Financial Consultant - CA

Company Description

Verdicto is a technology-driven platform that streamlines legal and financial consultation for individuals, startups, and businesses across India. The platform connects users with verified Lawyers and Chartered Accountants (CAs) through one-to-one video or voice calls, offering transparent per-minute billing and eliminating long wait times. Verdicto also provides services such as document review and assistance in challenging traffic challans, ensuring access to professional expertise for legal and financial matters. With a focus on affordability, reliability, and accessibility, Verdicto aims to empower users with confidence and control through its innovative approach to professional consultation.

Role Description

This is a Part-time remote role for a Financial Consultant with a Chartered Accountant (CA) qualification. The Financial Consultant will assist clients in financial planning, investment strategies, and retirement planning, ensuring they make informed decisions to achieve their financial goals. Core responsibilities include analyzing financial data, creating tailored investment plans, providing clear guidance on tax and compliance matters, and delivering actionable insights for optimal financial growth.

Qualifications

• Expertise in Financial Planning, Investments, and Retirement Planning
• Strong background in Finance and Analytical Skills
• Excellent problem-solving abilities and attention to detail
• CA qualification and proven experience in financial consultancy
• Ability to work independently in a remote setting
• Experience in working with diverse clients, including startups and SMEs, is a plus
• Strong communication and client management skills