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Innoviti

Wealth Management Intern

InternshipHybridBengaluru, Karnataka2 months24K/mo4 openingsImmediate / Rolling

About this internship

Innoviti is hiring a Wealth Management Intern in Bengaluru — a hands-on, mentor-led internship built for students and 2026 freshers who want real exposure to wealth and investment advisory rather than a certificate-only programme. About the role As a Wealth Management Intern at Innoviti, your core…

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 Bengaluru, Karnataka

Perks & benefits

Internship CertificateLetter of RecommendationMentorship from a named mentorLive project experienceExposure to professional tools and workflows

Interview & selection process

4 rounds — typical selection flow for this role:

  1. 1Application screening & resume shortlisting by the talent team
  2. 2Discussion with the hiring manager on the role and your fit
  3. 3Team-fit / behavioural interview with the team
  4. 4HR discussion — stipend, start date, expectations and offer

About Innoviti

Innoviti operates in the payments technology sector and has an active presence in Bengaluru. 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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