Best professionals offering portfolio manager services in Lucknow
Get free quotes from professionals.
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 ...
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
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