U GRO Capital

Wealth Management Intern

InternshipHybridThane, Maharashtra3 months18K/mo2 openingsImmediate / Rolling

About this internship

Join U GRO Capital in Thane as a Wealth Management Intern. This entry-level internship is designed for students and recent graduates who learn best by building, shipping and getting real feedback on wealth and investment advisory work. About the role As a Wealth Management Intern at U GRO Capital…

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Skills you'll use

Mutual FundsPortfolio AnalysisFinancial PlanningAdvanced ExcelClient ReportingMarket ResearchRisk ProfilingInsurance BasicsCommunication SkillsRegulatory Awareness

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 Thane, Maharashtra

Perks & benefits

Mentorship from a named mentorLive project experienceExposure to professional tools and workflowsPre-Placement Offer (PPO) opportunityFlexible working hours

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

About U GRO Capital

U GRO Capital operates in the sme lending sector and has an active presence in Thane. Interns here are put on real work from the start, because the team's view is that the fastest way to learn a craft is to practise it under people who already do it well — not to watch it from a distance. The work…

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