Goal-Oriented Independent Financial Strategy Development

₹1500-12500 INR

Suljettu

Julkaistu

3 kuukautta sitten

₹1500-12500 INR

Maksettu toimituksen yhteydessä

Independent Financial Planner Needed for Comprehensive, Goal-Based Financial Strategy Project Overview: I’m looking for an experienced and INDEPENDENT financial planner to help design a complete financial plan focused on my long-term goals, including child education, home purchase, retirement, and family travel. This plan should include recommendations across investment avenues like index funds, mutual funds, NPS, and gold, as well as optimizing my current SIPs for better performance. I need someone who is not affiliated with any particular investment platform or product and will not push for investments through their platforms. What I'm Looking For: Comprehensive Financial Planning: Development of a goal-based strategy like : Home purchase Child education & marriage Retirement International travel Investment Strategy Recommendations: Guidance on asset allocation across: Equity Index funds ETF's Direct mutual funds NPS, gold, and other relevant instruments SIP Optimization: A review and restructuring of existing SIPs for better alignment with my goals. Key Qualifications: Experience & Credentials: At least 3-10 years of experience in financial planning; relevant certifications (e.g., CFP) are preferred. Independence: No affiliations with platforms or products to ensure unbiased recommendations. Knowledgeable & Up-to-Date: Familiarity with the latest investments opportunities, financial products, tax laws, and strategies. Clear Communication: Ability to provide regular updates on strategy and portfolio performance. Note: All investments will be made directly through and in my own accounts. If you are a professional focused on client-centered planning with a transparent approach, I’d love to hear from you. Please include: A brief summary of your experience with similar financial planning projects An outline of your approach and fee structure for this project Thank you, and I look forward to working with the right partner to help secure my financial future.

Projektin tunnus (ID): 38728227

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Aktiivinen kuukausi sitten

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7 freelancerit tarjoavat keskimäärin ₹7 786 INR tätä projektia

@hmplakmal1

Hi, With over 14 years of experience, a Chartered Accountant, and a specialized MBA, I bring a unique set of skills and perspectives to the table. My expertise lies in financial and strategy consultation, making me particularly adept at creating concise financial plans tailored to specific goals. This aligns perfectly with your need for comprehensive, goal-oriented financial planning -- you have multiple targets, and my background enables me to view your investments and finances holistically, meeting your long-term aspirations efficiently. Independence is another pillar of my Financial Services. Your freedom from biased suggestions sits right within my core values. My track record proves my ability to provide unbiased recommendations. In addition, I was in Budgeting & Variance Analysis roles, which greatly refined my focus on allocations across various investment avenues. Lastly, as a Chartered Accountant and financial professional, I don't just work for the sake of working; I passionately strive to empower my clients by keeping them thoroughly informed. So you can rest assured that not only will I provide you regular updates on strategy and portfolio performance but also keep you updated with any relevant changes in investments opportunities or tax laws. It's a comprehensive plan that sets its sight on securing your financial future. Thank You.

₹12 500 INR 1 päivässä

4,8

(9 arvostelua)

4,0

@sanhatifinance23

My name is Sanhati, and I am more than a Financial Analyst - I am an independent, client-focused professional with a solid track record in financial planning. With over a decade of experience, I have successfully navigated a myriad of complex projects just like yours. Let me assure you that my services are not tied to any platform or product, which means you can count on unbiased recommendations tailored to optimize your investments for maximum performance. My comprehensive understanding of the financial market will allow me to help you develop not only a comprehensive strategy for your long-term goals but also a blueprint for financial success. Be it planning for your child’s education or the retirement you desire, I will provide clear and effective options across instruments like index funds, mutual funds, NPS and gold, all aimed at safeguarding your financial future. Your current SIPs will also be meticulously reviewed and restructured where needed; this will ensure that every rupee works as hard as possible for you. Choose me today, and together let's secure your financial dreams for tomorrow.

₹12 000 INR 6 päivässä

5,0

(1 arvostelu)

2,2

@nareshk44

As a content catalyst and a professional researcher with a penchant for words, I am uniquely positioned to meet your project's financial planning demands. My comprehensive understanding of various investment avenues, such as index funds, mutual funds, NPS, gold, and more coupled with my up-to-date knowledge of the latest opportunities ensures I can create an unbiased, goal-driven strategy tailored to your needs. Not being affiliated with any platform gives me the freedom to provide recommendations that are truly in your best interest. With 5+ years of experience under my belt, I've honed the skills required for effective financial planning: meticulous research, simplification of complex information and clear communication. These allow me to not only analyze different investment options but also articulate them in a manner that is easy to understand and make informed decisions. I’ll optimize your current SIPs for better performance by aligning them with your specific goals. My sole focus is on client-centered planning. My transparent approach guarantees regular updates on strategy and portfolio performance, providing you with the necessary peace of mind for a secure financial future. Investing directly in your own accounts reinforces this commitment and empowers you to have greater control over your financial destiny.

₹7 000 INR 7 päivässä

5,0

(1 arvostelu)

1,6

@Chandrathej

I am excited to offer my services as your independent financial planner. With a solid background and having cleared CFA Level 2, I bring a wealth of knowledge and experience to the table. My Qualifications: CFA Level 2 Completed: Demonstrating a deep understanding of financial analysis, portfolio management, and ethical standards. Market Experience: Four years of active involvement in the financial markets, allowing me to effectively analyze trends, identify investment opportunities, and manage risks. Comprehensive Investment Knowledge: Extensive understanding of various investment types, ensuring tailored strategies that align with clients' financial goals. Excel Expertise: Advanced proficiency in Excel for creating sophisticated financial models and performing detailed analyses, crucial for data-driven decision-making.

₹4 000 INR 3 päivässä

0,0

(0 arvostelua)

0,0

@shaiks254

I will do able to do this project beacaypeexpert in office and related all work want to give me the project Thanks

₹5 000 INR 5 päivässä

0,0

(0 arvostelua)

0,0

@chinmaygupta007

As a seasoned Tax Expert, I understand the paramount importance of precision and customization in financial planning which aligns perfectly with your project requirements. With my impressive background in Finance and Accounting, I am well-versed in all aspects of income tax compliance, GST, and TDS. This broad understanding of tax laws is crucial in designing an effective, goal-based financial plan that will not only optimize tax efficiency but also secure your financial future. For over 10 years now, I have been dedicated to delivering client-centric solutions that are tailored to the individual needs. Your project calls for an independent approach and as someone who provides third-party tax advice without affiliations to any investment platforms or products ensures unbiased recommendations. Finally, my vigilant eye for detail and proactive approach will guarantee that we regularly track the performance of your portfolio, make necessary adjustments, and provide you with comprehensive updates throughout the entire process. My fee structure is fair and transparent ensuring that you get the highest quality service at a competitive price. I look forward to partnering together on this important journey towards realizing your long-term financial goals.

₹12 500 INR 7 päivässä

0,0

(0 arvostelua)

0,0

@Swaybur123

Hey, I am interested to independent or freelance accountant to assist with your financial management. I have extensive experience with QuickBooks or other software. Please let me know the application process. Thank you

₹1 500 INR 7 päivässä