19 May, 2015

Difference between a CA & a Financial Planner

Lots of people get confused about the role of a Chartered Accountant & a Financial Planner. Many people I know have said they have a CA who takes care of their finances as well. 

Well... that could be a suboptimal way of going about their personal finances.

But the roles of a CA & that of a Financial Planner are distinctly different. Found an article that deals with this subject. The differences have been brought out quite clearly, in this article.

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