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Zerodha

Wealth Management Intern

InternshipIn OfficeBhubaneswar, Odisha3 months24K/mo2 openingsImmediate / Rolling

About this internship

Start your career in finance with Zerodha as a Wealth Management Intern in Bhubaneswar. You will sit with a working broking & capital markets team, use the same systems and reports they do, and own a defined piece of work from day one. About the role As a Wealth Management Intern at Zerodha, your…

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 Bhubaneswar, Odisha

Perks & benefits

Letter of RecommendationMentorship from a named finance mentorLive project experience on real financial dataExposure to BFSI systems and reporting toolsPre-Placement Offer (PPO) opportunity

Interview & selection process

3 rounds — typical selection flow for this role:

  1. 1Application screening & resume shortlisting by the talent team
  2. 2Excel / case-study exercise with a short walkthrough
  3. 3HR discussion — stipend, start date, expectations and offer

About Zerodha

Zerodha is a broking & capital markets operating in India's banking and financial services sector, with an active presence in Bhubaneswar. 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 produced that way…
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