Best professionals offering portfolio manager services in Lucknow

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Devansh Mishra
₹ 2,000 per hour

Devansh Mishra

Portfolio manager, researchers

Accounting / Finance

As a graduate of the class of 2021 from Bachelors of investment management from mumbai university. I have accumulated 5 years of experience in freelan ...

Lucknow, Lucknow
Portfolio manager + 3
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Portfolio manager in Lucknow

Portfolio Management Service in Lucknow

Professional Requirements

To become a professional portfolio manager, one should have a degree in finance, accounting, or a related field. Additionally, they should have experience in managing investment portfolios and a strong understanding of financial markets.

Recommended Accreditations and Certifications

Industry professionals should consider obtaining certifications such as the Chartered Financial Analyst (CFA) or the Certified Investment Management Analyst (CIMA) to demonstrate their expertise.

Tips for Choosing the Best Service Provider

When selecting a portfolio manager, clients should look for experience in managing portfolios similar to theirs, a strong track record of performance, and a fee structure that aligns with their investment goals.

Questions to Ask Professionals

  • What experience do you have in managing portfolios similar to mine?
  • Can you provide examples of your past performance?
  • How will you communicate with me throughout the investment process?
  • What is your fee structure, and how will it impact my returns?

Useful References

For more information on portfolio management, clients can consult resources such as the CFA Institute or the Investment Management Consultants Association.

Average Prices for the Service in Lucknow

The average hourly fee for a portfolio manager in Lucknow is between 1500.0 and 2500.0.

Requesting a Quote

When requesting a quote for portfolio management services, clients should provide detailed information about their investment goals, risk tolerance, and portfolio requirements. This will enable the service provider to tailor their proposal to the client's specific needs and provide an accurate quote for their services.

Fees for Portfolio Management freelancers

The average daily fee for the experienced freelancers is ₹8500.

The fee varies depending on the city in which the are located. For instance, the average daily for a Portfolio Management in Delhi is ₹12000 while in Mumbai is ₹18000 or in Bengaluru is ₹20000.

portfolio manager jobs near Lucknow

  • Portfolio Manager

    3 weeks ago

    Kotak Mahindra Bank Lucknow, -Lucknow-Indira Nagar-UPD, Lucknow, Uttar Pradesh, India

    The Portfolio Manager – Retail Assets is responsible for managing collections and recovery operations within the assigned area. · The role involves overseeing repossession activities, coordinating with external agencies, handling legal formalities, · and ensuring timely resolutio ...

  • Team Collections Manager

    1 month ago

    Kotak Mahindra Bank Lucknow, Uttar Pradesh, India

    +Job summary · We are seeking a committed and results-oriented Team Collections Manager to lead recovery efforts within the Relationship Banking Group. · +Responsibilities · ...

  • Relationship Manager

    1 month ago

    V6 Arthgyan Llp Lucknow

    Manage HNI client portfolios with focus on mutual funds wealth management & investments Collaborate with sales team to acquire new clients through NISM certification Schedule attend and document client meetings Manage HNI client portfolios with focus on mutual funds wealth manage ...