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I hold a growing portfolio of digital assets and I now want a Chartered Accountant who is actively licensed in India to turn that collection into a clear, data-driven investment strategy. My immediate need is crypto portfolio management—specifically, investment strategy and planning—so tax filing guidance can wait until a later phase. You will review my current coin holdings, understand my risk tolerance, and then design a step-by-step strategy that covers ideal position sizing, rebalancing triggers, and exit criteria. Please ground your recommendations in up-to-date Indian regulatory guidelines and illustrate the numbers with whichever tools you prefer—CoinTracking, Koinly, Excel, or your own dashboards—as long as I receive a concise written plan supported by clear calculations. Acceptance criteria • A 30-minute call to walk me through the plan and answer questions
ID Projek: 40317992
5 cadangan
Projek jarak jauh
Aktif 18 hari yang lalu
Tetapkan bajet dan garis masa anda
Dapatkan bayaran untuk kerja anda
Tuliskan cadangan anda
Ianya percuma untuk mendaftar dan membida pekerjaan
5 pekerja bebas membida secara purata €18 EUR/jam untuk pekerjaan ini

With a rich accounting and finance background, a significant portion of my career has been devoted to understanding financial landscapes, quantifying optimal investment spaces, and implementing robust strategies crucial for maximized returns. In line with your project, I have catered to numerous startups and businesses, honing my skills in accounting, financial consulting, tax planning, and compliance for nearly a decade. My core focus on sustainable growth aligns impeccably with your requirement to turn your digital asset collection into a clear investment strategy. Drawing from my wealth of experience working with new technologies like cryptocurrencies, I assure you that the investment strategy I would create for you would be rooted in up-to-date guidelines by the Indian regulatory bodies.
€15 EUR dalam 40 hari
6.2
6.2

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Accounting, Financial Research, Finance, Tax, Data Analysis, Cryptocurrency and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
€25 EUR dalam 5 hari
5.1
5.1

Hello there, I am excited about the opportunity to assist you in transforming your digital assets into a strategic investment plan. As a Chartered Accountant actively licensed in India, I am well-equipped to review your crypto portfolio, assess risk tolerance, and craft a comprehensive investment strategy tailored to your specific needs. My approach will be anchored in the latest Indian regulatory guidelines and presented in a concise written plan supported by clear calculations, ensuring transparency and effectiveness in managing your portfolio. I look forward to discussing the details further in a 30-minute call to address any questions and finalize the plan for your approval. Regards, CA. Swati Jain, CPA | Indian CA & CS
€13 EUR dalam 45 hari
4.4
4.4

Hi there! As a Chartered Accountant specializing in the Indian VDA (Virtual Digital Asset) tax regime, I have helped many high-net-worth investors navigate the nuances of Section 115BBH. Having managed portfolios across multiple exchanges and DeFi protocols, I am deeply familiar with the 30% flat tax mandate and the rigid constraints regarding the set-off of losses. My focus is on providing an audit-ready bridge between your digital activity and Income Tax Department requirements, ensuring your growing portfolio remains protected against scrutiny while optimizing your strategy under current Indian law. My approach involves a forensic reconciliation of your transaction history using tools like Koinly or Binocs to ensure every trade, staking reward, and airdrop is accurately accounted for. I will conduct a thorough audit of your TDS credits under Section 194S, cross-referencing exchange data with Form 26AS to ensure your tax withholdings are perfectly aligned. Additionally, I will prepare a documentation trail for your cost of acquisition and evaluate the classification of your holdings to ensure strict adherence to CBDT guidelines. This methodology minimizes the risk of reassessments and provides a compliant roadmap for your future crypto investments. Are you primarily on Indian exchanges, or does your portfolio involve international platforms and self-custody wallets that require API integration? I’d also like to know if you have historical data needing regularization for previous years. I am available for a quick chat to align on your volume and technical challenges, ensuring your crypto wealth is structured for growth within the Indian regulatory framework.
€25 EUR dalam 7 hari
3.1
3.1

Hi, I’m a Chartered Accountant licensed in India with experience analysing digital‑asset portfolios and building structured, risk‑aligned investment plans. I can review your current holdings, understand your risk tolerance and design a clear, data‑driven strategy covering position sizing, rebalancing rules and exit criteria. I will provide professional recommendations rooted in current Indian regulatory guidance (classification, tax treatment, reporting expectations) and illustrate the numbers using tools like Excel, CoinTracking or Koinly—whichever format you prefer. You’ll receive a concise written plan supported by transparent calculations. I'm also fine to include a 30‑minute call in the engagement to walk you through the strategy and answer questions. I can begin immediately once you share your portfolio snapshot and risk profile. Best regards, CA. Sreedeep Chennamangalam
€14 EUR dalam 25 hari
0.8
0.8

Frankfurt am Main, Germany
Kaedah pembayaran disahkan
Ahli sejak Jun 2, 2025
€30-250 EUR
€4-50 EUR / jam
£20-250 GBP
£10-15 GBP / jam
₹600-1500 INR
₹12500-37500 INR
$8-15 USD / jam
₹600-1500 INR
₹750-1250 INR / jam
₹400-750 INR / jam
$2-60 USD / jam
$250-750 USD
$10-30 USD
₹12500-37500 INR
₹750-1250 INR / jam
$8-15 USD / jam
$750-1500 USD
$30-250 USD
₹1250-2500 INR / jam
$250-750 USD
$30-250 USD
£20-250 GBP