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English
$
USD
I will optimize your investment portfolio for maximum return and lowest risk
Tahir CFA
5.0
5.0
About this gig
Is your portfolio underperforming or too risky? Let a finance M.Phil fix it.
I'm Tahir Ayub, a financial analyst with an M.Phil. in Finance and 10+ years of experience helping individuals and businesses optimize or build investment portfolios for maximum return and lowest risk.
Whether you already own a mix of stocks, bonds, ETFs, or crypto, or you're starting with cash and want a smart allocation plan. I'll help you take control with data-driven strategies using Modern Portfolio Theory (MPT), Sharpe Ratio, CAPM, and risk-adjusted modeling.
What I offer:
- Portfolio Review Risk/return analysis, diversification check, and 1-page summary
- Portfolio Optimization (up to 30 assets) - Rebalancing strategy, asset mapping, allocation insights
- Advanced Optimization (50+ assets) Excel model, visual reports, custom strategy
- New Portfolio Setup Starting from zero? I'll build a personalized investment plan aligned with your goals and risk
Ideal for:
Individual investors, startup founders, professionals, and anyone serious about long-term wealth.
Get to know Tahir CFA
Tahir CFA
Certified Financial Analyst and Pro in Forecasting Valuation
- FromPakistan
- Member sinceSep 2013
- Last delivery8 months
Languages
English
I'm a Certified Financial Analyst and QuickBooks ProAdvisor with over 10 years of experience in financial modeling, forecasting, and business valuation.
I specialize in building investor-ready models, accurate financial reports, and clear data-driven insights for startups, small businesses, and CFOs. Whether you're planning to raise capital, apply for a loan, or exit your business, I help you present the numbers with confidence.
Services I offer:
Financial Modeling & Valuation
3 to 5-Year Financial Projections
QuickBooks Setup & Bookkeeping
DCF, Comparable & Scenario Analysis
Let’s work
My Portfolio
FAQ
What information do you need to get started?
I need your investment goals, risk tolerance, preferred industries, and any specific stocks or markets you want to focus on.
How do you select stocks for my portfolio?
I use Modern Portfolio Theory (MPT), Sharpe Ratio, Value at Risk (VaR), and risk-return analysis to identify the best-performing stocks with the lowest risk.
Do you provide investment advice?
No, I do not provide financial advice. I offer data-driven stock analysis and portfolio optimization to help you make informed investment decisions.
Will I receive a detailed report?
Yes! You’ll receive a full analysis report, including portfolio allocation, stock selection rationale, risk assessment, and performance metrics.
Can I request a custom portfolio strategy?
Absolutely! If you have specific requirements, send me a message, and I’ll tailor the portfolio strategy to your needs.
Do you consider international stocks?
Yes! I analyze both local and global markets, depending on your preferences and investment objectives.
Reviews
2 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
N nils_kaerle
Switzerland
Ongoing collaborationIt was always a pleasure to work with Tahir! Quick responsiveness, friendly and gets back to you for clarifications.
$50-$100
Price
9 days
Duration
Helpful?N nils_kaerle
Switzerland
Ongoing collaborationI haven't received the results yet, but the first impression is good.
$50-$100
Price
3 days
Duration
Helpful?
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
N nils_kaerle
Switzerland
Ongoing collaborationIt was always a pleasure to work with Tahir! Quick responsiveness, friendly and gets back to you for clarifications.
$50-$100
Price
9 days
Duration
Helpful?N nils_kaerle
Switzerland
Ongoing collaborationI haven't received the results yet, but the first impression is good.
$50-$100
Price
3 days
Duration
Helpful?
