Indian CA: Crypto Investment Strategy
Budget: €12 – €18 EUR
I hold a growing portfolio of digital assets and I now want a Chartered Accountant who is actively licensed in India to turn that collection into a clear, data-driven investment strategy. My immediate need is crypto portfolio management—specifically, investment strategy and planning—so tax filing guidance can wait until a later phase.
You will review my current coin holdings, understand my risk tolerance, and then design a step-by-step strategy that covers ideal position sizing, rebalancing triggers, and exit criteria. Please ground your recommendations in up-to-date Indian regulatory guidelines and illustrate the numbers with whichever tools you prefer—CoinTracking, Koinly, Excel, or your own dashboards—as long as I receive a concise written plan supported by clear calculations.
Acceptance criteria
• A 30-minute call to walk me through the plan and answer questions
You will review my current coin holdings, understand my risk tolerance, and then design a step-by-step strategy that covers ideal position sizing, rebalancing triggers, and exit criteria. Please ground your recommendations in up-to-date Indian regulatory guidelines and illustrate the numbers with whichever tools you prefer—CoinTracking, Koinly, Excel, or your own dashboards—as long as I receive a concise written plan supported by clear calculations.
Acceptance criteria
• A 30-minute call to walk me through the plan and answer questions