Excel Financial Model of Complex Savings Plan

In your response you must mention the name of the savings company clearly indicated in the attachments. This will indicate who has read the project and those who haven't. I will take seriously anyone who reads this and does this item. Everyone else unfortunately will be ignored. This is a detail orientated task, I need detail orientated people to complete it.

I have had a unit based savings plan for 5 years, the plan is a little complex and I don't believe it is actually performing well.

I want someone to develop an excel model based on the information I give you about my plan, the values I've invested monthly over the last 5 years and then to do look ahead based on the plan policy to understand the best point in time to "cash-out" with an acceptable amount of penalties.

Attached are the policy terms and brochure with all the relevant charges/penalties and unit based allocations.

Additionally, if someone could tell me the amount of charges I've paid to date, and will do so in the future that would also be good.

I expect the model to be interactive and not locked, I will want to review to see my likely outcome at various points of time with this 25 year policy assuming I don't change the monthly payments or fund allocations in the future.

For someone who understands finance and these types of models, I anticipate it should be about 2 days work, but I'll let you tell me the best approach. I expect it to be fully accurate based on the policy terms, and I will be able to validate the model myself.

Thank you.

Kemahiran: Excel, Kewangan, Analisis Kewangan, Analisis Perniagaan, Penyelidikan Pelaburan

Lihat lagi: excel financial planning surgery costs, excel program financial model freelancer, free lance project excel financial model, excel financial model, excel financial model freelance, excel financial model outsourcing business, excel financial statement model, financial model sample excel, business plan commerce financial model, startup financial model excel, kpmg excel financial model, standard financial model excel, financial model travel agency plan, free excel financial model property development, financial model using excel pdf, build financial model excel, financial model in excel, business plan excel financial model, business plan excel financial model analysis

Tentang Majikan:
( 0 ulasan ) Tunbridge Wells, Saudi Arabia

ID Projek: #21308632

49 pekerja bebas membida secara purata $400 untuk pekerjaan ini


Dear Employer, Please message me and explain me about your requirement of creating the Excel Financial Model. I am an expert with over 12 years of experience and will do a perfect job asap. Please do check my previous Lagi

$500 USD dalam 7 hari
(177 Ulasan)

Friends Providen International. Hello, my name is Cristian, i am Excel/VBA expert. I am in the top 5 of freelancers in this area and i have more than 240 projects successfully completed here. i work alone, i do not h Lagi

$600 USD dalam 7 hari
(227 Ulasan)

Dear Friends Provident International, I possess exceptional financial analysis and modeling experience. I have successfully completed over 2000 related projects and the responses are positively overwhelming as you can Lagi

$400 USD dalam 3 hari
(251 Ulasan)

Greetings! I am a Chartered Accountant with 15+ years' experience in financial modeling on Excel. I am keen to help you with the calculations. Look forward to hear from you. Thanks, RRC

$600 USD dalam 5 hari
(100 Ulasan)

"CHECK MY SAMPLE WORK Hi. I have read your requirements mentioned in the project details. I would like you to see my sample work and check the quality that I can provide. I am an affiliate chartered accountant (CPA) w Lagi

$375 USD dalam 3 hari
(158 Ulasan)

I can do your project in less than 6 days according to your description with full delivery and without error. I would also complete your project with the highest precision and quality. I have extensive experience in Ex Lagi

$500 USD dalam 5 hari
(109 Ulasan)

I'm an excellent writer and my work is 100% unique and original. I'll ensure that the article will be informative, relevant, entertaining and captivating to your target audience. There will be no grammatical, spelling Lagi

$300 USD dalam 3 hari
(83 Ulasan)

I can build the financial model for your unit based saving plan with Friends Provident International. It will be completely dynamic and as per discussed assumptions and information provided in policy document, lets dis Lagi

$300 USD dalam 3 hari
(33 Ulasan)

Hello there, "Premier Advance UAE" a unit-linked insurance savings plan by Friend Provident International : I understand from the project description that you require an excel model that will help you manage and unde Lagi

$450 USD dalam 7 hari
(30 Ulasan)

Friends Provident International Hi, I've been developping financial models using Excel for several years and would like to work on your project. I assure you you will be impressed by the quality of my work as did ever Lagi

$500 USD dalam 5 hari
(7 Ulasan)

Hello, i have read the details provided..please contact me to discuss more on the project deadline and some other few things

$250 USD dalam 7 hari
(22 Ulasan)

Hi. Hope you are fine, I have more than 10 years of working experience in the industry. You may visit my profile and see the level of customer satisfaction through my ratings and reviews. I can provide you 100% quality Lagi

$250 USD dalam sehari
(32 Ulasan)

Dear Sir, We are a chartered accountant firm based in Lahore and provide consultancy services for preparing business plans, feasibilities, and financial models to attract investors and obtain loans from the banking in Lagi

$320 USD dalam 3 hari
(27 Ulasan)

Hi there, please leave a message on my chat so we can discuss the budget and deadline of the project. I have read your project description and i'm confident i can do this project for you perfectly. Thanks .

$750 USD dalam 3 hari
(6 Ulasan)

Hello. I have 10 years of experience in the Writing Industry and can provide you “PREMIUM QUALITY WORK” within your “GIVEN DEADLINE” with “PERFECT GRAMMAR” and “ZERO PLAGIARISM”. I have 600+ "EXCELLENT REVIEWS" which Lagi

$250 USD dalam sehari
(32 Ulasan)

Hi ,i am experienced in research writing.I have prior experience in the field of research [login to view URL] contact me through inbox for further discussion and previous samples. I have more than 5 years of experience in t Lagi

$555 USD dalam 2 hari
(9 Ulasan)

Hi Good Day! A serious freelancer here. I want to help you to complete this project. I saw the attached PDF files and saw the conditions and terms needed for the calculation. I can create you automated Financial tool Lagi

$300 USD dalam 2 hari
(32 Ulasan)

Friend Provident International I am a professional with more than 16 years' experience in retail banking. I used to commersialise these kind of savings plans in the past and I perfectly know the pros and cons of the p Lagi

$400 USD dalam 5 hari
(3 Ulasan)

Hi Your Finance Plan Specialist here. Graduated recently from Kings College, England ; I have been doing numerous marketing and research projects. I feel I will be comfortable to work with you and perform tasks as per Lagi

$600 USD dalam 2 hari
(6 Ulasan)

Dear Employer, I'm interested to apply to your job post. I have read your project requirements and understood that you need an expert financial modeller. I have work experience of three years working in this area and Lagi

$299 USD dalam 5 hari
(35 Ulasan)