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Find and Hire Best Financial Advisor

A
Align Technology

Align Technology

Financial AdvisorAgency | India
Projects1
Starting fromINR 10000
Finanace OutsourcingInformation PlatformHR Outsourcing ServicesBusiness Management
N
N G JOSHI & CO

N G JOSHI & CO

Financial AdvisorAgency | Bangalore, India
Avg Rating5
Investment AdvisorLegal AdvisorCompliance SpecialistManagement Consultant
T
THANIKA SOLUTIONS PRIVATE LIMITED

THANIKA SOLUTIONS PRIVATE LIMITED

Financial AdvisorAgency | Villupuram, India
Projects1
Financial AdvisorAuditorConsultancyAccounting And Taxation
S
SVK Entrepreneurs

SVK Entrepreneurs

Financial AdvisorAgency | Chennai, India
Projects2
Starting fromINR 7500
Financial AdvisorChartered AccountantOther ServicesAccounting & Financial Solutions
F
Financial services

Financial services

Financial AdvisorAgency | United States of America (USA)
Starting fromUSD 2000
Financial ServicesInvestmentInstant loan Money Lender
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AUDIT WIZARD

AUDIT WIZARD

Financial AdvisorFreelancer | India
Projects9
Starting fromINR 1000
Financial AdvisorChartered AccountantAuditorAccounting Services
C
Chart Ford Corporate Solutions LLP

Chart Ford Corporate Solutions LLP

Financial AdvisorAgency | Tirur, India
Projects1
Starting fromINR 1000
Finanacial AdvisorBusiness AnalystCompliance & TaxInternal Audit
C
C Patra Advocate & Associates

C Patra Advocate & Associates

Financial AdvisorAgency | Cuttack, India
Avg Rating5
Projects4
Financial ConsultantLegal AdvisorCompliance SpecialistTax Compliance
K
KKR MOVE ON SDN. BHD.

KKR MOVE ON SDN. BHD.

Financial AdvisorAgency | Kuala Selangor, Malaysia
Projects1
Financial ConsultantManagement ConsultantStock TraderBusiness Analyst
M
MUNEEMJI.COM

MUNEEMJI.COM

Financial AdvisorAgency | India
Avg Rating5
Projects8
Financial AdvisorLegal AdvisorSocial Media ManagerFacebook Marketing Expert
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Shubham Test

Shubham Test

Financial AdvisorAgency | India
Projects5
Investment AdvisorBusiness AnalystFinancial PlannerEquity Advisory
A
Anuj Sarda & Associates

Anuj Sarda & Associates

Financial AdvisorAgency | Pune, India
Starting fromINR 2000
FinanceAccountingBookkeepingTaxation
V
VENKAT CONSULTANCY SERVICES

VENKAT CONSULTANCY SERVICES

Financial AdvisorAgency | PUDUCHERRY, India
Financial AdvisorTax ConsultantChartered AccountantBookkeeping
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Sai Finance

Sai Finance

Financial AdvisorAgency | Aurangabad , India
Financial AdvisorBusiness ConsultantSoftware ConsultantLoan Consultant
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PVKR & Co LLP

PVKR & Co LLP

Financial AdvisorFreelancer | Bangalore, India
Projects1
Starting fromINR 2000
Financial AdvisorChartered AccountantAuditorAccounts Executive
S
Samayamantula & Associates

Samayamantula & Associates

Financial AdvisorAgency | Hyderabad, India
Projects1
Starting fromINR 500
Financial AdvisorLegal AdvisorChartered AccountantAuditor
A
Albert A. van Daalen

Albert A. van Daalen

Financial AdvisorAgency | Amsterdam, Netherlands
Financial AdvisorReal Estate Agent
P
Proven Profit Partners

Proven Profit Partners

Financial AdvisorAgency | Kochi, India
Financial AdvisorStock TraderFinancial PlannerAccounting And Finance
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Ziwei Metaphysics Legacy (202303307447)

Ziwei Metaphysics Legacy (202303307447)

Financial AdvisorAgency | Seri Kembangang, Malaysia
Financial AdvisorBusiness ConsultantManagement ConsultantBusiness Advisory
linkee
aditi
riday
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1. Post your requirementShare your requirement details like Budget, Time frame, description. Leave the rest on us.
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Refrens connected me with a CA who not only understands my industry but has become a key advisor for strategic financial planning.
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Why hire financial advisors from Refrens?

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Frequently Asked Questions (FAQ)

How does this work?

Once you post a requirement, we will share expert profiles and portfolio who are best suited for your job. You can go through them and choose the one best suited for your requirement.

Do you charge any commission from the client?

No, we do not charge any commission from the client.

Are Refrens freelancers reliable?

We do our screening and ensure we share reliable & verified profiles- but incase if you have any apprehensions related to a freelancer we have an escrow system in place to safeguard the interests of both parties.

Should the payment happen from your platform?

Not necessarily. You can choose to pay directly as well. In case you have any apprehensions, the Escrow system can be used to safeguard.

In case we don't go ahead with you then?

In case for some reason it does not work out with the initial few profiles, we can share more expert profiles within 24hrs. In case if you go ahead with someone from your own network, that’s fine as well.

Is the budget mandatory to be shared with you?

No, it is not mandatory. You can submit a requirement without the budget as well. However, with a budget, the requirement becomes more clear and we know about your expectations in more detail.

Hire Financial Advisors

Hiring Financial Advisors: A Comprehensive Guide

In the complex landscape of personal finance and investment, the guidance of a financial advisor can be invaluable. However, with the rise of the gig economy, the traditional model of financial advising is evolving, giving way to financial advisors.

This shift prompts many to wonder about the roles, costs, and benefits of engaging with a financial advisor. Let's explore these aspects in detail.

Financial Advisor vs Financial Planner

The terms "financial advisor" and "financial planner" are often used interchangeably, but there are distinct differences between the two. A financial advisor is a broad term that encompasses professionals who help manage your financial life, including investments, insurance, tax planning, and retirement planning. A financial planner, on the other hand, specifically focuses on creating a comprehensive plan to meet long-term financial goals and usually holds a Certified Financial Planner (CFP) designation.

Does a financial advisor invest your money?

Yes, many financial advisors can directly invest your money. They often have discretionary authority to trade stocks, bonds, and other securities on behalf of their clients to align with the client's financial goals and risk tolerance. However, the extent of this authority depends on the agreement between the advisor and the client.

Should I use a financial advisor?

Choosing an independent or freelance financial advisor offers several benefits. These professionals often provide more personalized, unbiased advice since they're not tied to any particular family of funds or investment products. This independence can lead to more customized financial strategies that better suit your individual needs.

How much does it cost to hire a financial advisor?

The cost to hire a financial advisor varies widely based on their fee structure, which can include hourly rates, a fixed fee, or a percentage of assets under management (AUM). Some advisors may charge a combination of these fees depending on the services provided.

What does a financial advisor do?

A financial advisor performs many of the same functions as their traditional counterparts but operates independently. This can include assessing your financial situation, developing a personalized financial plan, and providing investment advice. Freelancers might offer more flexible and cost-effective solutions for individuals and families.

How much do independent financial advisors charge?

Independent financial advisors typically charge based on a percentage of AUM, with the average rate ranging from 0.5% to 1% annually. Some may offer hourly or fixed-fee structures, especially for specific projects or consultations. Rates can vary significantly based on the advisor's experience, services provided, and geographic location.

What is the salary of a financial advisor?

The income of a financial advisor can vary widely based on their client base, fee structure, and the services they offer. In general, financial advisors might not have a fixed "salary" but rather earn based on the fees they charge their clients. Their annual income can range significantly, reflecting the highly variable nature of freelance work.

Is a 2% Fee High for a Financial Advisor?

A 2% fee might be considered high for a financial advisor, especially when compared to the industry average of 0.5% to 1% for AUM. High fees can significantly impact your investment returns over time. It's essential to evaluate the services provided and the advisor's value to determine if the fee is justified.

How Much Should I Pay in Investment Fees?

The amount you should pay in investment fees depends on your investment strategy and the services you require. As a general rule, aim to keep total investment fees under 1% of your total assets to avoid eroding your returns over time. This includes the fees for financial advice and any fund management fees.

In conclusion, hiring a financial advisor can offer a personalized approach to managing your financial future. Understanding the differences between advisors and planners, their fee structures, and the services they provide is crucial in making an informed decision. Remember, the right financial advisor can be a valuable partner in achieving your financial goals, but it's essential to choose someone whose fee structure, expertise, and services align with your needs.

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