63moons Technologies

Wealth Advisory Intern

InternshipWork from HomePimpri-Chinchwad, Maharashtra6 months9K/mo2 openingsImmediate / Rolling

About this internship

63moons Technologies has an open Wealth Advisory Intern position in Pimpri-Chinchwad for motivated freshers and final-year students. You will work on live wealth management projects and finish with something you can genuinely talk about in interviews. About the role As a Wealth Advisory Intern at…

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Skills you'll use

Investment ProductsPortfolio Review BasicsAsset Allocation ConceptsMS ExcelMS PowerPointMutual Fund AnalysisClient Communication SupportMarket UpdatesCRM HygieneDiscretion

What you'll do

Work on preparing portfolio reviews, product one-pagers and client meeting packs for advisors alongside the core team
Apply Investment Products, Portfolio Review Basics, Asset Allocation Concepts, MS 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 B.Com, BBA, M.Com, MBA (Finance) or CFA Level 1 cleared
Graduating batch 2026, 2027 or 2028 — final-year students and recent graduates welcome
60% / 6.0 CGPA and above preferred; strong project work is considered alongside academics
Working knowledge of Investment Products, Portfolio Review Basics, Asset Allocation Concepts (or a genuine willingness to learn them)
Exposure to MS Excel, MS PowerPoint, Mutual Fund Analysis is an advantage
Clear written and verbal communication in English, and care with detail in your work
No prior work experience required — this is a fresher-friendly internship
Based in Pimpri-Chinchwad, Maharashtra or willing to work from there for the internship period

Perks & benefits

Live project experienceExposure to professional tools and workflowsPre-Placement Offer (PPO) opportunityFlexible working hoursNetworking with senior professionals

Interview & selection process

2 rounds — typical selection flow for this role:

1Application screening & resume shortlisting by the talent team
2Online aptitude / domain assessment

About 63moons Technologies

63moons Technologies operates in the financial technology sector and has an active presence in Pimpri-Chinchwad. 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…

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