Browse categories
Explore
Fiverr Pro
English
$
USD
Koushik B
@koushik_bhat
India
English
About me
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.
Skills
Koushik B
Offline •
See my services
Investments Advisory
I will provide tailored financial guidance and portfolio strategy
1 Reviews
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
1-1 out of 1 Reviews
Sort By
Most relevant
jamster87
Hong Kong
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/...
Helpful?
