Firstsource Solutions

Wealth Advisory Intern

InternshipIn OfficeSurat, Gujarat6 months13K/mo6 openingsImmediate / Rolling

About this internship

Start your career in wealth management with Firstsource Solutions as a Wealth Advisory Intern in Surat. 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 Firstsource Solutions, your…

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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 2025, 2026 or 2027 — 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 Surat, Gujarat or willing to work from there for the internship period

Perks & benefits

Letter of RecommendationMentorship from a named mentorLive project experienceExposure to professional tools and workflowsPre-Placement Offer (PPO) opportunity

Interview & selection process

4 rounds — typical selection flow for this role:

1Application screening & resume shortlisting by the talent team
2Practical assignment or case study with a short walkthrough
3Discussion with the hiring manager on the role and your fit
4HR discussion — stipend, start date, expectations and offer

About Firstsource Solutions

Firstsource Solutions operates in the financial technology sector and has an active presence in Surat. 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…

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