Holistic Financial Advisory Services -- 2
Budget: ₹12,500 – ₹37,500 INR
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.
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.