Portfolio Management Service

Hello! Thank you for considering me for your project. I have extensive expertise in digital marketing, and have created more than 400 marketing plans. I'm well versed in current SEO/SEM/SMM protocols, email marketing campaigns, as well as marketing across social media platforms including: Facebook, Instagram, and Twitter. I am both Bing and Google AdWords Certified. I will work diligently to provide you with actionable insights to build your customer base, expand your reach, and provide you with more return business. With a Bachelor of Business Administration degree and Master of Business Administration, I will personally take on your project, not outsource it. How in-depth do you want your strategy? What is your end goal? I would love the opportunity wo work with you on this project, and invite you to contact me via Freelancer.com to discuss specifies. Thank you in advance! Gregory Bair

Hi, I am a MBA from one of the top B-schools in India and CFA level III qualified. In terms of professional experience, I have worked in consulting and banking domain in various roles and responsibilities. I have been freelancing from the past 3 years and have received an excellent feedback from my clients. You can check my jobs history for the same. I have assisted my clients in financial models, equity analysis etc. I have worked with numerous clients on the BI tools and excel spreadsheets. I can assure you quality work delivered on time. I am available immediately to start working on your project. Looking forward to get a message from you and start working on it immediately!

Dear client, Thank you for allowing me to post bid on your project. Description of project---- Iam ready to start now....i can provide you Great Quality and 100% Complete work I can do this job with good understanding and in estimated time frame. I ensure you that you will be 100% satisfied with my work. Please initiate a chat session for more discussion about the project. I am looking forward to working with you.

My understanding with the Project is that it requires a PPT kind of Presentation which lists down Pros/Cons and Scenario analysis for various Products being offered by Motilal Oswal either under PMS service or individual products. I think of this project as delivery of a PPT with details containing Cost & benefit analysis of subscribing to one or more of the following: 1. MO Investor Platform - Equity & Derivatives trading 2. PMS Service 3. MO Mutual Fund Products 4. Fixed Income Products 5. Insurance Products

Identified and investigated investment prospects evaluating risk parameters. Interfaced with sell-side research and consultants to screen investment ideas. Created and maintained Financial Models Conducted channel checks in various cities and evaluated consultant’s channel check research. Attended investment conferences and analyst day meetings to meet with management teams and to source new ideas. Constructing, monitoring and managing financial portfolio and writing portfolio update review. Building and Updating strategies for Investment and Constructing Quantitative Derivative/Equity Strategies. Sector analysis using macroeconomic factor and correlation. Preparing company quarter snapshot for quick review. Preparing Stock Positional Tracker for quick position review. Monitoring & Guiding Investments of clients by creating pitches and working on industry overviews, performing financial, fundamental analysis, technical analysis, and identifying investment opportunities and profiling target companies.