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    Find and Hire Best Financial Advisor

    Post your requirements and we will find top financial advisors for you!

    Find and Hire Best Financial Advisor

    A
    Align Technology

    Align Technology

    Financial AdvisorAgency | [object Object]
    Projects1
    Starting fromINR 10000
    Finanace OutsourcingInformation PlatformHR Outsourcing ServicesBusiness Management
    N
    N G JOSHI & CO

    N G JOSHI & CO

    Financial AdvisorAgency | [object Object]
    Avg Rating5
    Investment AdvisorLegal AdvisorCompliance SpecialistManagement Consultant
    S
    SVK Entrepreneurs

    SVK Entrepreneurs

    Financial AdvisorAgency | [object Object]
    Projects2
    Starting fromINR 7500
    Financial AdvisorChartered AccountantOther ServicesAccounting & Financial Solutions
    C
    Credit Solution Guru

    Credit Solution Guru

    Financial AdvisorAgency | [object Object]
    Projects1
    Financial ConsultantBankerCIBIL ConsultantCredit Consultant
    F
    Financial services

    Financial services

    Financial AdvisorAgency | [object Object]
    Starting fromUSD 2000
    Financial ServicesInvestmentInstant loan Money Lender
    M
    Musubula Edward

    Musubula Edward

    Financial AdvisorAgency | [object Object]
    Financial AdvisorAuditorAccounting Services
    S

    Sri Sai Annai Sivagami Associates

    Financial AdvisorAgency | [object Object]
    Starting fromINR 250
    Financial AdvisorTax ConsultantIncome Tax ConsultantGST Consultant
    C
    Chart Ford Corporate Solutions LLP

    Chart Ford Corporate Solutions LLP

    Financial AdvisorAgency | [object Object]
    Projects1
    Starting fromINR 1000
    Finanacial AdvisorBusiness AnalystCompliance & TaxInternal Audit
    C
    C Patra Advocate & Associates

    C Patra Advocate & Associates

    Financial AdvisorAgency | [object Object]
    Avg Rating5
    Projects4
    Financial ConsultantLegal AdvisorCompliance SpecialistTax Compliance
    K
    KKR MOVE ON SDN. BHD.

    KKR MOVE ON SDN. BHD.

    Financial AdvisorAgency | [object Object]
    Projects1
    Financial ConsultantManagement ConsultantStock TraderBusiness Analyst
    M
    MUNEEMJI.COM

    MUNEEMJI.COM

    Financial AdvisorAgency | [object Object]
    Avg Rating4.8
    Projects8
    Financial AdvisorLegal AdvisorSocial Media ManagerFacebook Marketing Expert
    S
    Shubham Test

    Shubham Test

    Financial AdvisorAgency | [object Object]
    Projects5
    Investment AdvisorBusiness AnalystFinancial PlannerEquity Advisory
    N
    NS Tax & Financial Services

    NS Tax & Financial Services

    Financial AdvisorAgency | [object Object]
    Investment AdvisorTax ConsultantInsurance Advisor
    S
    Sai Fintech Solutions

    Sai Fintech Solutions

    Financial AdvisorAgency | [object Object]
    Financial AdvisorBusiness ConsultantSoftware ConsultantLoan Consultant
    T
    Tejas Shah

    Tejas Shah

    Financial AdvisorAgency | [object Object]
    Investment PlannerBusiness ConsultantFinancial PlannerAccounting & Tax Consultancy
    P
    PVKR & Co LLP

    PVKR & Co LLP

    Financial AdvisorFreelancer | [object Object]
    Projects1
    Starting fromINR 2000
    Financial AdvisorChartered AccountantAuditorAccounts Executive
    S
    Samayamantula & Associates

    Samayamantula & Associates

    Financial AdvisorAgency | [object Object]
    Projects1
    Starting fromINR 500
    Financial AdvisorLegal AdvisorChartered AccountantAuditor
    P
    Proven Profit Partners

    Proven Profit Partners

    Financial AdvisorAgency | [object Object]
    Financial AdvisorStock TraderFinancial PlannerAccounting And Finance
    Z
    Ziwei Metaphysics Legacy (202303307447)

    Ziwei Metaphysics Legacy (202303307447)

    Financial AdvisorAgency | [object Object]
    Financial AdvisorBusiness ConsultantManagement ConsultantBusiness Advisory
    linkee
    aditi
    riday
    100s of more profilesSubmit your requirement to find the best one for you. Our team will assist youSubmit Request

    Refrens helps you hire best financial advisors

    Post-Requirement
    1. Post your requirementShare your requirement details like Budget, Time frame, description. Leave the rest on us.
    Browse-Vendors
    2. Browse the vendorsWe will line up multiple vendors suited for your requirement. Browse through them before making a decision.
    Get-Work-Done
    3. Get the work doneSelect a vendor that you find the best. Get your work done. We are still there for help.

    Happy Customers

    Himanshu
    We needed a consultant who can help us with some licenses. Refrens team worked hard to connect us with the right consultant.
    HimanshuFounder, Packaged Food
    Harsh
    Refrens connected me with a CA who not only understands my industry but has become a key advisor for strategic financial planning.
    Harsh S.Trader, Textiles Trading
    Thanks to Refrens, I connected with a CA who truly understands e-commerce businesses. Our financial strategies have never been better!
    AnkitOwner, Legitkart, Agency
    Refrens' intuitive interface and vetted professionals turned my search for a CA into a surprisingly pleasant experience.
    Vishnu K.Owner, ListKaro, Blogger
    Shivansh
    I was amazed at how quickly Refrens matched me with a CA who perfectly fits our niche requirements. Outstanding service!
    Shivansh TulsyanCEO, Binny Textiles

    Why hire financial advisors from Refrens?

    happy Clients
    1. 11500+Happy Clients
    Project Delivered
    2. 14700+Projects Delivered
    Worth Business Done
    3. ₹8,10,00,000+Worth Business Done

    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.