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Motilal Oswal Financial Services logo — Motilal Oswal Financial Services Wealth Management Intern at Motilal Oswal Financial Services
Motilal Oswal Financial Services

Wealth Management Intern

InternshipIn OfficeLucknow, Uttar Pradesh6 months26K/mo3 openingsImmediate / Rolling
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About this internship

Motilal Oswal Financial Services has an open Wealth Management Intern position in Lucknow for motivated freshers and final-year students. You will work on live financial data, learn the controls a broking & capital markets operates under, and finish with work you can genuinely talk about in…

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Skills you'll use

Mutual FundsPortfolio AnalysisFinancial PlanningMS ExcelClient ReportingAsset AllocationCapital MarketsNISM FundamentalsClient CommunicationRelationship Building

What you'll do

  • Support portfolio reviews, client reporting and mutual-fund research alongside the core broking & capital markets team
  • Work in Excel and internal systems on live financial data
  • Prepare schedules, reconciliations and reports for senior review
  • Research companies, customers, products or regulations as required
  • Present analysis clearly in notes and decks for stakeholders
  • Follow documentation and control standards required in a regulated business

Who can apply

  • Pursuing or recently completed MBA (Finance)/BBA/B.Com/CFP/CFA L1 — 2026 freshers & final-year students welcome
  • Working knowledge of Mutual Funds, Portfolio Analysis, Financial Planning (or a genuine willingness to learn them)
  • Strong numerical ability and comfort working in MS Excel
  • Care with detail and the discipline to document work properly
  • Clear written and verbal communication in English
  • Based in or willing to work from Lucknow, Uttar Pradesh

Perks & benefits

Live project experience on real financial dataExposure to BFSI systems and reporting toolsPre-Placement Offer (PPO) opportunityFlexible working hoursNetworking with senior finance professionals

Interview & selection process

4 rounds — typical selection flow for this role:

  1. 1Application screening & resume shortlisting by the talent team
  2. 2Group discussion or situational-judgement round
  3. 3Online aptitude & numerical reasoning assessment
  4. 4HR discussion — stipend, start date, expectations and offer

About Motilal Oswal Financial Services

Motilal Oswal Financial Services is a broking & capital markets operating in India's banking and financial services sector, with an active presence in Lucknow. Its work sits inside a regulated environment — which means interns here learn not just how a number is produced, but why it has to be…
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