I will conduct financial research and investment portfolio management

J
jasdev02
J
jasdev02
Jasdev Singh
conduct financial research and investment portfolio management
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conduct financial research and investment portfolio management

About this gig

Offer comprehensive investment portfolio management service. Including reviewing your existing holdings, discussing financial goals, recommending suitable portfolio mix as per the risk tolerance, building a dashboard to monitor investments, and rebalancing regularly at defined intervals.

Get to know Jasdev Singh

Jasdev Singh

Investment Professional, CFA

  • FromIndia
  • Member sinceDec 2025
  • Last delivery3 months

  • Languages

    English
Investment professional with ~12 years of corporate experience. Skilled in investment research, technical analysis, financial markets and portfolio management. CFA charterholder since 2019.

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