I will help you with financial modeling and investment analysis


About this gig
I provide professional investment analysis and planning for individuals, startups, and funds. I review your current holdings, assess risk and performance, and deliver a clear report with actionable recommendations.
My 3-step service structure:
1. Portfolio Analysis (Basic): Review your asset allocation, risk profile, and performance. Deliverable: Summary report with strengths and weaknesses.
2. Investment Plan (Standard): Includes analysis + a 35 year strategic plan with asset allocation, rebalancing, and specific recommendations. Deliverable: Comprehensive investment plan document.
3. Performance Monitoring (Premium): Includes plan + 3 months of monthly performance reports and proactive rebalancing advice based on market movements. Deliverable: Initial plan + 3 monitoring reports + chat support.
What I need from you: Current holdings, financial goals, risk tolerance, and any constraints (e.g., Shariah-compliant only).
Why me: 3+ years in banking and investment analysis, specialized in Shariah-compliant structuring, and designed a $50M multi-asset platform. Confidential and professional. Excel models and PDF reports included.
Get to know Abdulgadir M
Investment Analyst
- FromSudan
- Avg. response time1 hour
Languages
English, Arabic
FAQ
Do you have experience with Shariah-compliant (Islamic) investments?
Yes, absolutely. Structuring Shariah-compliant investment products is my core specialization. I can ensure that all recommendations avoid interest (Riba), excessive uncertainty (Gharar), and restricted industries.For the premium package, I will also need periodic updates during the monitoring phase.
What information do you need from me to start?
I typically need a list of your current investments/assets, your financial goals (e.g., growth, income, retirement), your risk tolerance, and any specific restrictions (like Shariah-compliance).
Will my financial data be kept confidential?
Yes, 100%. I treat all client financial information with the strictest confidentiality. I am also happy to sign a Non-Disclosure Agreement (NDA) prior to starting the work. How long does delivery take? The Basic analysis is delivered within 3 business days. The Standard plan takes 7 business days.
Can you handle large portfolios or institutional funds?
Yes. I have worked on structuring multi-asset platforms valued at over $50 million. I am comfortable handling complex portfolios, large funds, and institutional-level financial models.
What if I need revisions?
All packages include a specific number of free revisions (Basic: 3, Standard: 5, Premium: 7). I want you to be 100% satisfied with the final output before we close the order.

