Hire the Best Financial Services Freelancers
in India

Hello, I am an Insurance & Financial Services professional from India having working experience with leading financial services companies in India. Currently I am a freelancer focusing on Virtual Assistance in Data Entry / Processing, Audits & Underwriting. I train students in Banking, Financial Services & Insurance domains. Looking forward to working with you. Assuring you the best of my services.

✅ 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

🏆 TOP RATED PLUS Freelancer | ⚡ 8+ Years Experience | ⚡8700+ Working Hours Hi, I'm Varsha a Top Rated Plus WordPress Designer & Developer with 7+ years of experience, 360+ completed projects, $100K+ earnings, and a 100% Job Success Score. I help businesses, startups, and agencies design, develop, and maintain modern WordPress websites that are fast, responsive, easy to manage, and built to grow with their business. Whether you need a brand-new website, a redesign, landing pages, WooCommerce store, or ongoing website maintenance, I can handle both the design and development process from start to finish. 💼 My Expertise ✅ WordPress Design & Development ✅ Elementor Pro Expert ✅ WooCommerce Development ✅ HTML5, CSS3 & SASS ✅ Bootstrap & Responsive Design ✅ Figma / Adobe XD / PSD to WordPress ✅ HTML to WordPress Conversion ✅ Custom Landing Pages ✅ Website Redesign ✅ Website Maintenance & Bug Fixes ✅ Theme & Plugin Customization ✅ Website Migration ✅ Speed Optimization ✅ Contact Forms & Payment Gateway Integration ✅ Cross-Browser Compatibility ✅ SEO-Friendly Development ⭐ Why Clients Choose Me ✅ Top Rated Plus Freelancer ✅ 100% Job Success Score ✅ 360+ Successfully Completed Projects ✅ $100K+ Earned on Upwork ✅ 8,600+ Hours Worked ✅ Long-Term Client Relationships ✅ Mobile-First & Responsive Design ✅ Fast Communication & On-Time Delivery ✅ Attention to Detail ✅ Clean, Well-Structured & Maintainable Code I have worked with clients across healthcare, education, finance, construction, legal, eCommerce, real estate, and many other industries. My goal is to build websites that not only look great but also perform well, load quickly, and are easy for clients to update. I believe in clear communication, meeting deadlines, and building long-term relationships. Many of my clients continue working with me for ongoing website improvements, maintenance, and new projects. If you're looking for a reliable WordPress Designer & Developer who can turn your ideas into a professional, high-performing website, I'd be happy to discuss your project. Let's build something amazing together! 🚀

Partner at a 67-year-old Chartered Accountancy firm, delivering financial projections, modeling, and valuation for businesses in the USA and Australia, plus GST, UAE VAT/Corporate Tax, and Virtual CFO support for India and the UAE. Backed by a firm serving 500+ active clients. I'm Swapnil Punjawat, a Chartered Accountant and Partner at G.S. Punjawat & Co., an ICAI-registered CA firm founded in 1957, now serving 500+ clients in India and 50+ clients in the UAE from offices in Udaipur, Mumbai, and UAE operations. Earlier in my career I built financial models, forecasts, and US GAAP/SEC-aligned reporting for international clients, including US and Australian businesses, and I bring that same rigor to every Upwork engagement, backed by my firm's audit, ROC, and Virtual CFO teams whenever a project needs more hands. WHAT I CAN HELP WITH Financial Projections, Modeling & Advisory (USA, Australia & worldwide) - 3-statement financial models, startup fundraising projections, and board/lender-ready decks - Business valuation: DCF, comparable company analysis, precedent transactions - Financial forecasting, budgeting, scenario planning, and variance analysis - US GAAP-style financial statement preparation and month-end close support - Bookkeeping and reporting on QuickBooks, Xero, MYOB, and Zoho Books - Virtual/fractional CFO support: cash flow management, investor reporting, KPI dashboards (Note: I support projections, modeling, GAAP-style reporting, and advisory for US/Australian businesses, not licensed US tax return filing or Australian tax lodgement, which require a local CPA/EA or Registered Tax Agent credential.) India - GST registration, monthly/quarterly returns, GSTR-9/9C audits, e-way bills, ITC reconciliation - Income tax return filing, tax planning, scrutiny/appeal representation, NRI taxation - TDS return filing (24Q/26Q/27Q), Form 16/16A issuance, reconciliation with 26AS - ROC/MCA compliance: company & LLP incorporation, annual filings, director KYC - Statutory, tax, and internal audits - Startup advisory: entity structuring, Startup India registration, funding-readiness, DPIIT recognition UAE - VAT registration, quarterly returns, FTA health checks, refund applications, audit representation - Corporate Tax registration (EmaraTax), return filing, transfer pricing documentation - Business setup: mainland, free zone (JAFZA, DMCC, RAKEZ, IFZA, DIFC, ADGM and more), and offshore formation - Bank account opening support, visa & license processing Technology - Authorized Zoho Books and Odoo implementation partner, plus hands-on experience with QuickBooks, Xero, and MYOB. I set up, clean up, and run your books on cloud accounting so you always have real-time numbers. WHY WORK WITH ME - Backed by a 67-year, ICAI-registered firm, not a solo freelancer who disappears after the contract - Real cross-border experience across India, UAE, USA, and Australia - Direct partner-level attention on every engagement - Fast turnaround: queries answered within 24 hours Message me with what you need, a projections model, a valuation, ongoing bookkeeping, or GST/VAT compliance, and I'll scope it out.

Helping publishers scale EPUB & print production | 300+ books/month | Accessibility-ready | Digital Publishing Production Partner for High-Volume Book Output We support publishers with high-volume EPUB and print-ready PDF production. Many teams we work with were struggling with turnaround time and inconsistent QA—especially during peak releases. We currently handle 300+ titles/month with a dedicated team, and I’d be happy to offer a free sample conversion if useful. Areas of Expertise: - EPUB | Print Ready PDF - Word/PDF → EPUB (Kindle, Apple, Kobo) - InDesign support - TOC, footnotes, indexing - Multi-device QA - Bulk workflow support Other Expertise: B2B Lead Generation | Data Entry | LinkedIn Sales Navigator Expert - B2B Lead Generation - Company & Key Contact Research - LinkedIn Lead Generation | LinkedIn Marketing - Targeted Email List Building - Contact Email & Phone Number Research - Data Scraping & Data Entry - Data Cleaning & Validation - Market Research | Industry Analysis - Manual Prospecting - CRM Management (Salesforce, HubSpot) - Email Marketing - Virtual Assistance - Real Estate Lead Generation - Solar & Renewable Energy Lead Generation - Data Center & IT Infrastructure Lead Generation Industries I’ve Worked With: Information Technology (AI, SaaS) Healthcare Financial Services E-commerce Real Estate Marketing & Advertising Education Manufacturing Retail Hospitality Telecommunications Automotive Energy & Utilities Construction Legal Services Nonprofits Travel & Tourism Food & Beverage Fashion & Apparel Social Media & Influencer Marketing Bringing 20+ years of diverse experience across multiple industries. Recognized as a top-performing freelancer in B2B Lead Generation, Data Entry, and Virtual Assistance—successfully completed projects on Upwork. My consistent success is rooted in a client-first approach: I treat every project as if it were my own business, delivering leads that truly drive growth. Why Work With Me? Targeted Outreach: I specialize in building high-quality, actionable lists with verified emails and contact details of key decision-makers—helping your team connect with the right audience. Client-Centered Communication: I value strong relationships and clear communication, ensuring I understand your unique goals and deliver exactly what you need. Independent & Efficient: I manage complex projects independently while maintaining the highest quality standards—allowing you to focus on other priorities. Proven Track Record: My reputation is built on delivering exceptional results and earning repeat business from satisfied clients. Tools & Platforms I Use: LinkedIn Sales Navigator Hunter | Apollo | ZoomInfo | Lusha | Snov | Clearbit Google Suite | Microsoft Office Crunchbase | Yelp | Yellow Pages Salesforce CRM | HubSpot Quick Email Verification Deliverables Include: Company Name & Website Industry & Classification Codes (NAICS, SIC) Company Description Contact Title & Name (CEO, COO, VP, etc.) Email & Phone Number Mailing Address Social Media Links (LinkedIn, Facebook, Twitter, Instagram) Why Choose Me? With a strong focus on quality, attention to detail, and customer satisfaction, I am committed to helping you generate qualified leads, streamline your data processes, and support your business growth. I’m always happy to provide a sample or trial to demonstrate the value I can bring to your project. Let’s grow your business together! If you're looking for a reliable Lead Generation Specialist, Data Entry Expert, or Virtual Assistant, feel free to connect—I look forward to collaborating with you.

I am not just financial experts; we're your dedicated partners on the journey to financial prosperity. Our mission is to amplify your wealth with our visionary approach, offering a spectrum of services tailored to meet your unique needs. 🌍 Diverse Services Across Industries We pride ourselves on serving clients across various fields, including Wealth Management, Investment Advisory, Business Development Modeling, Start-Up Consultancy, Bookkeeping, Accounting, Income Tax, and GST (think Dubai VAT). Whatever your financial needs, we've got you covered. 💼 Bookkeeping Expertise: Beyond Numbers Under our Bookkeeping services, we go the extra mile: Consultancy: Guiding you in selecting the right bookkeeping software tailored to your business model. Set-Up: Seamlessly setting up the chosen software for optimal functionality. Streamlining: Enhancing existing bookkeeping records, establishing efficient systems to save time, and providing accurate reports from existing data. 🕰️ A Dozen Years of Trust With over 12 years of dedicated service, we've built lasting relationships with our clients. Our longevity is a testament to our commitment to excellence and client satisfaction. 💻 Software Proficiency We're adept at navigating various accounting software, including QuickBooks, Xero, MYOB, Zoho, and Tally. Our tech-savvy team ensures a smooth financial management experience. 📊 Financial Precision Beyond the Basics We don't just stop at bookkeeping; we offer comprehensive financial services: Finalization of Accounts Cash Flow Statement Preparation Monthly, Quarterly, and Annual Financial Reports Budgeting Expertise: Fixed and flexible budgets, with detailed variance analysis. Cost-Profit Analysis: Uncover insights to drive strategic decision-making. 🤝 Let's Grow Your Wealth Together! Ready to take the next step towards financial success? Let's redefine your financial future!