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259,153 results for Financial Consulting
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Narayanan Valavil Kuttikol
Providing services: Financial Consulting, Financial Planning, Retirement Planning, Life Insurance, Insurance
Dubai
Summary: With over 15 years of work experience in administration, I leverage my creative problem solving and skills to generate leads, close deals, and build relationships with customers and partners. I also apply my marketing and human resources knowledge to support the sales strategy and team development. I worked as an Executive Administration and Executive Secretary at BITS Pilani, Dubai Campus, where I managed various administrative and academic tasks, such as correspondence, events, reports, and student affairs. I have a Master of Business Administration degree in Marketing and Human Resources from the Institute of Technology, Mayyil. I am passionate about delivering excellent service, learning new skills, and collaborating with diverse teams.
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Abdullah Alrasheed
Providing services: Management Consulting, Pricing Strategy, Tax Advisory, Financial Consulting, Marketing Consulting, Financial Reporting, Financial Advisory, Financial Analysis, Wealth Management, Financial Accounting
Riyadh
Summary: Ability to lead diverse teams of professional to new levels of success in variety of highly competitive industries,cutting edge markets ,and fast paced environments , strong technical and business qualifications with an impressive track recording more 10 years of hands on experience
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Trishan Sandhu
Providing services: Financial Planning, Wealth Management, Retirement Planning, Insurance, Life Insurance, Tax Advisory, Financial Consulting, Corporate Training, Small Business Tax, Personal Tax Planning
Calgary, AB
Summary: My journey began in the Lower Mainland with a passion for accounting that led me into the world of finance. Over the past three years, I’ve grown my agency to generate over $1,500,000 in revenue, but my true motivation is helping others achieve their financial goals. I’m on a mission to help 50,000 families by 2028, empowering them with personalized solutions that fit their unique needs. With a background in accounting, I take a strategic approach to financial planning, uncovering opportunities to create lasting impact. Let’s connect and work together to secure your financial future!
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Mercy K.
Providing services: Financial Advisory, Retirement Planning, Life Insurance, Small Business Insurance, Health Insurance, Lead Generation, Social Media Marketing, Financial Consulting, Advertising, Graphic Design
Nairobi County, Kenya
Summary: With over 5 years of experience in the insurance and financial services industry, I am a passionate and results-driven Financial Advisor at Britam. I specialize in offering tailored solutions across all lines of insurance—life, health, general, and investment-linked products—to help my clients protect what matters most and plan confidently for the future. My role is more than just offering policies—it's about walking the journey with individuals, families, and businesses to create a solid financial foundation. I take time to understand each client’s unique goals, then recommend comprehensive, practical, and sustainable solutions that meet their needs at every stage of life. Whether you're seeking income protection, health cover, education planning, asset protection, or investment growth, I’m here to provide guidance and dependable support every step of the way. Let’s connect and explore how I can help you secure your present and shape your future with confidence.
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CA Ankita Sarda
Providing services: Tax Advisory, Financial Planning, Financial Accounting, Financial Advisory, Personal Tax Planning, Tax Preparation, Tax Law, Bookkeeping, Accounting, Financial Consulting
Jaipur
Summary: Practicing Chartered Accountant and a Company Secretary. DISA Qualified. Appeared for UPSC- Civil Services.
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Pradeep Gupta
Providing services: Financial Consulting, Public Relations, Financial Advisory, Financial Analysis, Financial Planning, Wealth Management, Business Consulting, Tax Advisory, Tax Preparation, Personal Tax Planning
Dubai, United Arab Emirates
Summary: At the helm of Sparta Corporate, my journey spans over a decade, steering business forecasting and development with a focus on client relationship management and portfolio oversight. Specializing in cross-border structuring, our team provides comprehensive solutions for entities navigating the multifaceted terrain of international business, particularly in the vibrant markets of Dubai and Malta. Our mission at Sparta Corporate is to empower entrepreneurs through golden visa facilitation and low-tax company formation, ensuring they leverage Dubai's tax-free advantages and diverse free zones. Partnering with a broad spectrum of clients, we've successfully delivered tailored strategies and worldwide banking solutions that resonate with our commitment to excellence and sustainable growth.
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Summary: Profile: Dynamic and results-driven financial consultant with 7 number of years, years of experience in the insurance and financial services industry. With a proven track record at Leadway Assurance Company, I specialize in providing strategic financial advice, risk assessment, and customized insurance solutions to diverse clientele. My commitment to excellence and passion for helping clients achieve their financial goals consistently results in high client satisfaction and retention rates. Experience: Financial Consultant Leadway Assurance Company 2018– Present - Developed and implemented tailored financial strategies for individual and corporate clients, maximizing their insurance benefits and financial returns. - Conducted comprehensive financial assessments to identify clients' needs, resulting in a 50 percentage% increase in client portfolio values over 8 am - 5pm. - Collaborated with cross-functional teams to design innovative insurance products, improving service delivery and client engagement. - Trained and mentored junior consultants, enhancing team performance and supporting career development initiatives. - Achieved outstanding sales performance and dedication to client service in 2020. Previous Experience: Double Grace venture 2015 - 2018 I oversaw a team, sale manager roles and outcomes achieved. I help increase sales, 50% or revenue growth. Skills: - In-depth knowledge of financial planning, risk management, and investment strategies. - Exceptional communication and interpersonal skills, fostering strong client relationships and trust. - Proficient in analyzing market trends and developing effective solutions for clients. - Strong negotiation skills, ensuring favorable terms for clients and driving business growth. - Expertise in using financial software and tools for analytics and reporting. Achievements: - Successfully managed a portfolio worth over 50 million leading to a 50 percentage increase in overall profitability for my clients. - Recognized as a top performer within the company for 7 years, demonstrating excellence in client acquisition and retention strategies. - Developed a financial literacy workshop series that educated over [insert number] clients, empowering them to make informed financial decisions.
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Joge Bharadwaj
Providing services: Leadership Development, Financial Consulting, Advertising, Business Consulting, Brand Consulting, Management Consulting, Project Management, Marketing Consulting, Human Resources (HR)
Mumbai
Summary: A serial entrepreneur, with over several years of experience in Facility Management. I have designed and developed many products which are sold globally. I also have founded my own company which is into IT services, Security products and solutions. The business has been growing steadily and we are looking for new partners for the same. In addition to this I am an active investor and mentor to the Start-ups who want to grow or expand their business
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Robb Thomas
Providing services: Financial Advisory, Financial Accounting, Business Consulting, Management Consulting, Budgeting, Financial Analysis, Financial Reporting, Strategic Planning, Financial Consulting, Loans
Alpharetta, GA
Summary: Seasoned Fractional CFO with over 25 years of hands-on experience across SaaS, healthcare, real estate, and service industries. I’ve become the go-to financial partner for startups and SMBs by offering strategic financial leadership during critical growth phases and transitions, like mergers and capital raises. I’m a big advocate of using tools like financial modeling, budgeting, forecasting, and reporting to make sure the numbers tell a story that drives smart decisions and keeps profits rolling in. My experience in scalable systems and process optimization helps businesses run more efficiently. Whether it’s leading finance teams or implementing cost-effective financial solutions, my goal with each client is to help add value and drive sustainable growth. With each client I also try to help them navigate complex financial challenges that will help deliver strategies that align with their business goals. Whether a client needs support during a transition, help with risk management and compliance, or someone to build a high-performing team, I roll up my sleeves and get to work. I take pride in being a collaborative leader who listens to everyone, from the CEO to an entry level employee, ensuring that every voice is heard. I’m not here to convince others that I am the smartest person in the room—I’m here to listen, learn, and help businesses succeed in any way I can.
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Venkatesh Nagaraj
Providing services: Brand Consulting, Financial Consulting, Pricing Strategy
Bengaluru
Summary: engaged in the construction, design, development, site selection, low cost housing , slum rehabilitation , solar power , green energy, Foreign direct investment, leasing, brokerage, acquisition, disposition, program/project management, tenant representation