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Investment Advisor and Portfolio Management

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?? Without this short plan, your proposal will be decline.

Please start your proposal with "Good Day" so that I can understand you read the description.

Thanks

Taidot: Sijoitusanalyysi, Talousmarkkinat, Rahoitussuunnittelu, Taloudellinen tutkimus, Sijoitustutkimus

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About the Employer:
( 0 reviews ) Dhaka, Bangladesh

Projektin tunnus: #13097148

13 freelanceria on tarjonnut keskimäärin 25 $/tunti tähän työhön

funnyhoney

Worked as portfolio manager for MNC banks in the past for over 5 years. PMP, MBA and economics graduate here. Full time home based freelancer.

$22 USD / tunti
(27 arvostelua)
6.2
serhiio

Goog Day! Hello. I have a diploma of financial manager. I work as a financial analyst for about 9 years. I have skills in data analysis and machine learning in the programming language R. I also manage investment port Lisää

$25 USD / tunti
(4 arvostelua)
3.0
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)
2.9
Kiruirobert

Good day, I have gone through the assignment and as a business student and a prospective investor with finance knowledge, I can make a comprehensive financial portfolio for the client. Kindly consider my bid.

$25 USD / tunti
(0 arvostelua)
0.0
zulqadarrehman

By Profession I am an Accountant and Financial Analyst. So perfectly trained for this kind of job. I graduated from UCLA with Finance major.

$33 USD / tunti
(0 arvostelua)
0.0
Sylviasly

I am a Professional freelancer offering exceptional quality services within your budget.. I am available 24 hours a day to address any concerns you may present regarding an ongoing project. Your project will always be Lisää

$25 USD / tunti
(1 arvostelu)
0.0
vvssatyanarayana

I am very confident that I can meet the requirements of the job. In my 35 years experience I am involved in client service, budgets - preparations, monitoring, allocations, estimates, forecasting, pricing, project pr Lisää

$25 USD / tunti
(0 arvostelua)
0.0
nukuly

Hi, I have strong portfolio management skills, I do advise across all segments i.e Equity Derivatives, Commodity, Forex. My solutions are tailor made to balance client's risk and returns expectations. I cover Lisää

$27 USD / tunti
(0 arvostelua)
0.0
BradleyMills

Good Day, In order to achieve a targeted return of 25%/annum but also diversifying one’s risk and keeping the investment liquid I would recommend investing mainly in equity instruments in emerging markets. This is Lisää

$25 USD / tunti
(0 arvostelua)
0.0
$22 USD / tunti
(0 arvostelua)
0.0
YashoverdhanLadh

Good Day. I am a profitable investor in India and I have been studying stocks across the world from last 4 years. I am sure I will be able to help in achieving sustainable growth for the client. I am CFA level II can Lisää

$30 USD / tunti
(0 arvostelua)
0.0
$20 USD / tunti
(0 arvostelua)
0.0
olowe

Good Day, I am currently recommending that my clients investment mainly in realestate and securities. I have advised against investing in bonds as with the current low interests rate continuing around safer countries I Lisää

$22 USD / tunti
(0 arvostelua)
0.0
Beansy

Good Day, I deliberately haven't attached any graphs and chats, as we can tailor many trading strategies to meet your needs. We are a small team of currency traders and if you seek 25% pa, we would be able to del Lisää

$25 USD / tunti
(0 arvostelua)
0.0
ankitbadaya

A proposal has not yet been provided

$22 USD / tunti
(0 arvostelua)
0.0