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First American India logo — First American India Wealth Advisory Intern at First American India
First American India

Wealth Advisory Intern

InternshipIn OfficeNavi Mumbai, Maharashtra4 months18K/mo14 openingsImmediate / Rolling
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About this internship

Start your career in wealth management with First American India as a Wealth Advisory Intern in Navi Mumbai. You will sit with a working team, use the same tools and systems they do, and own a defined piece of work from day one. About the role As a Wealth Advisory Intern at First American India…

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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 Navi Mumbai, Maharashtra or willing to work from there for the internship period

Perks & benefits

Pre-Placement Offer (PPO) opportunityFlexible working hoursNetworking with senior professionalsInternship CertificateLetter of Recommendation

Interview & selection process

2 rounds — typical selection flow for this role:

  1. 1Application screening & resume shortlisting by the talent team
  2. 2Practical assignment or case study with a short walkthrough

About First American India

First American India operates in the financial technology sector and has an active presence in Navi Mumbai. 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…
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