Finance Generalist

Finance Generalist

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Mutual Fund Advisory

Selection of mutual funds customized to your financial goals.

Scope of services
  1. Creation of profile
  2. Generation of Model Portfolio
  3. Execution of Mutual Fund Orders
Vikrant Choksy Investment Advisor, Finance Generalist
India | Exp: 15 years | Charges/hr: $20

The best portfolio is one that meets your financial goals!

4.9 10 rating(s)
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Charges $25
Can't find what you want? We will find it for you!

Portfolio Assistance

I can help you create and manage a Portfolio of investments based on your preferences and risk profile.

Scope of services
  1. Risk Profile Creation
  2. Portfolio Analysis (Existing and New)
  3. Guidance to execute new Portfolio Investments as per agreed terms.
Vikrant Choksy Investment Advisor, Finance Generalist
India | Exp: 15 years | Charges/hr: $20

The best portfolio is one that meets your financial goals!

4.9 10 rating(s)
See all services
Charges $10
Can't find what you want? We will find it for you!
Can't find what you want? We will find it for you!

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