Wealth Management Intern
About this internship
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Skills you'll use
What you'll do
- Work on portfolio review, client reporting and product research alongside the core team
- Apply Mutual Funds, Portfolio Analysis, Financial Planning, Advanced Excel to live, production-facing problems
- Document your work clearly for reviewers and stakeholders
- Participate in reviews and act on the feedback you receive
- Collaborate across engineering, product, design or business as required
- Follow the team's quality, testing and documentation standards
Who can apply
- Pursuing or recently completed MBA (Finance)/B.Com/BBA/CFP/CFA Level 1 — 2026 freshers & final-year students welcome
- Working knowledge of Mutual Funds, Portfolio Analysis, Financial Planning (or a genuine willingness to learn them)
- Strong fundamentals in your discipline and clear problem-solving ability
- Care with detail and the discipline to document your work
- Clear written and verbal communication in English
- Based in or willing to work from Delhi, Delhi
Perks & benefits
Interview & selection process
3 rounds — typical selection flow for this role:
- 1Application screening & resume shortlisting by the talent team
- 2Technical interview on fundamentals and your projects
- 3HR discussion — stipend, start date, expectations and offer
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