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Holistic Financial Advisory Services -- 2

₹12500-37500 INR

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₹12500-37500 INR

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I am in need of a financial advisor who can handle all aspects of my financial planning. This includes investment planning, retirement planning, and - most importantly - tax planning. Essential Skills: - Proficiency in Investment Planning - Experience in Retirement Planning - Expertise in Tax Planning and Legal Tax-Efficient Strategies. I'm flexible about specialization, however, I need a professional who's capable in all these areas. Potential hires who are adept at recommending tax-efficient strategies will be given preference, but this skill doesn't have to be exclusive. Please provide examples of your experience in similar projects and explain your approach to handling a client with multi-faceted financial needs like mine.
Mã dự án: 38105726

Về dự án

10 đề xuất
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Hoạt động 1 ngày trước

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10 freelancer chào giá trung bình ₹24.500 INR cho công việc này
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Hello Mithun T., I can get this project done ASAP with high accuracy! Accounting I am a qualified accountant and a certified quickbooks and Xero Advisor with 12 years of experience in bookkeeping, reconciliation, financial statements, AP/AR, taxation, etc. I have expertise in Zoho Books, Wave Apps, and Excel as well. I have helped multiple clients to do full cycle bookkeeping/accounting and maintain their books clean, accurate, and up to date. Lets connect in chat so that We discuss further. Thank You Akshay
₹25.000 INR trong 7 ngày
4,9 (38 nhận xét)
5,7
5,7
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As a seasoned financial advisor and consultant, I am confident that my broad expertise perfectly aligns with your multi-faceted financial needs. With over a decade of experience under the banner of 8veer, we specialize in offering comprehensive business solutions and driving industry transformations. This makes us uniquely adept at approaching complex challenges head-on and identifying opportunities for long-term success. In particular, our proficiency in areas like investment planning, retirement planning, and unique tax-efficient strategies has enabled us to provide clients with exceptional financial insights and solutions. Our ability to anticipate needs stems from our commitment to deep sector knowledge and a consultative approach, ensuring we create personalized strategies that fit your specific goals. At 8veer, we believe in empowering organizations through operational excellence and strategic innovation - a belief that extends to our holistic financial management approach. By maximising value through tax planning, managing portfolios for optimal returns, and strategizing your retirement goals meticulously, I am confident that I can deliver the high-quality, customized service you need. Let's collaborate on transforming your financial future together.
₹25.000 INR trong 8 ngày
5,0 (2 nhận xét)
4,6
4,6
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With my extensive and multi-faceted background, I believe I am perfectly suited for your holistic financial advisory needs. My core competence as a Chartered Accountant (CA) and Lawyer, combined with skills in Valuation, Investment Analysis, and Business Consulting, is an ideal match for the wide-ranging requirements you've outlined. Having spent over a decade helping businesses and individuals optimize their financial landscape, I am well-versed in crafting comprehensive strategies that align investments, retirement planning, and taxation to achieve clients' objectives. This entails applying intricate legal tax-efficient strategies to minimize liabilities while optimizing gains on investments. My proficiency in financial modeling tools and knowledge of global financial regulations will be immensely valuable in guiding you through complex scenarios. Beyond offering my diverse range of services, my commitment to open communication, strong analytical ability, detailed approach and genuine care for my clients sets me apart. My aim isn't just to deliver quality solutions but also to empower you with a deep understanding of your portfolio so together we can make informed decisions. Reach out today and let's discuss how I can help realize your financial aspirations. Just message me so that I can share my work samples.
₹35.000 INR trong 7 ngày
5,0 (2 nhận xét)
2,2
2,2
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With over a decade of experience in various fields, including accounting and tax planning, I have honed my skills to cater to clients with multi-faceted financial needs such as yours. Upon reviewing your project requirements, I firmly believe that my abilities align perfectly with what you seek. High-quality investment planning? Recognized. Expertise in retirement planning? Check. Proficiency in rendering tax-saving consultancy? Absolutely. Throughout my career, I’ve assisted numerous clients benefit from legal tax-efficient strategies and save substantial sums of money while ensuring compliance with the tax regulations. I would adopt a similar approach with your case - personalized strategies specifically catered to your unique financial situation. Moreover, I take pride in being highly approachable and communicative - an essential quality for the success of our collaboration. My goal has always been to establish long-term client relationships through trust and apt deliveries. With me, you are not just hiring a professional but gaining a confidante who genuinely cares about your financial welfare. Trust me with your holistic financial needs; you won't be disappointed!
₹25.000 INR trong 7 ngày
5,0 (10 nhận xét)
2,1
2,1
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Hi, With over 12 years of extensive industry experience, an MBA, and ACA qualification, my finance skillset is the ideal fit for your comprehensive financial planning needs. My proficiency in crucial areas like investment, retirement, and tax planning positions me to provide holistic financial advisory services that will help you manage your wealth effectively. Throughout my career, I have successfully aided numerous clients in designing and implementing tax-efficient strategies that minimize liabilities while maximizing returns. As a Chartered Accountant, tax planning is an area I excel in. Additionally, my experience in financial statement preparation and analysis offers insights into aligning investment and retirement goals. Your project is not just another job for me; it's an opportunity to change lives through strategic financial management. My friendly communicative approach inspires trust and assures you of regular updates on progress throughout the project. Plus, my fluency in English and Sinhala enables seamless communication. Achieving client satisfaction has always been my top priority. Harnessing my accounting nous with finesse in Excel can take your financial plans and monitoring to new heights. So let's connect to kickstart a successful collaboration that secures your financial future.
₹15.000 INR trong 7 ngày
0,0 (0 nhận xét)
0,4
0,4
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Hello, Trust this message finds you well! I am CA Gaurav Jain, partner in UDYOG BUDDY. We take pride in offering a comprehensive suite of professional services designed to meet the diverse needs of businesses. Our expertise spans across a multitude of areas, including: 1. Audit Services: - Statutory Audits - Tax Audits - Internal Audits 2. Taxation Services: - Income Tax Consultancy - GST (Goods and Services Tax) Compliance - International Taxation 3. Financial Advisory: - Financial Planning - Investment Advisory - Business Valuation 4. Accounting and Bookkeeping: - Maintaining Financial Records - Preparation of Financial Statements 5. Corporate Compliance: - Company Registration - ROC (Registrar of Companies) Compliance 6. Government Registrations: - Startup India,IEC, ISO - Patent, TM, Copyright 7. Legal Compliance: - Ensuring compliance with various laws and regulations 8. Financing: - All types of Business Loan, Project Loan etc. Thanks for considering! Best regards, CA Gaurav Jain +91 6260 059 275
₹25.000 INR trong 7 ngày
0,0 (0 nhận xét)
0,0
0,0
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Looking for meticulous financial expertise to handle your monthly closing, taxation, and budgeting needs? Look no further! Our Chartered Accountant firm brings a wealth of experience and proficiency to the table. With a proven track record in Tax Audits, Statutory Audits, GST, and TDS, we excel in navigating the intricacies of financial landscapes. Based in strategic locations across New Delhi, Faridabad, Gurugram, Noida, Mumbai, and Chennai, we're equipped to cater to your needs seamlessly. Let us be your trusted partner in achieving financial excellence.
₹20.000 INR trong 7 ngày
0,0 (0 nhận xét)
0,0
0,0
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In today's complex financial landscape, solid planning is key to securing a stable future. With my comprehensive expertise in investment, retirement, and tax planning, I offer a tailored approach to meet your financial goals. I am committed to maximizing your returns while minimizing tax liabilities through strategic, legal means. Let's navigate the financial journey together and build a prosperous tomorrow.
₹25.000 INR trong 7 ngày
0,0 (0 nhận xét)
0,0
0,0
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With over a decade of experience working as a Chartered Accountant, I have amassed the comprehensive knowledge needed to assist my clients in multiple financial facets like investment, retirement and especially tax planning. Hypothetically speaking, what distinguishes me from many other accountants is my combined proficiency in these domains. My portfolio of qualifications and certifications includes CISA, CFE, CPA, and ACCA, all of which speak to my deep competence in information systems audit, forensic investigations, financial reporting and management. My commitment to quality service aligns firmly with your need for an advisor managing task meticulously. I've completed various complex financial projects following prescribed standards and guidelines. This being said, I understand that numbers without context mean nothing. In the same vein, my work doesn't just focus on 'what's best on paper," but also delves into understanding what aligns with your specific needs holistically. Furthermore, I'm a big advocate for technology-enhanced efficiency. As crypto-assets continue to redefine monetary transactions globally; my grasp of blockchain technology will add another layer of value in managing your wealth securely. All said my track record positions me as an ideal candidate for this job because my skill-set covers every significant requirement of this role - no matter how nuanced or distinct they are.
₹25.000 INR trong 7 ngày
0,0 (0 nhận xét)
0,0
0,0
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I ensure you with best of my knowledge and best services. I have complete knowledge about the project
₹25.000 INR trong 7 ngày
0,0 (0 nhận xét)
0,0
0,0

Về khách hàng

Cờ của INDIA
Bengaluru, India
0,0
0
Thành viên từ thg 5 14, 2024

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