family to manage their money well and meet their financial goals and investment objectives. They would understand your current situation and needs before giving any recommendations.

• To explore new opportunities that you never thought existed
• To protect, create and manage your wealth
• To help your family achieve financial well-being
• Opinion and guidance on pressing money matters
• To have a comprehensive look at your family finances

Anyone who wants professional help in managing their money, investments and insurances wisely should consider working with a QPFP Professional. Seek help of a professional if you are busy with work / life or lack inclination to do research and analysis or have made mistakes in the past.

Any activity requires specific skills to perform. The same applies to money management. If you're able to give your time, efforts to learn about it you can go for DIY. Or else 'Do it with a professional' is always a better option so that you're able to focus on your work / life and also make fewer mistakes in the journey.

1) Client-First Philosophy
2) Professional Qualifications
3) Range of Products / services offered
4) Remuneration method 5) Experience

Professionals get remunerated in the following two ways;
1) Commissions on Financial Products invested / bought through them.
2) Fees on Services / Solutions for which they may not be earning commissions.
Consumers are encouraged to check with professionals on mode of renumeration and ensure it's win-win for both of you.

Some Do's

1) Discuss complete information and data with your professional
2) Involve your spouse in money management process
3) Have a Long term orientation to products and investments
4) Ask right questions before buying / investing in any financial products
5) Take timely actions on recommendation provided by professionals
6) Chase your life's financial goals, instead on just high returns

Financial Wellbeing is a feeling of security and confidence about having enough financial resources to meet all your financial life goals (Needs, Wants, Dreams & Legacy). QPFP Professionals are trained to help families achieve financial wellbeing.

1) Investing without appropriate goals
2) Tagging wrong investments with the goals
3) Investing only based on past performances or in a hurry without researching much
4) Ignoring taxes and inflation.
5) Going DIY (Do It Yourself) without expertise, time commitment and interest.

QPFP Professionals usually follow these 6 steps while working with clients;
1) Understand client situation and needs
2) Analyse various products & solutions to meet needs
3) Recommend the best possible products & solutions
4) Execute the recommendations, fulfil transactions
5) Monitor the performance of products & investments
6) Coach the client till the financial goals are achieved