Find Jobs
Hire Freelancers

Financial Planner for Individuals

₹100-400 INR / hour

Lukket
Slået op cirka 1 måned siden

₹100-400 INR / hour

I'm currently seeking a financial planner with experience in creating personalized plans for individual. Key requirements: - Ability to provide holistic financial planning with an eye on retirement, investments, and tax planning - Flexibility for both one-time consultations and potentially ongoing advice - Strong communication skills, able to explain complex financial concepts to a layperson The ideal candidate for this project should have a background in financial planning, and be well-versed in the intricacies of personal finance, retirement accounts, and investment advice for individuals. Prior experience with tax planning is also considered a strong asset. Please include in your bid any relevant certifications or qualifications, as well as examples of prior work, if available.
Projekt-ID: 38123514

Om projektet

14 forslag
Projekt på afstand
Aktiv 30 dage siden

Leder du efter muligheder for at tjene penge?

Fordele ved budafgivning på Freelancer

Fastsæt dit budget og din tidsramme
Bliv betalt for dit arbejde
Oprids dit forslag
Det er gratis at skrive sig op og byde på jobs
14 freelancere byder i gennemsnit ₹393 INR/time på dette job
Brug Avatar.
I am working as an Accountant in UAE almost 3 years & i am sure i can make a better project for you on accounts & finance.
₹250 INR på 40 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
i am ca student, i have stock market skills and i will maximize your profit from investing . I have proper knowledge of taxation .
₹300 INR på 40 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
As a strategic, detail-oriented, and highly-experienced financial analyst, I believe I possess the skill set you require for your project. Not only do I have a strong educational background with a Master's in Finance, but I also have a diverse body of work which encompasses everything from financial planning and analysis to data translation. In addition to tax and retirement planning expertise, my grasp on investment strategy can help tailor personalized plans that meet your clients' unique needs. My methodical approach to financial decisions minimizes risk while maximizing returns, ensuring your clients receive exceptional care. What sets me apart is not just my comprehensive understanding of personal finance but also my ability to simplify complex financial concepts for everyday individuals. I recognize the importance of clear communication and ensure that my clients understand every aspect of their financial plan thoroughly. Partnering with me guarantees an expert who won't just create a one-size-fits-all plan but will take into account each client's unique circumstances and cater solutions accordingly. Let my proven expertise in financial planning, robust communication skills and passion for delivering excellence uplift your project. See for yourself how choosing me would provide you with comprehensive, tailored financial plans that prioritize client wellbeing today and long into tomorrow!
₹400 INR på 40 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
I have a good knowledge in Investments, Retirement Planning Plans and Tax Planning Concepts also. I'll study and analyzes the market conditions and graphs, companies growth in the market by this we can easily analyze the market condition of a particularly company
₹250 INR på 40 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
ROUTIN WORK IN PREVIOUS COMPANY ⚫ PURCHASE DEPARTMENT • Purchase Entries. • Finding error in CGST & SGST in sale invoices, purchase, debit note & credit note. • Expenses entries (TDS Knowledge). • E Way bill. • Stock Report (creating Stock J.V). • E-Invoices. • Filing of GSTR1 & GSTR3B with working. • All work of salary. • Work Related of ESIC, PF & PT. • Salary related work. • And others. ⚫ CASHIER DEPARTMENT • Receipt and payment entries. • Handling cash. • Cash deposit. • Statement entries. • Payment (RTGS & NEFT). • Bank reconciliation. • Cheque printing. • And others. SKILLS RELATED ACCOUNTING • Financial Analysis. • Auditing. • Financial Reporting. • Tally Expert. (With Course) • Excel Expert. (With Course)
₹700 INR på 40 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
We are a dedicated team of qualified professionals specializing in financial & accounting services with over 5 years of industry experience. We have extensive experience and expertise in handling diverse needs for businesses across various industries. We understand the significance of accurate and efficient financial management in ensuring the smooth operation and growth of your business. That's why we are here to offer our comprehensive services tailored to meet your specific requirements.
₹200 INR på 40 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
Hello..I have 3 years of working experience in a CA firm where I have filed thousands of tax returns and given tax planning advices. I can assist you with the same. Thanks and regards Samriddhi Jain
₹400 INR på 25 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
CA with 4+ years of experience in financial modelling, budgeting and forecasting+ Accounting finance. Here to help people and learn new things with new projects.
₹1.000 INR på 10 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
As a highly qualified and experienced financial professional, I can offer you more than just knowledge of balance sheets and numbers. Over my 12-year career, I have developed a deep understanding of personal finance, retirement plans, and investment strategies from which individuals can benefit. My proficiency in tax planning further adds to my skill set. As a CA, CISA, CFE, CPA, and ACCA with extensive experience in accounting and financial reporting, I am well-versed in dissecting complex problems and providing simplified explanations in understandable terms. Having led numerous engagements in financial reporting and management, I understand the importance of effective communication. Clarity is especially crucial when it comes to finances as individuals need to fully grasp the strategies implemented on their behalf. In all my previous endeavors, from conducting statutory audits to managing bank e-audits and concurrent audits while adhering to relevant standards. In sum, my qualifications and experience make me an excellent fit for this project as they reflect my abilities to approach projects holistically, analyze information critically, communicate effectively while adhering to applicable rules and regulations. With me on board, you can expect value-driven financial planning tailored precisely to your needs. Let's start building your bright financial future together!
₹350 INR på 40 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
I can do any work related to ms Excel and ms power point. I have proper knowledge about ms Excel and have knowledge about vba and waiting for opportunities to enhance my skills . I am sure I can give my ? and there will no need to worry about my work
₹499 INR på 15 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
Being a chartered accountant having experience in various types of fields, I am able to fulfill the requirement as required for this project. Even my core area of practice is majorly in Tax Planning. Not only in tax planning but also, I am well versed with accounting, finance, business and financial analysis.
₹250 INR på 40 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
I have been working with financial planning for last 3 years. Specializing in customized financial plans according to the short term, mid term and long term goals of the clients. Also providing multiple plans to the clients from which they can get the best fit for themselves.
₹400 INR på 24 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
Qualified Chartered Accountant, Diploma in IFRS, Graduate in Commerce. Proficient in Accounting, Excel, Financial Statement etc.
₹250 INR på 20 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
With 5 years of experience in finance modeling, tax accounting, and audit, I offer expertise in holistic financial planning, including retirement, investments, and tax planning. Experienced in delivering personalized plans, I ensure comprehensive guidance for individuals. I possess strong communication skills to simplify complex financial concepts. My background includes relevant certifications and qualifications in financial planning.
₹250 INR på 40 dage
0,0 (0 anmeldelser)
0,0
0,0

Om klienten

Flag for INDIA
Mumbai, India
0,0
0
Betalingsmetode verificeret
Medlem siden sep. 9, 2023

Klientverificering

Tak! Vi har sendt dig en e-mail med et link, så du kan modtage din kredit.
Noget gik galt, da vi forsøgte at sende din mail. Prøv venligst igen.
Registrerede brugere Oprettede jobs i alt
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Indlæser forhåndsvisning
Geolokalisering er tilladt.
Din session er udløbet, og du er blevet logget ud. Log venligst ind igen.