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Part-Time Expert Financial Advisory Assistance

₹750-1250 INR / hour

Closed
Posted 16 days ago

₹750-1250 INR / hour

As someone striving for a secure financial future, I am in need of a financial advisor who can provide part-time assistance in retirement planning, investment advice, and tax planning. The ideal candidate will utilize their expertise to guide my short-term investment goals and long-term retirement savings strategy. Key Responsibilities: - Providing guidance on retirement planning - Offering insightful investment advice - Assisting with tax planning Ideal Skills and Experience: - Proven experience as a financial advisor - Strong understanding of retirement funds, investment strategies, and tax laws - Demonstrated ability to create tailored financial plans based on individuals' needs and goals - Excellent communication skills, explaining complex financial matters in understandable terms. In this role, you'll be instrumental in shaping my financial future. If you're passionate about helping others reach their financial goals and have the relevant experiences, consider placing a bid.
Project ID: 38049669

About the project

3 proposals
Remote project
Active 14 days ago

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3 freelancers are bidding on average ₹833 INR/hour for this job
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I offer extensive expertise in monthly closing, taxation, financial analysis, and budgeting, alongside proficiency in Tax Audits and Statutory Audits, with substantial experience in GST and TDS. My proven track record showcases precision in navigating financial complexities. We are located in New Delhi, Faridabad, Gurugram, Noida, Mumbai, and Chennai. In the ever-adapting business landscape, my tailored consultations promise comprehensive guidance. I excel in ensuring a seamless monthly closing process, proactively addressing issues. Beyond compliance, my taxation strategies optimize positions. Financial statements, to me, are narratives guiding strategic decisions. Dynamic budgeting blends historical analysis with a forward vision, crafting a roadmap aligning goals. As a dedicated financial partner, my adaptability and commitment position me to exceed expectations, empowering your business on its financial journey.
₹750 INR in 40 days
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With a strong background in administration, I have honed my management and communication skills to an exceptional level. I understand the importance of clear and concise communication, especially when it comes to complex financial matters. I've seen firsthand the impact that poor financial advice can have on people's lives, and that drives me to be meticulous in my approach. My experience has taught me how to engage with clients at a personal level, understanding what makes you tick and what your unique aspirations are. This tailored approach underscores my belief that no two clients' financial journey should be exactly alike. Understanding your short-term investment needs as well as long-term retirement goals will form the foundation of our interactions. But it's not just experience that sets me apart - it's also passion. The prospect of helping individuals, like yourself, reach their financial dreams, invigorates every fiber of my being. If you entrust me with this responsibility, I promise to dedicate the same passion and commitment that has propelled me to success thus far. Let me help pave the way for your secure financial future together
₹1,000 INR in 40 days
0.0 (0 reviews)
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About the client

Flag of INDIA
New Delhi, India
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Member since Apr 29, 2024

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