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Skills

  • Analytics
  • Financial Planning
  • Financial Services
  • Information Technology
  • Management
  • Manual Testing
  • Planning
  • Project Management
  • Software Testing

Services

  • Comprehensive Financial Planning, IT

    $15/hr Starting at $100 Ongoing

    Dedicated Resource

    Comprehensive Financial Planning with Focus on Retirement, Investment and Insurance Planning. Also provide stock trading and investment advice. Working with Excel sheets- preparing complicated sheets...

    AnalyticsFinancial PlanningFinancial ServicesInformation TechnologyManagement

About

Expert with Comprehensive Financial Planning for families with focus on Retirement, Investment and Insurance Planning IT Project Management experience of more than 8 years IT

I have more than 20 years experience in BFSI/ BFSI IT and worked for multiple top rung companies. I have CSM certification since 2017 and also Certified Planner (CFP) certification since 2010. Currently I am running my own Financial Planning business and also doing freelancing work.

Work Terms

Flexible