INDIAWEALTH is a wealth management and investment advisory platform focused on delivering personalised financial solutions to individuals and families. We are seeking a motivated and detail-oriented Intern to support our investment advisory and financial planning functions.
This role offers hands-on exposure to portfolio construction, financial analysis, and client servicing within a professional wealth management environment.
Key Responsibilities:
- Assist in maintaining and updating client records, investment data and internal trackers
- Support preparation of reports, presentations, and review materials for internal use
- Conduct basic research on mutual funds and other financial products as required by the team
- Track market updates and prepare concise summaries for internal circulation
- Coordinate with operations and support teams for documentation, onboarding, and transaction follow-ups
- Handle routine administrative tasks to ensure smooth day-to-day functioning of the team
- Make outbound calls to prospective and existing clients to introduce services, follow up on leads, and schedule meetings
- Maintain call records, track responses, and update lead status in internal systems
Eligibility Criteria:
- Pursuing or recently completed graduation in Commerce, Finance, Economics, or related fields
- Strong interest in financial markets and investments
- Good communication and organisational skills
- Basic working knowledge of MS Excel and PowerPoint
Preferred Qualifications:
- Graduation in Commerce/ Finance field
- Candidates pursuing CA / CFA / MBA (Finance) preferred
- Prior internship or exposure to financial services is an advantage
Pay: ₹8,000.00 - ₹10,000.00 per month
Work Location: In person
