Portfolio Management for Stock Investments
Budget: ₹12,500 – ₹37,500 INR
I’m seeking a professional who can take full charge of portfolio management focused exclusively on stocks. My goal is to build a disciplined, data-driven equity portfolio that balances growth potential with prudent risk control.
You will be responsible for researching and selecting individual stocks, defining allocation targets, monitoring performance, and regularly adjusting positions as market conditions evolve. A clear, written strategy that explains your screening criteria, position-sizing logic, and rebalancing triggers will be essential.
Deliverables will include:
• An initial portfolio proposal with ticker symbols, allocation percentages, and rationale
• A concise risk assessment outlining volatility expectations and downside controls
• Monthly performance reports comparing results to an agreed benchmark
• Ongoing trade recommendations or execution guidance as opportunities arise
Experience with fundamental analysis tools, technical charting platforms, and portfolio-tracking software is important to me. If you’ve previously managed live equity accounts and can share verifiable performance data, that would give me extra confidence. Let’s discuss your approach and see how we can grow this stock portfolio together.
You will be responsible for researching and selecting individual stocks, defining allocation targets, monitoring performance, and regularly adjusting positions as market conditions evolve. A clear, written strategy that explains your screening criteria, position-sizing logic, and rebalancing triggers will be essential.
Deliverables will include:
• An initial portfolio proposal with ticker symbols, allocation percentages, and rationale
• A concise risk assessment outlining volatility expectations and downside controls
• Monthly performance reports comparing results to an agreed benchmark
• Ongoing trade recommendations or execution guidance as opportunities arise
Experience with fundamental analysis tools, technical charting platforms, and portfolio-tracking software is important to me. If you’ve previously managed live equity accounts and can share verifiable performance data, that would give me extra confidence. Let’s discuss your approach and see how we can grow this stock portfolio together.