I have a client who requires Investment Advice. This is a long term position and you require to do
- developing a personal financial investment plan
- defining financial goals
- leverage favorable tax strategies
- create benchmark and dashboards that follow progress
My client has $6m which he wants to invest. Your role is to advise where to investment, why, what needs to be done to achieve a certain return per year. Make a Plan and then Monitor the return and update the plan if returns are different than plan. Then how the return can be reinvested to earn even more returns. Make a short presentation using charts and graph. Idea should be focus on less risky investment and generating a return of 25% per year. For example- you can make a recommendation to invest money on securities. But you need to explain why? Once we invest, then you need to monitor the growth monthly and report back to us. You have to make solid recommendation based on the needs.
In order to consider for this position, make a short plan about where we should invest $6m and why??
Please start your proposal with "Good Day" so that I can understand you read the description.
11 freelancers are bidding on average $31/hour for this job
Hi there, Greetings, I am a Chartered Accountant and a CPA with over 10 years of experience in Finance and Accounting. I believe I can Help you in accounts. Looking forward to hearing from you Regards