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I am looking for clear, practical financial guidance that will help me grow enough income to pay off my parents’ debts and give them the comfort they deserve. I have decided to focus on investment rather than simply cutting costs, and more specifically I want to concentrate on reksa dana (mutual funds). What I need from you is a step-by-step coaching experience: laying out the best products for my risk profile, showing me how to compare management fees and historical returns, and then guiding me through the actual purchase process—either through an online platform or a trusted bank partner here in Indonesia. By the end of our engagement I should have: • a personalised investment roadmap with clear monthly targets, • a shortlist of recommended reksa dana products with justifications, and • the confidence (plus the practical know-how) to execute my first buy and set up automatic top-ups. If you have proven experience helping first-time investors navigate reksa dana—especially in Bahasa Indonesia—please let me know how you would approach these deliverables and an estimated timeline for getting me fully set up.
Proje No: 40071317
10 teklifler
Uzaktan proje
Son aktiviteden bu yana geçen zaman 2 ay önce
Bütçenizi ve zaman çerçevenizi belirleyin
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Teklifinizin ana hatlarını belirleyin
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10 freelancer bu proje için ortalama $31 USD/ saat teklif veriyor

Hi there, I’ve read your brief and I’m confident I can guide you step-by-step to grow a reliable reksa dana portfolio that supports your goal of paying off your parents’ debts while building lasting comfort for your family. With hands-on experience helping first-time Indonesian investors navigate mutual funds and a Bahasa Indonesia-friendly coaching approach, I’ll tailor a practical, results-driven plan. What you will get: - A risk-based investment roadmap that links monthly targets to your debt payoff timeline. - A concise shortlist of reksa dana products with clear, data-driven justifications (expense ratios, fund size, manager track record, and consistency; emphasis on true risk-adjusted performance rather than raw returns). - A guided purchase process on your preferred channel—online platforms like IPOT or Bareksa or a trusted bank partner (e.g., Mandiri Sekuritas, BCA Sekuritas)—with automatic monthly top-ups and a simple monitoring ritual. How we’ll work: - Phase 1: determine risk tolerance and define product personas. - Phase 2: build a transparent comparison framework and select top candidates. - Phase 3: execute first buy and set up automation, with a 2-week check-in to adjust. Deliverables by the end: your personalized investment roadmap with monthly targets, the rationale for each recommended fund, and the confidence to execute your first purchase with automatic top-ups. Estimated timeline: about 10–14 days to get you fully set up, subject to platform access a
$25 USD 32 gün içinde
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Hey Sulis M., I just finished reading the job description, and I see you are looking for someone experienced in Investment Research, Investment Management, Financial Planning, Financial Analysis, Financial Consulting, Financial Research, Finance and Business Analysis. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have a few questions: 1. Are all these requirements? If not, please share more detailed requirements. 2. Do you currently have anything done for the job, or does it have to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects. 2. I have not received a single bad feedback in the last 5-6 years. 3. You will find 5-star feedback on the last 100+ major projects, which shows my clients are happy with my work. I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Fatima Waqar.
$25 USD 19 gün içinde
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Salam my friend, I was like you seeking salvation from parents debt, buzzeled and young I made lots of mistakes that only made me wiser. I am currently studying MBA which enabling me for financial research, analysis and planning, also investment and wealth management. I will gladly help you through your crisis and will be more than happy to search legal and local regulations for the best investment outcomes. feel free to contact me any time.
$25 USD 20 gün içinde
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Bonjour ,laissez moi vous surprendre avec mes conseils et je vous assure que vous n'allez pas le regretter..
$38 USD 40 gün içinde
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Hey Sulis M., I would like to guide you through a practical, step-by-step process to start investing in reksa dana and achieve your goal of growing income to support your parents. My approach: • Risk-profile assessment: Understanding your comfort with risk and investment horizon to select suitable reksa dana categories (equity, balanced, fixed income, money market). • Product comparison: Evaluating management fees, historical returns, and fund manager credibility, providing you with a shortlist of recommended funds with clear justifications. • Purchase guidance : Walking you through the investment process via online platforms or trusted banks in Indonesia, including setup of automatic top-ups. • Monthly roadmap: Creating a simple plan with clear monthly investment targets and milestones to track progress. • Confidence & practical know-how: Ensuring that by the end of our coaching, you can independently make purchases and monitor your portfolio. Questions before starting: Approximate capital available for initial investment and monthly top-ups. Your preferred investment horizon (short-term vs. long-term). Any limitations regarding online platforms or banks you want to use. I can deliver a first personalised roadmap and fund shortlist, followed by live or guided sessions to complete the purchase setup. My experience includes helping first-time investors in Indonesia navigate reksa dana and building confidence to invest safely and effectively. Regards, Atta
$30 USD 40 gün içinde
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I’m Leland Andrew Harper, founder of Harper & Co, and I specialize in providing practical, step-by-step financial guidance that empowers clients to achieve tangible results. I understand the importance of your goals — helping your parents achieve financial comfort while building your own investment confidence — and I have experience guiding first-time investors through structured investment strategies, including reksa dana in Indonesia. Here’s how I would approach your engagement: 1. Risk Assessment & Roadmap – I’ll start by understanding your financial situation, risk tolerance, and goals. From there, we’ll develop a personalized investment roadmap with clear monthly targets aligned with your objectives. 2. Product Selection & Analysis – Together, we’ll create a shortlist of reksa dana products suitable for your profile. I’ll show you how to compare management fees, historical returns, and fund stability, providing clear justifications for each recommendation. 3. Hands-On Execution – I’ll guide you through the purchase process, whether via online platforms or trusted bank partners in Indonesia, including setting up automatic top-ups for consistent investment growth. By the end of our engagement, you’ll not only have a structured plan and recommended products but also the confidence and practical know-how to manage your investments independently. I can also provide guidance in Bahasa Indonesia to ensure clarity at every step.
$38 USD 40 gün içinde
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★★★ TOP 1% in Freelancer★★★ I’m excited to bring my experience as Sr. Business Analyst as with 20+ years of building ERP n BIG Software Solutions for world market. I lead a development team as well as Marketing Team that helps early-stage founders launch MVPs faster, smarter, and cost effectively. We specialize in software architecture, deep learning, full-stack development, AWS, and CMMI 3.5 project management— covering covering the full spectrum from strategy to execution. Our portfolio spans startups and enterprises: Startup Products * Data Entry *Customer Support 24*7 *Excel / Word Operation *LinkedIn *Chat Support *Calling Support *Business Plans / Marketing Strategy/ * Digital Marketing *Social Media Marketing * Internet Marketing *Any type of Data Operation Corporate Consulting for World largest group These projects show our ability to solve real-world problems across energy, healthcare, urban planning, and enterprise consulting with scalable AI solutions. I’d love to apply this blend of technical depth and execution-focused leadership to deliver your product quickly and effectively. Let’s connect to explore how we can accelerate your roadmap. Regards, PVSYS GROUP Sr. Business Analyst Swarna " IF YOU THINK THEN WE CAN
$41 USD 39 gün içinde
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I have strong knowledge of Mutual Funds and financial markets, with hands-on experience in analyzing, selecting, and explaining the best mutual fund schemes based on risk profile and financial goals. SIP & Lumpsum investment planning Goal-based investment planning (Wealth creation, Tax saving, Child education, Retirement) Portfolio review & rebalancing Market trend analysis & fund performance tracking Knowledge of NISM VA certification standards
$25 USD 40 gün içinde
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Daerah Khusus Ibukota Jakarta, Indonesia
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