1. Conduct in-depth equity research and analysis of the stock market to identify potential investment opportunities and risks
2. Assist in creating and managing well-balanced and diversified portfolios for clients, considering their risk tolerance and financial goals
3. Collaborate with financial planners to develop comprehensive financial plans for clients, covering areas like retirement planning, tax optimization, and estate planning
4. Complete assigned projects and tasks related to market analysis, financial modeling, and other research-based assignments
5. Participate in the development and execution of marketing campaigns to promote the firm's services and reach potential clients
6. Conduct live webinars and sessions to educate clients and the user base on market trends, investment strategies, and financial planning tips
7. Engage with clients to understand their financial needs and provide personalized recommendations
8. Stay up-to-date with the latest market trends, financial news, and industry developments to enhance your expertise
9. Guide and assist clients in opening a Demat account to facilitate smooth equity trading and investments
1. are available for the work from home job/internship
2. can start the work from home job/internship between 14th Apr'24 and 19th May'24
3. are available for duration of 1 month
4. have relevant skills and interests
Perks
Certificate Letter of recommendation
Number of openings
9
About One's Own Financer
We, as a leading finance and stock market analysis firm, were established in 2020. We specialize in equity research, and portfolio management, offering tailored financial solutions to our diverse client base of over 250 individuals and businesses. With a team of seasoned financial experts and market analysts, we provide valuable insights and recommendations to empower our clients in making informed investment decisions.
Our personalized portfolio management services cater to individual risk tolerance, financial goals, and time horizons, ensuring optimal asset allocation for maximum returns and minimized risks. Our comprehensive financial planning covers areas such as retirement planning, tax optimization, and estate planning, paving the way to financial freedom and prosperity. We prioritize trust, transparency, and professionalism, enduring relationships with our clients.
