Goal-Oriented Independent Financial Strategy Development -- 2
Budget: ₹600 – ₹8,000 INR
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.
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.