Hire the Best Financial Planners
in India
New Delhi, India
I am a Real Estate Financial Analyst with over 6 years of experience in acquisitions, asset management, Development, financial analysis and institutional underwriting. I provide the analytical rigour needed for developers, syndicators, and investment firms to secure debt and equity for complex transactions. I provide clients with data-driven insights through active access to premium platforms, including CoStar, REIS, and Trepp. This allows me to validate market assumptions, track vacancy trends, and provide real-time sales and rent comps without requiring the client to provide their own data subscriptions. To date, I have built over 300 custom financial models from scratch and underwritten a substantial volume of deals, including 1,500 multifamily units and 1,000 commercial assets. I am an analyst with a background in financial analysis, underwriting, development feasibility, property management and bookkeeping, ensuring that every model is built on accurate, real-world operational data. Core Skills & Services • Underwriting: Multifamily, Self-storage, Retail, Office, Hotel, Industrial, and Mixed-use properties. • Financial Modelling: Ground-up development, Value-add, and 10-year Cash Flow projections. • Equity Structures: Complex GP/LP Waterfall modelling with tiered IRR/MOIC hurdles. • Market Research & Data Access: Submarket analysis and rent/sales comps using CoStar, REIS, Crexi, and Marcus & Millichap. • Asset Management: Yardi-based reporting, Asset Summary Reports (ASR), and Portfolio analysis. • Accounting: Professional Bookkeeping, Accounting, and T-12 Financial Normalisation. • Lease Analysis: Detailed Lease Abstracting and CAM/NNN recovery audits. • Investor Materials: Business Plans, Investment Memos, and Pitch Deck development. • Valuation: Comparative Market Analysis (Sales Comparison Approach). Technical Stack & Platform Access • Financial Modelling: Argus Enterprise, Excel (Advanced VBA/Macros), Bloomberg. • Market Data (Active Access): CoStar, REIS, Trepp, Crexi, Marcus & Millichap. • Property Management: Yardi (Expert), MRI, AppFolio, Buildium. Please reach out with any questions, or let’s chat about how I can help with your current pipeline. I look forward to getting in touch!
- Certified Financial Planner
- Financial Analysis
- Microsoft Excel
- Analytical Presentation
- Microsoft PowerPoint
- Real Estate Acquisition
- Real Estate Financial Modeling
- Financial Model
- Real Estate Financial Model
- Real Estate Investment Assistance
- Water Distribution Modelling Software
- Real Estate
- Data Entry
Ahmedabad, India
As a Chartered Accountant (CA) with over 10 years of experience, I specialize in transforming the financial data of small to mid-sized companies into a clear, reliable asset. I provide expert bookkeeping and accounting services, ensuring your financials are always accurate, compliant, and tax-ready. My industry expertise includes Tech, Energy, Advertising, Media, and Professional Services. My Bookkeeping & Accounting Services Include: Full-Cycle Bookkeeping: Complete management of your financial records, including Accounts Payable (A/P) and Accounts Receivable (A/R), transaction categorization, and vendor management. Month-End & Year-End Close: A meticulous and timely closing process to ensure all accounts are reconciled and your financial statements are accurate. Bank & Credit Card Reconciliation: Flawless reconciliation of all bank, credit card, loan, and payment processor accounts (Stripe, PayPal, etc.). Financial Statement Preparation: Delivery of key reports including Profit & Loss (P&L), Balance Sheet, and Statement of Cash Flows. Financial Cleanup & Catch-up: Expertly diagnosing and correcting historical bookkeeping errors to provide a clean, accurate financial history. Budgeting, Forecasting & Financial Analysis: Creating budgets, providing variance analysis (Budget vs. Actual), and delivering actionable insights to support strategic decisions. Payroll & Expense Management: Integration and reconciliation of payroll systems (Gusto, Rippling) and expense management tools (Expensify, Ramp). Systems Expertise: Accounting: QuickBooks Online (ProAdvisor), Xero Payroll & AP: Gusto, Bill.com, Melio Payment Processors: Stripe, PayPal, Square Ready for pristine books and financial clarity? Send me a message to discuss your needs.
- Financial Analysis
- Financial Planning
- Financial Projection
- Financial Modeling
- Valuation
- Financial Analysis & Valuation
- Financial Model
- Company Valuation
- Business Valuation
- Pro Forma Statement
- Financial Consulting
- Financial Statements Preparation
- Financial Plan
- QuickBooks Online
- Intuit QuickBooks
Anand, India
Python Web Scraping Expert | Scrapy, Playwright, Selenium, Data Extraction Hi, I’m Akash Sakhiya, a Python Web Scraping & Data Automation Engineer with 3+ years of experience building reliable scraping and automation systems for real business use cases. I help businesses collect structured data from complex websites, automate repetitive workflows, and build scalable scraping pipelines that work consistently even on dynamic or protected platforms. I mainly work with: - Python - Scrapy - Playwright - Selenium - BeautifulSoup - APIs & automation workflows I can help you with: ✔ Web scraping from static and dynamic websites ✔ Login-based and JavaScript-heavy websites ✔ E-commerce, directory, and lead generation scraping ✔ API extraction and data collection ✔ Automated data pipelines and scheduled scraping ✔ Proxy handling, retries, session management, and anti-bot handling ✔ Clean structured outputs in CSV, Excel, JSON, SQL, or databases I focus on building scrapers that are stable, maintainable, and production-ready instead of quick scripts that fail after a few runs. I also have experience working on AI training and data-focused projects, which helps me understand data quality, structure, validation, and large-scale processing requirements. Why clients work with me: - Clear communication - Fast response time - Clean and organized code - Reliable long-term support - Attention to edge cases and data accuracy If you need accurate data extraction, automation, or a scalable scraping solution, feel free to message me with your requirements. I’ll explain the best approach before starting the project.
- Python
- Data Extraction
- Web Scraping
- Data Scraping
- Web Crawling
- Beautiful Soup
- Selenium WebDriver
- Scrapy
- pandas
- HTML
- CSS
- JavaScript
- API Integration
- SQL
- Matplotlib
Gurgaon, India
Most businesses don’t struggle with data — they struggle with understanding what to do with it. That’s where I come in. I’m Parag, and I help startups and growing businesses turn their numbers into clear financial decisions through FP&A, financial modelling, and automation. Over the last 5+ years, I’ve built 150+ financial models and supported multiple businesses with forecasting, budgeting, and ongoing financial planning (FP&A). What I can help you with: • Build financial models that actually guide decisions (not just Excel files) • Set up forecasting & budgeting systems for better planning • Track performance with clear dashboards & reports • Improve cash flow visibility and control • Automate repetitive work using Excel, Google Sheets & AI-assisted workflows Why clients work with me: • I focus on clarity over complexity • I combine finance + automation (rare skillset) • I build systems you can actually use and scale • Fast, reliable, and business-focused If you need someone who can own your financial planning, simplify your numbers, and save your time, I can help. Message me and let’s discuss your requirements.
- Financial Analysis
- Financial Modeling
- Microsoft Excel
- Finance
- Financial Accounting
- Accounting
- Bookkeeping
- Excel Formula
- Intuit QuickBooks
- Forecasting
- Budget Planning
- Google Sheets
- Financial Analysis & Valuation
- Financial Consulting
- Business Planning & Strategy
Rajkot, India
✅ TOP RATED Financial Accountant and Financial Planner as well as MT4 / MT5 Programmer on Upwork, specializing in Financial Planning, MT4 & MT5 Expert Advisor, Indicators Development & Data Analysis of EA Optimization. In my 🌟 7+ Years of Financial Accounting as well as MT4 / MT5 Programming 🌟 Career, I have Expert Level ability with MT4 / MT5 EA & Indicators Development using MQL4, MQL5 Programming Language. 🌟 WHY CHOOSE ME OVER OTHERS? 🌟 ✅ Client Reviews: I focus on providing VALUE to all of my Clients and Earning their TRUST. The Client Reviews and Feedback on my Profile are immensely important to me and the value that I provide. ✅ Over-Delivering: This is core to my work as a Freelancer. My focus is on GIVING more than what I expect to RECEIVE. I take pride in leaving all my Clients saying "GREAT WORK". ✅ Responsiveness: Being extremely responsive and keeping all lines of communication readily open with my Clients. ✅ Resilience: Reach out to any of my Current or Former Clients and ask them about my Resilience. Any issue that my Clients face, I attack them and find a SOLUTION. ✅ Kindness: One of the biggest aspects of my life that I implement in every facet of my life. Treating everyone with respect, understanding all situations, and genuinely wanting to IMPROVE my Client's situations. Thanks & Regards Dhara Patel
- Financial Analysis
- Financial Planning
- MetaTrader 5
- Financial Accounting
- MetaTrader 4
- Algorithm Development
- Forex Trading
Mandi Gobindgarh, India
Your technology should help your business scale — not create more manual work. I help businesses, startups, and agencies build AI-powered websites, automation systems, dashboards, and scalable digital infrastructure that improve conversions, reduce operational friction, and support long-term growth. 🏆 Top Rated Freelancer 🏆 100% Job Success Score 🏆 11+ Years Experience 🏆 440+ Completed Projects 🏆 $100K+ Delivered on Upwork I’m Amritpal Singh — a senior full-stack systems specialist with deep experience across WordPress, Shopify, FlutterFlow, custom software, API integrations, cloud infrastructure, and AI-assisted workflows. Unlike most developers, I don’t just build websites. I help businesses create systems that: ✔ Generate more leads ✔ Improve operational efficiency ✔ Automate repetitive workflows ✔ Scale more reliably ✔ Improve performance & conversions ━━━━━━━━━━━━━━━━━━ ⚡ WHAT I SPECIALIZE IN ━━━━━━━━━━━━━━━━━━ 🔹 AI-Powered Business Websites • WordPress & Shopify development • High-converting business websites • Ecommerce systems & custom functionality • API integrations & automation workflows • Speed optimization & technical SEO • Scalable backend architecture 🔹 Business Automation Systems • CRM & operational dashboards • AI-assisted workflows • Internal business tools • Admin & reporting systems • Process automation & integrations 🔹 Mobile Apps & Custom Development • FlutterFlow applications • React, Node.js & Python systems • Cloud/server deployment & maintenance • Secure, scalable software infrastructure ━━━━━━━━━━━━━━━━━━ ⚡ AI-ASSISTED EXECUTION ━━━━━━━━━━━━━━━━━━ I actively use modern AI systems including ChatGPT, Claude, Gemini, Google AI Studio, Zapier, Make, and automation workflows to accelerate execution, improve development efficiency, and reduce operational bottlenecks. AI helps move faster. Experience ensures it’s built correctly. ━━━━━━━━━━━━━━━━━━ 📈 PROVEN RESULTS ━━━━━━━━━━━━━━━━━━ • Improved website speed from 10s → 2.3s (GTMetrix A+) • Increased checkout conversions by 40%+ after redesign • Delivered 440+ successful projects with long-term client relationships • Built systems across ecommerce, healthcare, operations, and service industries ━━━━━━━━━━━━━━━━━━ 🗣 COMMUNICATION & WORK STYLE ━━━━━━━━━━━━━━━━━━ • Clear communication & structured updates • Fluent in English, Hindi & Punjabi • Long-term partnership mindset • Founder-level accountability — not freelancer guesswork ━━━━━━━━━━━━━━━━━━ 📩 NEXT STEP ━━━━━━━━━━━━━━━━━━ If you’re looking for a fast, technically strong, long-term technology partner, send me: 1️⃣ Your project type 2️⃣ Your current bottleneck or challenge 3️⃣ Your business goals I’ll review everything personally and give you clear, honest direction on the best path forward.
- WordPress
- Shopify
- Website Redesign
- Full-Stack Development
- Ecommerce Website
- Custom Web Design
- WordPress Theme
- Wix SEO Wiz
- Front-End Development
- Website Maintenance
- Website Builders & CMS Consultation
- Website Builder
- Back-End Development
- Weebly
- Digital Marketing
How it works
Post a job for free Post a job
Tell us what you need. Create your own job post or generate one with AI then filter talent matches.
Hire top talent fast
Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.
Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
Payment simplified
Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.
Don't just take our word for it
“Upwork provides an umbrella-level of security. I can see a talent’s work history and ratings. I can hold payments in escrow. I can communicate through Upwork Messages instead of working through my email address.”
Kim Darling
Emerald Tiger
“Upwork is the best platform to hire skilled professionals when we're not looking for a full-time employee. All the companies in our portfolio use Upwork to find talent across a wide range of fields.”
David Merry
Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
Katja Krohn
Summa Linguae
How do I hire a Financial Planner in India on Upwork?
You can hire a Financial Planner in India on Upwork in four simple steps:
- Create a job post tailored to your Financial Planner project scope. We'll walk you through the process step by step.
- Browse top Financial Planner talent on Upwork and invite them to your project.
- Once the proposals start flowing in, create a shortlist of top Financial Planner profiles and interview.
- Hire the right Financial Planner for your project from Upwork, the world's largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a Financial Planner?
Rates charged by Financial Planners on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Financial Planner in India on Upwork?
As the world's work marketplace, we connect highly-skilled freelance Financial Planners and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Financial Planner team you need to succeed.
Can I hire a Financial Planner in India within 24 hours on Upwork?
Depending on availability and the quality of your job post, it's entirely possible to sign up for Upwork and receive Financial Planner proposals within 24 hours of posting a job description.
Find more freelancers
Top cities for Financial Planners in India
- Financial Modelers in Mumbai, IN
- Financial Accountants in Noida, IN
- Financial Accountants in Visakhapatnam, IN
- Financial Accountants in Surat, IN
- Financial Accountants in Indore, IN
- Financial Accountants in Pune, IN
- Financial Accountants in Hyderabad, IN
- Financial Accountants in Kolkata, IN
- Financial Accountants in Jaipur, IN
- Financial Accountants in Mumbai, IN
- Financial Accountants in Ludhiana, IN
- Financial Accountants in Bengaluru, IN
- Financial Accountants in Chennai, IN
- Financial Services Freelancers in Mumbai, IN
- Financial Services Freelancers in Chennai, IN
- Financial Services Freelancers in Bengaluru, IN
More top skills in India
- Financial Managers in India
- Financial Modelers in India
- Tax Law Lawyers & Legal Professionals in India
- Business Managers in India
- Investment Preparation Freelancers in India
- Financial Projections Freelancers in India
- Financial Analysts in India
- Nutritionists in India
- Financial Accountants in India
- Personal Budgeting Freelancers in India
- Accounts Receivable Managers in India
- Cost Planning Freelancers in India
- Derivatives Specialists in India
- Dietitians in India
- Due Diligence Specialists in India
- Financial Presentations Freelancers in India