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I need a crisp, investor-ready brief on a single Finance-sector company. The final piece must fit on one page yet still tell the full story: headline financials, key valuation ratios (P/E, P/B, EV-based multiples), the competitive landscape, and any noteworthy public news over the last year. All figures have to be sourced, calculated, and laid out clearly so I can check the maths myself. You will gather the data from public filings and reliable market databases, benchmark the company against close peers in the finance space, and illustrate your findings with compact charts or tables. Accuracy matters; if something can’t be verified, flag it rather than guess. Confidentiality is non-negotiable—everything you learn or create stays strictly between us and will sit under an NDA. Deliverables One page investment thesis Once we start, I’ll share the company name and any internal numbers I already have. A quick turnaround of about three days would be ideal, with room for a round of tweaks if needed. project like these will be recurring if everything works well
Project ID: 40533502
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21 freelancers are bidding on average ₹3,210 INR for this job

• I am an expert in Management Accounting, financial management, and all financial and accounting and share marketing concepts. Experienced MBA Finance as well. I read your project description and I am sure that I can handle your project. I can handle your project on preparing Finance Company Research Summary. I Have done many works similar to this project. please feel free to connect in chat for discussion. Sure, I can handle your project on preparing Finance Company Research Summary. • Have done many dissertations, and many finance Research project. • Also, an expert in Research writing, research reports, essays and advance essays, dissertations. • Your project will be delivered on time with high standard. • Expert in in all referencing styles (APA/ Harvard / etc.). • 100 % Assurance on zero percent plagiarism. • TURNITIN / COPYSCAPE plagiarism report will be provided along with completed work • I have more than 12 years of experience. • Assistance will be provided with number of clarifications until client satisfaction • I will provide assistance even after the payment. And will maintain data (content) security.
₹12,500 INR in 3 days
6.8
6.8

Hello, Thanks for sharing the details. This sounds like an interesting long-term collaboration opportunity. I can prepare a concise, investor-ready one-page brief that brings together the company story, key financials, valuation metrics (P/E, P/B, EV multiples), peer benchmarking, and relevant market developments from the past year. All figures will be sourced from public filings and reliable databases, with calculations presented clearly for easy validation. The final output will be structured for quick decision-making using compact tables and visuals while keeping accuracy and transparency as priorities. If any data point cannot be fully verified, I’ll flag it instead of making assumptions. Once you share the company name and any internal inputs, I’ll get started and aim for a quick turnaround, including room for revisions. Happy to support recurring work if this aligns well. Best Regards, Abhijeet
₹1,500 INR in 7 days
4.9
4.9

I will deliver a concise, investor-ready one-page investment brief built from verified public sources, including company filings, annual reports, earnings releases, and trusted market databases. The analysis will extract and validate headline financials, calculate key valuation metrics (P/E, P/B, EV/EBITDA, EV/Revenue, and other relevant ratios), and clearly show all formulas and assumptions so every figure can be independently verified. Where data discrepancies exist, they will be highlighted rather than estimated. The final output will include compact tables and charts that summarize financial performance, valuation, profitability, growth, and balance-sheet strength in a format suitable for investors and decision-makers. Beyond the numbers, I will benchmark the company against a carefully selected peer group within the finance sector to assess relative valuation and competitive positioning. I will also review material public developments from the last 12 months, including earnings announcements, acquisitions, regulatory actions, strategic initiatives, and market-moving events, and incorporate only verified information. All work will be handled under strict confidentiality and NDA requirements. The deliverable will be a polished one-page investment thesis with one revision round included, and I am available for recurring coverage of additional companies using the same rigorous, repeatable framework.
₹1,000 INR in 7 days
0.0
0.0

With over a decade of experience as an AI & Cloud Data Engineering Specialist, I’m confident in my ability to take on your project. Your need for a concise yet impactful brief aligns with the way I approach complex financial data. My core skill-set includes efficient data management, thorough analysis and the production of actionable business intelligence. With meticulous attention to detail and a commitment to delivering only verifiable and accurate information, you can count on me to create a comprehensive one-page investment thesis tailored to your needs. I understand that confidentiality is vital in your line of work, and I assure you that your trust will not be misplaced. Operating under strict adherence to non-disclosure agreements (NDAs) is par for the course for me. Moreover, my solid track-record in transforming data into measurable business outcomes brings with it the additional professional quality of understanding what investors need; not just numbers but a story that supports their decision-making process. My broad experience across sectors, including finance, equips me well to quickly gather relevant data from public filings and reliable market databases. In addition, I will benchmark the company against its peers effectively using my experience in streamlining data through ETL/ELT pipelines to ensure the end presentation is clear and meaningful.
₹2,000 INR in 3 days
0.0
0.0

Hi, I'd love to help with this. I have experience analyzing financial statements, valuation metrics, and peer comparisons, and I can turn complex data into a clear, investor-ready one-page brief. You'll receive a concise investment thesis covering key financials, valuation ratios (P/E, P/B, EV multiples), peer benchmarking, competitive positioning, and notable news from the past year. All figures will be sourced, calculated, and presented transparently so you can easily verify the numbers. I understand the importance of accuracy and confidentiality, and I'm comfortable working under an NDA. The 3-day timeline works for me, and I'm happy to make revisions if needed. Looking forward to reviewing the company and getting started. Best regards. Rameen Z
₹1,050 INR in 7 days
0.0
0.0

As a Chartered Accountant with a deep understanding of financial statements and compliance, I am confident in my ability to deliver the investment thesis you require. My analytical and detail-oriented approach ensures that I gather data from reliable sources and that I verify everything, leaving no room for guesswork. My proficiency in financial analysis will allow me to source all relevant financials and key valuation ratios for the Finance-sector company, presenting it clearly on a single page. I believe the competitive landscape is crucial for an investor-ready brief and my approach always includes benchmarking against close peers in the same space. This allows for a comprehensive understanding of the company's positioning within the industry. Moreover, my experience leading teams in audits has underscored the importance of accuracy and timely completion of work – two things I'll prioritize throughout this project. Confidentiality is paramount for this project as it is for all my clients. Your trust is essential to me. Rest assured your information will be protected with strict adherence to our NDA. With a demonstrated record of delivering quality outputs within deadlines, I assure you a quick turnaround without compromising any detail. Partner with me on this project, and we'll lay a sturdy foundation for recurring successful projects.
₹2,500 INR in 2 days
0.0
0.0

With over 8 years of experience in strategy consulting, financial research, and competitive intelligence, i I regularly prepare concise, executive-level company profiles, investment briefs, and market analyses for senior stakeholders. I understand how to distill complex financial information into a one-page, investor-ready format without compromising accuracy. For your investment brief, I will: Research the company using public filings, annual reports, earnings presentations, and reliable financial databases Present key financial metrics and valuation multiples (P/E, P/B, EV-based metrics, and other relevant ratios) Summarize recent news, strategic developments, and key business drivers from the past 12 months Include clean tables and compact charts for easy comparison Clearly cite all data sources and calculations so every figure is fully traceable Flag any assumptions or data limitations rather than making unsupported estimates
₹1,050 INR in 4 days
0.0
0.0

I have recently done with the course of financial modelling and valuation and all the key things are fresh in my minds, I can build a perfectly analysed model for you
₹1,300 INR in 7 days
0.0
0.0

Hello, I am a Chartered Accountant with experience in financial analysis, valuation, equity research, and investor reporting. I can prepare a concise, investor-ready one-page investment brief covering financial performance, valuation metrics, peer benchmarking, competitive positioning, and key developments. My deliverables will include: • Investment thesis and key business highlights • Revenue, profitability, and balance sheet analysis • Valuation ratios (P/E, P/B, EV/EBITDA, EV/Sales, etc.) • Peer comparison with relevant finance-sector companies • Compact tables/charts for easy review • Summary of material news, corporate actions, and developments from the last 12 months • Clear sourcing and calculation methodology, with any unverified information explicitly flagged I work extensively with public filings, annual reports, stock exchange disclosures, and reliable financial databases to ensure accuracy and transparency. Confidentiality is fully respected, and I am comfortable working under an NDA. The proposed 3-day timeline is achievable, including one revision round. I would be happy to support this engagement and build a long-term relationship for recurring research and valuation assignments. Regards, CA | Financial Analysis & Valuation Specialist
₹2,500 INR in 7 days
0.0
0.0

"Hi, I have reviewed your requirements for the investment brief. I specialize in financial analysis and distilling complex data into concise, investor-ready summaries. I can deliver a high-impact, one-page brief within 3 days, including: Verified Metrics: Accurate P/E, P/B, and EV-based calculations with source references. Strategic Insight: A clear investment thesis benchmarking the company against key competitors. Clean Design: A professional, easy-to-read format tailored for quick decision-making. I maintain strict confidentiality and am ready to start immediately. To ensure the brief meets your exact needs, could you please confirm: The company name (or ticker). Any specific competitors you want included for benchmarking? I look forward to building a long-term working relationship with you. Best regards," Didar
₹15,000 INR in 3 days
0.0
0.0

Hi, I can prepare a concise, investor-ready one-page investment brief with verified financials, valuation metrics, peer benchmarking, competitive analysis, and key news developments. ✔ Financial statement analysis from public filings ✔ Valuation ratios (P/E, P/B, EV/EBITDA, EV/Sales, etc.) ✔ Peer comparison tables and charts ✔ Recent news and business developments ✔ Clear investment thesis with all calculations traceable ✔ Strict confidentiality and NDA compliance I can deliver the first draft within 3 days and accommodate revisions as needed. I'm also available for ongoing, recurring company research assignments. Looking forward to reviewing the company details once shared. Regards! Alomonx
₹1,050 INR in 7 days
0.0
0.0

Hi there, I read your project description and it perfectly aligns with my background. As a UK Master’s graduate in Finance and an ACCA affiliate, I am highly trained in financial analysis, corporate valuation, and peer benchmarking. For this 1-page investor-ready brief, I will deliver: Core Valuation: Accurate calculations of P/E, P/B, and EV/EBITDA based on the latest public filings. Visual Benchmarking: A compact table comparing your target company against its top 3 close industry peers. Market Sentiment: A concise summary of critical public news and regulatory updates from the past 12 months. I completely understand and respect the strict confidentiality requirement and am ready to sign an NDA immediately. I can deliver the first draft within 48 hours. Looking forward to the company name so I can get started right away! Best regards, bowen lee
₹1,000 INR in 2 days
0.0
0.0

Hello, I have 17+ years of experience in financial services, reporting, and data analysis, including work with BNY and BNY Mellon. I can prepare a concise one-page investment brief covering financial performance, valuation metrics, peer comparison, and recent developments using publicly available and verifiable sources. I understand the importance of accuracy, confidentiality, and clear presentation, and I can deliver within the requested timeline. Regards, Manisha
₹1,000 INR in 2 days
0.0
0.0

My name is Harsh Sharma, and I come from a commerce background. I have a strong interest in financial analysis, corporate finance, and business strategy. I enjoy analyzing financial statements, understanding how businesses generate value, and using data to support decision-making. I am currently focused on building my practical finance skills through internships, self-study, and professional qualifications. I consider myself disciplined, curious, and eager to learn. My goal is to build a career as a Financial Analyst and eventually take on greater responsibilities in the finance industry.
₹800 INR in 7 days
0.0
0.0

Hello, I can deliver a concise, investor-ready one-page company brief covering financial performance, valuation, competitive positioning, and recent developments within the finance sector. My approach includes: • Collection of data from annual reports, investor presentations, stock exchange filings, and reliable market databases • Calculation and verification of key valuation metrics (P/E, P/B, EV-based multiples, profitability and efficiency ratios where relevant) • Peer benchmarking against comparable finance-sector companies • Summary of material news, corporate actions, and strategic developments from the last 12 months • Clear presentation through compact tables and charts with transparent calculations and source references • Explicit flagging of any data points that cannot be independently verified Deliverable: • 1-page investment thesis report (professional, investor-facing format) • One revision round included Timeline: • 9 days from receipt of company details and any supporting information Fee: • ₹3,500 fixed price I have experience in equity research, financial modeling, valuation, and financial statement analysis, and I place strong emphasis on data accuracy and source transparency. I would be happy to support recurring assignments of a similar nature if the initial engagement meets your expectations. Looking forward to discussing the company and project requirements. Best Regards, Rounak Equity & Financial Modelling and Analysis Expert
₹3,500 INR in 9 days
0.0
0.0

New Delhi, India
Member since Feb 1, 2026
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