About the Internship
Selected intern's day-to-day responsibilities include:1. Assist in preparing financial plans for individuals and families.
2. Support the team in portfolio analysis and asset allocation.
3. Research and analyze various investment products such as mutual funds, insurance, PMS, and alternative investments.
4. Help in client onboarding documentation and KYC processes.
5. Track market trends, fund performance, and prepare basic reports and presentations.
6. Coordinate with senior advisors for client reviews and follow-ups.
7. Maintain records and assist in compliance-related documentation.
Number of Openings
10 openingsPerks of this Internship
Certificate Recommendation letter
Other Requirements
1. are available for full time (in-office) internship
2. have relevant skills and interests
3. can start the internship between 6th Feb'26 and 13th Mar'26
4. are available for duration of 6 months
5. have already graduated or are currently in any year of study
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