Rupeek

Wealth Management Intern

InternshipIn OfficeMumbai, Maharashtra3 months16K/mo5 openingsImmediate / Rolling

About this internship

Join Rupeek in Mumbai as a Wealth Management Intern. This entry-level internship is designed for students and recent graduates who learn best by building, shipping and getting real feedback on wealth and portfolio advisory work. About the role As a Wealth Management Intern at Rupeek, your core…

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Skills you'll use

Portfolio AnalysisMutual FundsAsset AllocationRisk ProfilingExcelMarket ResearchClient ReportingRegulatory BasicsPresentationClient Communication

What you'll do

Work on building portfolio reviews for real clients and learning why suitability matters more than returns alongside the core team
Apply Portfolio Analysis, Mutual Funds, Asset Allocation, Risk Profiling 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/M.Com, BBA/MBA (Finance), CFA/NISM certification (any level) or Economics graduate
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 Portfolio Analysis, Mutual Funds, Asset Allocation (or a genuine willingness to learn them)
Exposure to Risk Profiling, Excel, Market Research 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 Mumbai, Maharashtra or willing to work from there for the internship period

Perks & benefits

Mentorship from a named mentorLive project experienceExposure to professional tools and workflowsPre-Placement Offer (PPO) opportunityFlexible working hoursBroad ownership and direct exposure to founders and senior decision-makers

Interview & selection process

4 rounds — typical selection flow for this role:

1Application screening & resume shortlisting by the talent team
2Online aptitude / domain assessment
3Technical interview on fundamentals and your projects
4HR discussion — stipend, start date, expectations and offer

About Rupeek

Rupeek operates in the fintech & digital lending sector and has an active presence in 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 a…

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