Skill project3-7 daysIntermediate
Comprehensive Financial Plan for a Fictional Indian Client
A notebook or dashboard with data cleaning, strategy logic, backtest results, risk metrics, and limitations.
Steps
5
Outputs
7
ExcelAMFI data for MF returns (free)Moneycontrol or Value Research for MF informationExcel or Google Sheets
Open project workspaceOpen full project briefWhat to do
Scenario
You are working as a Asset Management. Your manager asks you to use Client Portfolio Advisory to answer a real business or investment question and present a decision-ready output.
Objective
Show that you can apply Client Portfolio Advisory in a practical analyst workflow, not only explain the theory.
How to start
- Define the hypothesis before coding.
- Select universe, date range, frequency, and benchmark.
- Create a reproducible notebook structure: import, clean, signal, test, evaluate, explain.
Step-by-step execution
- Clean and validate the dataset.
- Build signals or factors with no look-ahead bias.
- Run backtest with transaction-cost assumptions.
- Calculate returns, volatility, drawdown, Sharpe, hit rate, beta, and benchmark comparison.
- Write a limitations section explaining survivorship, data quality, and overfitting risk.
What to submit
- Brief
- Model or notebook
- Charts or dashboard
- Resume bullet
- Source and assumption log
- One-page executive summary
- Final output file
Data and sources
- Yahoo Finance or Stooq price data
- NSE/BSE public data
- FRED or World Bank macro data
- Company fundamentals from public filings
- Synthetic data when licensing blocks redistribution
Quality checklist
- No look-ahead bias or hidden future data.
- Benchmark and costs are included.
- Metrics show risk as well as return.
- Code is reproducible and readable.
- Conclusion admits limitations instead of overclaiming.
Interview talk track
- Problem: explain the business question and why it matters for Asset Management.
- Method: describe the data collected, assumptions made, and analysis performed.
- Decision: state the recommendation, key risk, and what would change your view.
Resume bullet
Built a a notebook or dashboard with data cleaning, strategy logic, backtest results, risk metrics, and limitations. for Client Portfolio Advisory, using Excel, AMFI data for MF returns (free), Moneycontrol or Value Research for MF information to convert raw information into a decision-ready finance output.