Wealth Management

About the Role

About the internship: Selected intern's day-to-day responsibilities include: 1. Analyzing investment statements, market trends, and investment performance to support client portfolio management by reviewing data and identifying key insights. 2.

Using strong verbal and written communication skills to interact with clients, understand their needs, and present financial information clearly by conducting meetings and preparing clear reports. 3.

Applying proficiency with financial software, such as Microsoft Excel or financial planning tools, to perform data analysis and manage client information by creating spreadsheets and tracking investment portfolios. 4.

Demonstrating an understanding of financial markets, investment products, and economic indicators to assist in making informed investment recommendations by researching trends and presenting actionable insights. 5.

Maintaining a high level of accuracy in managing financial data, preparing reports, and ensuring compliance with regulatory requirements and internal procedures by double-checking data entries and ensuring adherence to standards.

Who can apply: Only those candidates can apply who: are available for full time (in-office) internship can start the internship between 13th Jul'26 and 3rd Aug'26 are available for duration of 6 months are from Ahmedabad only have relevant skills and interests •Women wanting to start/restart their career can also apply.

•Freshers looking for jobs may also apply Stipend: INR₹ 7,000 - 15,000 /month Deadline: 2026-07-08 23: 59: 59 Other perks: Certificate, Letter of recommendation, 5 days a week, Free snacks & beverages, Job offer Skills required: MS-Office, Finance, MS-Excel, Financial Modeling, English Proficiency (Spoken) and Research and Analytics Other

Requirements

• 1.
• Candidate with a finance major in bachelor’s or master’s degree.
• 2.
• Candidate who has cleared the NISM Series V-A Examination.
• 3.
• Candidate who has cleared or is pursuing CFP (Certified Financial Planner), CWM (Chartered Wealth Manager), or CFA (Chartered Financial Analyst) programs.

About the Company

With over 30 years of presence in the industry, our wealth management firm is based in Ahmedabad, Gujarat, and Jaipur, Rajasthan. We are a team of dynamic individuals who focus on providing quality and exclusive services for personal finance to our investors.

Additional information: Stipend Structure: Fixed pay: ₹ 5,000 - 10,000 /month Incentive pay: ₹ 2,000 - 5,000 /month Job offer: On successful conversion to a permanent employee, the candidate can expect a salary of ₹ 200000 to 300000/year