As a financial advisor with 6 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type (Individual or Business)
Individual
Based In
Bengaluru, India
Language Proficiency
Spanish
Years of Experience
6
Education
Master's in Business Administration with Finance Concentration, Stern School of Business
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Licensure
State Licensed; License #216626
Experience
6+ years providing financial guidance to startups, with expertise in tax planning.
Certifications
Accredited Specialist
Awards
Excellence in Customer Service Recognition
Insurance
Professional indemnity insurance in place
Accepted Payment Methods
Cash, Credit Card
Insurances Accepted
Select PPO plans accepted
Financing Options
Installment options available upon request
Service Areas
Addresses
All Services & Prices
INR
87
per hour
Financial Strategy Consultation
Price: INR
2700
Comprehensive analysis and strategic planning for optimizing your financial position.
Business Plan Development
Price: INR
3369
Detailed business plans with financial projections and market analysis for startups or growth.
Ongoing Financial Advisory
Price: INR
140 per
hour
Regular consultation and advisory services for continued financial optimization.
Media
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Frequently Asked Questions
How do we communicate during the project?
I maintain regular communication through your preferred channel (email, phone, video calls, or project management tools). I provide weekly progress updates and am available for questions throughout the project.
What information do you need to get started?
To get started, I'll need information about your goals, target audience, timeline, budget, and any existing materials or examples you admire. The more detailed information you provide, the better I can meet your expectations.
What is your process like?
My process begins with a thorough consultation to understand your specific needs. After gathering requirements, I develop a detailed proposal and timeline. Once approved, I execute the project with regular updates and checkpoints to ensure your satisfaction.