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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.

Thanks

Taidot: kirjanpito, Liiketoiminta-analyysi, Rahoitus, Talousmarkkinat, Taloudellinen tutkimus

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About the Employer:
( 0 reviews ) Dhaka, Bangladesh

Projektin tunnus: #13096943

11 freelanceria on tarjonnut keskimäärin 31 $/tunti tähän työhön

$41 USD / tunti
(41 arvostelua)
6.1
charleslimnet

I possess exceptional Accounting and Finance skills. I hold MBA (Strategic Management) [url removed, login to view] (Finance and Marketing) & CPA.K (Accounting and Finance.) I have successfully completed over 2000 related projects and the re Lisää

$39 USD / tunti
(123 arvostelua)
6.0
rakeshwadhwani

Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and Lisää

$41 USD / tunti
(58 arvostelua)
6.0
$41 USD / tunti
(18 arvostelua)
4.3
axiomconsultants

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

$25 USD / tunti
(5 arvostelua)
3.1
arslanu2

I am experienced freelancer in field of Accounting, Research, planning, proposals, development and financial analysis type work. I can provide you all type of business analysis work. I possess chartered accountancy ed Lisää

$30 USD / tunti
(7 arvostelua)
3.0
prefectworld

perfect world by profession in (equivalent to ACCA/ CPA).with years of vast experience in Accounting, quick books, taxation, Auditing, Compliance with company law,Implementation of IND AS / IFRS. Expertise in: 1)Bus Lisää

$25 USD / tunti
(0 arvostelua)
0.0
zulqadarrehman

By Profession I am an Accountant and a Financial Analyst. So perfectly trained for these kind of jobs. I am happy to help you out with this

$44 USD / tunti
(0 arvostelua)
0.0
sriwulandari2704

i create report finance, like balance, profit and loss, cash and bank, general ledger, tax, liability, and etc

$25 USD / tunti
(0 arvostelua)
0.0
camoht

A proposal has not yet been provided

$27 USD / tunti
(0 arvostelua)
0.0
$27 USD / tunti
(0 arvostelua)
0.0
lucaripamonti

Good day! as i happened to see your proposal i give my availability and i would like to add that i' m currently looking for investments methods

$25 USD / tunti
(0 arvostelua)
0.0