Finance Advisor & Tax Planner Needed

As an experienced Chartered Accountant with over eight years of experience, I have worked extensively in the field of accounting, financial management, and taxation which has allowed me to develop comprehensive knowledge in various aspects of finance crucial for this project. Being an empathetic listener and an effective communicator means that, Your investment strategies will not only be planned but rather implemented with clear understanding while considering your values and vision. Furthermore, my past associations with bookkeepers and accounting/taxation firms have offered me a deeper understanding of different aspects of finance industry, including M&A advisory, Valuation, private equity acquisition. This has allowed me to cultivate a broadened perspective of investments alongside solidifying my ability to analyze the tax implications of various strategies. I am proficient in MYOB, Quick Book, Xero , software often used for bookkeeping. I also prepare detailed financial statements which involve scrutiny of accounts maintained by clients to allow better analysis of business, reveal potential areas for improvement and understand better investment opportunities. Let's collaborate and I can assure you that together we will find the most beneficial solution for maximizing your profits while cutting down your tax burdens!

Choosing me for your finance advisor and tax planner position would be an investment in experience, expertise, and professionalism. With nine years of experience as a Chartered Accountant and ACA-qualified professional, I've built a solid foundation in financial consulting, tax planning, and investment strategies - all skills that align perfectly with your needs. One of the key traits I bring to the table is my knack for comprehensive strategizing and meticulous attention to detail. Tax optimization strategies and understanding the implications of investments are paramount parts of my profession, and I constantly stay on top of new regulations and market trends to provide up-to-date solutions. Furthermore, my excellent communication skills ensure that I can explain even complex financial concepts in a simple, digestible manner, helping you make informed decisions. Lastly, let's not forget the power of tailored solutions. Just like no two businesses are alike, no two individuals' financial situations are either - a principle I firmly believe in. I take the time to understand your unique circumstances and devise strategies specifically customized to maximize your financial gains. With me by your side, you don't just get another finance advisor - you gain a reliable partner dedicated to your growth and success.

I am an Indian Chartered Accountant having 5+ years of experience in writing research reports in Banks and Credit Rating Agency. I am an avid investor. I follow top-down investment strategy which includes industry analysis, business research and financial analysis of multiple peers in the sector, and Stock selection. I sincerely look for the following before investing: 1. Risk Reward ratio 2. How this stock is diversifingy my portfolio 3. Quality of management 4. Growth outlook of company

I m a chartered accountant and having 18 years experience in the field of chartered accountant . I have knowledge of accounting and finance, direct taxation indirect taxation gst etc.

Hi Sir I m a Chartered Accountant having skills and expertise to cater your needs. Tax optimisation and tax implementation is a very vast subject . So, If we connect i would be delighted to help you with my expert skills and better understanding of your requirements. Thanks CA Avinash Srivastava

I am reaching out to express my interest in providing virtual office assistant services for your esteemed law firm. With extensive experience supporting legal professionals and businesses, I am confident that my skills can enhance the efficiency and operations of your firm, allowing your team to focus on what matters most. Also i have 4+ years of experience in freelancing by which i can complete the work in less period of time.

i am a professional commodities trader and investor ,from 2021 i am handling client's trading account. so i have lot of knowledge about finance market. also i am a good finance educator.

I had read your requirements and i can provide you the best planning for tax and i had worked with bank and provided so many plans to my customer for tax saving

I do possess a profound knowledge of laws, and compliances, have a ground level working experience, have exposure in various interrelated fields of Accounting, Taxation, Finance, Audit. Have worked with listed companies having market capitalisation of more than Rs. 500 Crore and so on. I want to become a partner in your business growth, and we will achieve new business heights together.

ANALYTIQ CONSULTING AND ADVISORY SERVICES caters to specialized taxation demand for more than 1900 individuals and businesses spread across 26 states and 4 UTs of India. We have a team of 2 Income Tax Lawyer, 1 Commercial Tax Lawyer and 2 Charted Accountant with a staff backup of 7 other individuals who excel in their respective roles As someone who has attained a BBA LLB degree and has worked extensively in the field of finance, taxation, and project development, I believe I have the necessary skills to be your ideal finance advisor and tax planner. In my [ Analytiq Consulting And Advisory Services], we have a proven track record of effectively developing turn-key solutions for diverse business entities. To give you an example, our notable projects include streamlining financial plans for Pratyay Infrastructural Development and Lali Foundation. We leverage our deep understanding of finance to plan investment strategies that yield higher returns while keeping tax implications in check. In conclusion, choosing me as your Finance Advisor & Tax Planner means investing in an experienced professional with a wide range of skill s – from identifying lucrative investment opportunities tailored to your unique needs to optimally managing your tax outlays. I look forward to the possibility of helping you navigate the financial world always for better gains!

I am a Chartered Accountant and have worked on projects for tax savings for my clients . I can guide you with all the tax implication on your investment and can suggest ways to save taxes. We can connect to discuss further.

Hello Drawing from my extensive experience as a finance professional, particularly in accounting and taxes, I can offer valuable expertise for your investment strategies because I am also a investor. With a meticulous understanding of tax optimization, I can help you navigate through complex tax laws to ensure maximum benefits while minimizing risks. As a Chartered Accountant with demonstrated experience over 7 years in Accounting, Finance, Direct Tax, Indirect Tax, and Payroll management - I have the skills and knowledge to perform these tasks diligently and efficiently. My holistic approach to financial planning encompasses not only investment strategies but also understanding the wider implications of these decisions. I understand the challenges faced by individuals when it comes to wealth preservation and growth. Therefore, I'm well-prepared to tailor a bespoke financial strategy that aligns with your specific goals. Communication is vital in any successful advisory relationship and my multifaceted consulting background has trained me well in this skill. My penchant for translating complex financial concepts into layman's terms will further ease your understanding of critical tax matters. Choosing me means putting your finances in capable hands that prioritize strategic thinking, precision, and excellent client rapport. Best regards CA Sunil Bohra

I have been working on advising investment strategies both inbound and outbound along with tax optimisation strategies at the time of entry and exit to ensure optimum ETR for my clients. I have a total experience of 5+ years in this domain. I am an experienced tax professional with a strong grip on tax and regulatory domain. I have built my inter personal and communication skills. I look forward to helping you in this regard.