I'm a Financial Consultant. I do fee based Financial planning for my clients. Financial planning is a process to understand, analyse one's finances. Thus the client's financial position is known. Risk cover is recommended. Then The goals of the client are discussed in detail & quantified in money terms for the time they need to be achieved. The amount thus arrived needs to be accumulated by regular savings in various financial instruments. The Asset Allocation is done & the same is implemented. Implementation & review go hand in hand. Thus enabling the clients to achieve their goals.
I also have Air Conditioning Business - Sales, Service, Maintenance.