Portfolio Management Expert

₹1500-12500 INR

Closed

Posted 9 months ago

₹1500-12500 INR

Paid on delivery

I need a SEBI-registered financial advisor for portfolio management. The focus will be on stock market investments. Key requirements: - Expertise in short-term trading and diversification strategies. - Tailored portfolio management to optimize returns. - Regular market analysis and strategy adjustments. - Transparent reporting and communication. Ideal skills and experience: - SEBI registration. - Proven track record in short-term trading. - Strong analytical skills. - Experience in managing diverse portfolios.

Investment Management

Investment Research

Project ID: 39741445

About the project

3 proposals

Remote project

Active 8 mos ago

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3 freelancers are bidding on average ₹7,333 INR for this job

@Doutimi8

I am excited to step on this role. I am not SEBI registered. I am a financial accountant passionate about investment, backed up with an Investment Certificate. I have a strong analytical skill with a proven track record. I will be delighted to handle your portfolio with transparency, efficiency and consistency.

₹7,000 INR in 7 days

0.0

(0 reviews)

0.0

@caajoys

Hi, I am a CA (equivalent of CPA) with 9 years of experience in portfolio management and stock market investments. I specialize in short-term trading, diversification strategies, and optimizing returns for clients while maintaining transparency and clear communication. Scope of Work: • Manage a tailored portfolio aligned with your investment goals. • Execute short-term trading strategies focused on maximizing returns. • Conduct regular market analysis and adjust strategies proactively. • Provide transparent reporting and consistent updates on portfolio performance. With a proven track record in managing diverse stock portfolios, I combine strong analytical skills with disciplined investment strategies to deliver reliable, results-oriented portfolio management.

₹5,000 INR in 7 days

5.0

(1 review)

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@IDAREgroup

I don’t do cookie-cutter portfolio management — I build strategies that actually grow and protect capital. If you’re looking for someone who understands the market beyond theory, I can help you structure your portfolio for steady performance, adjust positions as market conditions shift, and keep you updated with clear, no-fluff reports. Let’s talk about your current portfolio and goals — I’ll show you how to make it work harder, without unnecessary risks.

₹10,000 INR in 7 days