Browse categories
Explore
Fiverr Pro
English
$
USD
I will be your professional investment advisor
Rathi F
About this gig
Strategies for your financial planning and wealth management.
Expert advice on instruments of investments. Long-term financial planning. Saving and investments.
Let's discuss your financial objectives in the next 2 years and the next 5 years; then perhaps in the next 10-15 years. What have you planned ? What are your liabilities and assets ? How about you plan to build assets ? How is your cash flow situation ? Let's discuss how to improve your cash flow.
How do you decide whether to rent or buy ?
Cash or gold ?
Funds ?
Initially, we will set the scope of work that I will do for you. You can communicate anything. I will ask you questions to assess financial awareness, current investments, financial objectives, etc before working on the best plan for you.
As needed, I'll send you the files with the planning and portfolio.
Get to know Rathi F
Rathi F
Structured planning to help you reach milestones like retirement
- FromIndia
- Member sinceJun 2015
- Last delivery4 years
Languages
English
I am an experienced Private Banker and have successfully helped many people turn their finances around! With a small team of 5 members we have 50 Million Assets under management and have a portfolio of 20+ UHNW (Ultra High Networth) clients.
If you also have the dream to finally be financially free, I am the right person for you.
I will help you in building an understanding what it takes to be "financially secure" and independent. You deserve to know, what only the top 10% of our world have access to.
Start your journey now and get the financial snowball rolling so you are set for ever!
