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Motilal Oswal Financial Services logo — Motilal Oswal Financial Services Wealth Management Intern at Motilal Oswal Financial Services
Motilal Oswal Financial Services

Wealth Management Intern

InternshipIn OfficeMumbai, Maharashtra6 months30K/mo3 openingsImmediate / Rolling

About this internship

Motilal Oswal Financial Services has an open Wealth Management Intern position in Mumbai for motivated freshers and final-year students. You will work on live financial data, learn the controls a broking & capital markets operates under, and finish with work you can genuinely talk about in…

Skills you'll use

Mutual FundsPortfolio AnalysisFinancial PlanningMS ExcelClient ReportingAsset AllocationCapital MarketsNISM FundamentalsClient CommunicationRelationship Building

What you'll do

  • Support portfolio reviews, client reporting and mutual-fund research alongside the core broking & capital markets team
  • Work in Excel and internal systems on live financial data
  • Prepare schedules, reconciliations and reports for senior review
  • Research companies, customers, products or regulations as required
  • Present analysis clearly in notes and decks for stakeholders
  • Follow documentation and control standards required in a regulated business

Who can apply

  • Pursuing or recently completed MBA (Finance)/BBA/B.Com/CFP/CFA L1 — 2026 freshers & final-year students welcome
  • Working knowledge of Mutual Funds, Portfolio Analysis, Financial Planning (or a genuine willingness to learn them)
  • Strong numerical ability and comfort working in MS Excel
  • Care with detail and the discipline to document work properly
  • Clear written and verbal communication in English
  • Based in or willing to work from Mumbai, Maharashtra

Perks & benefits

Live project experience on real financial dataExposure to BFSI systems and reporting toolsPre-Placement Offer (PPO) opportunityFlexible working hoursNetworking with senior finance professionals

Interview & selection process

3 rounds — typical selection flow for this role:

  1. 1Application screening & resume shortlisting by the talent team
  2. 2Discussion with the hiring manager on the function and your fit
  3. 3HR discussion — stipend, start date, expectations and offer

About Motilal Oswal Financial Services

Motilal Oswal Financial Services is a broking & capital markets operating in India's banking and financial services sector, with an active presence in Mumbai. Its work sits inside a regulated environment — which means interns here learn not just how a number is produced, but why it has to be…
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