Finance
Suggest the Future Investment Portfolio of a Family Office Based on your Analysis of Past Investments and Market Trends
Invest stocks, track their performance and learn from experience and analysis what is the ideal investment portfolio for a small business
Certified by
Role
Investment Analyst (Finance)
Industry
Finance
No. of Subscribers
29
Level
Advanced
Time Commitment
Submit First Draft in 15 days
Duration
30 days
Tools you’ll learn
Here’s What You Work On
About the Company
Wealthup is a platform that understands your current financial situation, helps you identify the gaps and guides you in filling these gaps.
It gathers insights about your finances and offers the right financial products for you - personalised to your needs.
Explore
the following work techniques
Stock simulators
Stock analysis
Risk-return analysis on investment
Bridging the gap
The ability to manage a successful investment portfolio is one of the highest-paying roles in the finance industry. The road to becoming a successful asset manager is long and can only be achieved after years of experience - but it all starts right here by learning the basics of stock prediction, diversification of investments and honing your predictions through simulations and data.
Apply
the following skills
Market and regulatory environment
Portfolio management
Expected output
In this menternship, you will revamp an investment portfolio by dumping unprofitable stocks and adding profitable ones to it
Create
the following deliverables
Assessment of current portfolio
A new and profitable investment portfolio
What you’ll need before starting
Fundamental and technical analysis
