You will get Rockstar Investment Advisor and Financial Planner with Hedge Fund Exp.

Anand U.Status: Offline
Anand U. Anand U.
4.8
Top Rated

Let a pro handle the details

Buy Personal Finance & Wealth Management services from Anand, priced and ready to go.
Anand U.Status: Offline
Anand U. Anand U.
4.8
Top Rated

Let a pro handle the details

Buy Personal Finance & Wealth Management services from Anand, priced and ready to go.

Project details

Are you looking for a professional and reliable financial analyst who can help you with your financial goals?

I have over 8+ years of experience working for top investment banks and asset management firms, and I can provide you with high-quality and customized solutions for all your Financial Planning and Investment Advisory needs. I have successfully delivered many projects for my clients, such as a $500 million M&A deal and a portfolio optimization algorithm. I have the creativity, skills, and expertise to help you achieve your financial goals and objectives. Contact me today and let me know how I can help you.
Industry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & Publishing
Target Country
Worldwide

What's included $50

These options are included with the project scope.

$50
  • Delivery Time 1 day
    • Personalized Budget Design
    • Budget Visualizations
    • Investment Portfolio Review
4.8
24 reviews
92% Complete
4% Complete
1% Complete
(0)
1% Complete
(0)
4% Complete

LN

Lindsay N.
5.00
Feb 2, 2026
Build financial model for NAR forecast effect on stocks Anand was very helpful in delivering a complex model with multiple revisions and updates. He was a great communicator; always messaging to follow-up on his work for feedback and met with me when needed to iron out details. Thanks for all the hard work Anand!

KC

Katie C.
5.00
Oct 22, 2025
Experienced Underwriter for Leveraged Buyout Strategy in Real Estate & Business Acquisition

HY

Hoda Y.
1.00
Jul 17, 2025
Financial Modelling Expert for Investment Advisory Firm

TW

Tawab W.
5.00
Apr 4, 2025
Senior Data Scientist and ML expert in finance Anand brought unmatched expertise in financial engineering and predictive modeling, designing a stock price forecasting and risk management system that combined accuracy, innovation, and real-world impact. His collaborative approach and sharp problem-solving skills made him not just a leader but a truly indispensable team player.

YK

Yuliya K.
5.00
Mar 31, 2025
Software Valuation for Ennlo/Bidders Anand has done an excellent job with the software evaluation task for our product as part of the audit preparation. His thorough analysis, attention to detail, and dedication have been invaluable. He consistently delivers on time and stays in touch for any necessary clarifications, ensuring a smooth and efficient process.
Great work, Anand!
Anand U.Status: Offline

About Anand

Anand U.Status: Offline
Fractional CFO & Senior Financial Analyst | Einstein's Prodigy
100% Job Success
4.8  (24 reviews)
Pune, India - 6:29 pm local time
🏆 I am a 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 𝗮𝗻𝗱 𝗦𝗲𝗻𝗶𝗼𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝘄𝗶𝘁𝗵 𝟴+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 in Investment Banking, Private Equity, FP&A, Financial Modeling, and Credit Risk. I specialize in turning financial complexity into strategic clarity—designing powerful models, optimizing capital allocation, and driving sustainable profitability. From high-stakes multi-million dollar transactions to risk management frameworks, I help businesses make smarter, data-driven decisions that accelerate success.

🏅 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 & 𝗗𝗲𝗿𝗶𝘃𝗮𝘁𝗶𝘃𝗲𝘀 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁, adept at navigating financial markets, structuring deals, and enhancing portfolio performance. 𝗦𝗸𝗶𝗹𝗹𝗲𝗱 𝗶𝗻 𝗣𝘆𝘁𝗵𝗼𝗻, 𝗖/𝗖++, 𝗘𝘅𝗰𝗲𝗹 𝗩𝗕𝗔, 𝗮𝗻𝗱 𝗔𝗜-𝗱𝗿𝗶𝘃𝗲𝗻 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀, I craft cutting-edge solutions that blend technology with finance for maximum efficiency. Holding a Bachelor’s in Finance from Berkeley College, New York, and currently pursuing a Master’s in Finance from PSU, I bring a deep analytical approach to every financial challenge.

🌎 Beyond numbers, I build lasting partnerships, delivering tailored financial strategies that unlock growth and long-term value. If you're looking for precision, profitability, and financial excellence, let’s create something extraordinary together!

Steps for completing your project

After purchasing the project, send requirements so Anand can start the project.

Delivery time starts when Anand receives requirements from you.

Anand works on your project following the steps below.

Revisions may occur after the delivery date.

Brief 30-minute consultation call

In this step, we will have a brief 30-minute consultation call for us to get a better sense of your current financial situation and your future financial goals.

Portfolio Review, Income and Expense Analysis, Budget Creation

Review the work, release payment, and leave feedback to Anand.