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koushik_bhat

Koushik B

@koushik_bhat
5,0(1)
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Sobre mim
Do you want to grow your wealth with a smart, personalized investment plan? I have cleared my CFA level 2 exam, I have hands-on experience in portfolio construction, asset allocation, and investment research of 5+ years. Whether you’re just starting out or want to optimize your current investments, I'll help you create a solid portfolio tailored to: • Your risk appetite • Time horizon • Personal goals My approach goes beyond recommendations — I guide clients through every step of their financial and educational journey, ensuring clarity, confidence, and long-term success.... Saiba mais

Habilidades

k
koushik_bhat
Koushik B
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Conheça meus serviços

Consultoria de Investimentos
I will provide tailored financial guidance and portfolio strategy
5,0(1)

1 Avaliações
5,0

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Classificação detalhada
  • Nível de comunicação do freelancer
    5
  • Qualidade da entrega
    5
  • Valor da entrega
    5
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    Amazing seller, was sceptical at first but after 1 lesson proved he is a true reliable source to learn from, went above and beyond, provided great learning materials, videos, analysized my portfolio and suggested ideas for improvements, showed me the chart basics for which stock is safe and the why/...

    Até US$ 50

    $

    1 dia

    Tempo

    gig

    Consultoria de Investimentos

    Útil?
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