Flexible Freelance Investment Advisor Role -- 2

₹12500-37500 INR

Closed

Posted 2 months ago

₹12500-37500 INR

Paid on delivery

I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees collected—there’s no upper limit. • All research tools, compliance templates, and client-management software are already in place; you simply log in and start advising. • I handle marketing and lead generation, leaving you free to focus on delivering quality guidance. What success looks like ✓ Thorough client fact-find documented in our CRM ✓ Written investment plan covering asset allocation, product selection, and rebalancing triggers ✓ 30-minute review call completed and summarised in notes ✓ Ongoing follow-ups scheduled If you’re a registered advisor (or working toward registration) with a track record in ETFs, mutual funds, or alternative assets and you value autonomy, drop me a brief note outlining your credentials and preferred working hours. Let’s build something profitable together.

Financial Consulting

Investment Management

Financial Services Tax

Financial Research

Project ID: 40209260

About the project

3 proposals

Remote project

Active 1 mo ago

Looking to make some money?

Email address

Benefits of bidding on Freelancer

Set your budget and timeframe

Get paid for your work

Outline your proposal

It's free to sign up and bid on jobs

3 freelancers are bidding on average ₹27,333 INR for this job

@Savan9995

Hello, I’m a Chartered Accountant with strong experience in client fact-finding, risk profiling, and portfolio construction across ETFs and mutual funds. I’m comfortable handling end-to-end advisory interactions—from understanding client objectives to documenting investment plans and follow-ups in CRM. I work well in structured advisory setups and value autonomy with accountability. I can manage client calls, prepare written investment plans, and ensure timely reviews and documentation as outlined. I’m available for flexible hours and can scale client load based on workflow. Happy to discuss compensation structure, onboarding process, and tools you’re currently using. Looking forward to exploring a long-term collaboration. Best regards, CA Savan Thakkar.

₹37,500 INR in 7 days

0.0

(0 reviews)

0.0

@Shainamalhotra05

As a seasoned Chartered Accountant with over a decade of experience, my professional journey has armed me with a strong understanding of fiscal dynamics and financial analysis, making me an ideal fit for your freelance investment advisor role. My skillset revolves around ensuring accuracy, timeliness, and clear communication, crucial traits that the financial advisory world demands. Over the years, I've had the opportunity to work with diverse clients ranging from aspiring startups to well-established firms. This exposure catalyzed my profound knowledge regarding compliance, investment planning, and risk assessment - key facets as an investment advisor. Leveraging this expertise, I assure you thorough client fact-finding documented in our CRM and comprehensive written investment plans. In addition to robust skills and industry experience, I also bring a results-driven mindset into the equation. A compensation structure based on performance aligns perfectly with my personal ethos as it rewards dedication and quality work output. As you handle marketing and lead generation,you can rest assured that I'll use my time efficiently and productively to deliver top-notch guidance to our clients. Given the opportunity, let's co-create value by building something profitable together.

₹29,500 INR in 3 days

1.0

(1 review)

0.1

@SujanyaGupta01

Hello I am Sujanya Gupta, CFA Level 2 candidate, passed CFA Level 1 with an overall score of 1780/1900 and an accuracy of above 70% in subjects like Portfolio Management, Equity Valuation, Fixed Income and Derivatives. I am certified by NSE Academy in Investment Analysis and Portfolio Management with a score of 94.75%. Have some experience of managing portfolios involving Mutual funds and ETFs, proficient in MS excel, learning advanced valuation and financial modelling to further enhance my portfolio management and investment analysis knowledge. Open to work in flexible work hours and discuss about further workings, looking forward to a long term collaboration for making something big. Best Regards Sujanya Gupta

₹15,000 INR in 7 days