Flexible Freelance Investment Advisor Role -- 2

@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.

@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.