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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: 40074400
13 teklifler
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Son aktiviteden bu yana geçen zaman 1 ay önce
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13 freelancer bu proje için ortalama $33 USD/ saat teklif veriyor

Hi there, Based on your brief, we understand you’re looking for structured, step-by-step guidance to begin investing in reksa dana, with a focus on financial security for your family. At 8veer Consultancy, we specialize in first-time investor coaching and have supported individuals across Southeast Asia—particularly in Indonesia—through personalized reksa dana strategies. We’ll provide a tailored investment roadmap aligned to your monthly targets, a curated list of funds matched to your risk profile, and direct support through the setup and purchase process via trusted Indonesian platforms and bank partners. Our bilingual advisors ensure full clarity in both Bahasa Indonesia and English. We estimate completion within 7 working days and will equip you with the skills, tools, and ongoing automation setup to begin confidently. Best Regards, 8veer Consultancy
$50 USD 18 gün içinde
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Good Day, I have carefully reviewed your requirements and am confident in delivering a tailored step-by-step coaching experience for investment in reksa dana, designed to meet your financial goals and risk profile. This will include detailed guidance on selecting suitable mutual fund products, analyzing management fees and historical performance, and hands-on support during the purchase process through trusted Indonesian platforms or banks. To achieve this, we can adopt a structured approach starting with risk assessment, followed by product evaluation and comparison, then proceed to practical execution and investment monitoring strategies to ensure steady progress toward your debt repayment and comfort goals. I am committed to maintaining transparent communication throughout our collaboration and welcome any questions or revision requests to ensure your complete satisfaction. I look forward to partnering with you to empower your investment journey and achieve meaningful financial growth. Regards Ronel
$35 USD 14 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 Management, Finance, Investment Research, Financial Consulting, Financial Analysis, Financial Research, Business Analysis and Financial Planning. 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 31 gün içinde
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Hey Sulis M., After carefully reviewing your requirements, I am confident in providing a personalized, step-by-step coaching program for investing in reksa dana that aligns with your financial goals and risk profile. This will include guidance on selecting the right mutual fund products, evaluating management fees and historical performance, and hands-on support throughout the purchase process via trusted Indonesian platforms or banks. Our approach will be structured: beginning with a risk assessment, followed by product evaluation and comparison, and then moving into practical execution and ongoing monitoring to help you make informed decisions and steadily work toward debt repayment and financial comfort. I am committed to transparent communication throughout our engagement and welcome any questions or adjustments to ensure your satisfaction. I look forward to guiding you on your investment journey and helping you achieve meaningful financial growth. Best regards, Atta
$30 USD 40 gün içinde
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Hello, Thank you so much for posting this opportunity. It sounds like a great fit, and I’d love to be part of it! I’ve worked on similar projects before, and I’m confident I can bring real value to your project. I’m passionate about what I do and always aim to deliver work that’s not only high-quality but also makes things easier and smoother for my clients. Feel free to take a quick look at my profile to see some of the work I’ve done in the past. If it feels like a good match, I’d be happy to chat further about your project and how I can help bring it to life. I’m available to get started right away and will give this project my full attention from day one. Let’s connect and see how we can make this a success together! Looking forward to hearing from you soon. With Regards! Abhishek Saini
$25 USD 40 gün içinde
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Hi,Good evening,I would like to introduce myself,I am AMFI Certified MFD having overall 20 years of experience in Accounting, Investment, Financial Planning & Taxation. So definitely I can help you do the financial planning and investment purpose.
$25 USD 40 gün içinde
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★★★ TOP 1%★★★ I’m excited to bring my experience as CMD 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, CMD PVSYS GROUP LinkedIn Followers = 15 K worldwide Impressions on posts = 200 Millions Earning = 500 K Euro from 20012 " IF YOU THINK THEN I CAN
$45 USD 40 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 Portfolio review & rebalancing Knowledge of NISM VA certification standards
$25 USD 40 gün içinde
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I work with UHNW and billionaire capital, applying institutional portfolio principles to build disciplined, risk-managed investment strategies. I help individual investors implement the same approach using reksa dana and mutual fund platforms. Your goal of growing income through investing and securing your family’s financial future requires structure, not product selling. I begin by assessing monthly investable surplus, debt timelines, risk tolerance, and time horizon to define a clear investment mandate. I design globally diversified, mixed-allocation portfolios inspired by equity long-short and net-beta-zero frameworks similar to AQR long-short and AQR Apex style strategies, combined with global quality equity funds such as Jupiter Merian Global. The focus is consistent compounding with controlled drawdowns across market cycles. Fund selection is based on manager quality, performance consistency in bull and bear markets, expense efficiency, correlation benefits, and risk-adjusted returns. Each fund has a defined role in the portfolio. You receive a clear monthly investment plan, fund-wise allocation, conservative return expectations, and a roadmap aligned with debt repayment goals. I also provide step-by-step guidance on platform selection, account setup, first investment execution, and automatic SIP top-ups, so you can manage the portfolio independently. The full setup is completed in approximately three weeks. Vineet Shukla
$38 USD 40 gün içinde
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Daerah Khusus Ibukota Jakarta, Indonesia
Ara 17, 2025 tarihinden bu yana üye
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