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Financial Investment Advisor for Mutual Funds, Etfs & Trading

Published on the October 12, 2026 in Finance & Management

About this project

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A retired individual from Mumbai, currently residing in Canada, is seeking an experienced financial advisor for ongoing consultation. The primary need is for monthly advice, typically lasting less than 30 minutes per session, focusing on different types of investments including mutual funds, ETFs, and trading opportunities in India or the USA. The ideal freelancer will possess strong knowledge and proven experience in these financial areas. This is a long-term advisory role, not for a large company or investor, but for personal investment guidance. The consultant will provide insights and recommendations on specific companies or funds as requested.

Category Finance & Management
Subcategory Investment Research
Project size Medium

Project duration Not specified

Skills needed