Wealth Management – Research & Client Advisory (Finance) - Internship

Selected intern's day-to-day responsibilities include:

1\. Assist in client prospecting by supporting outreach, follow-ups, and

initial engagement efforts.

2\. Conduct portfolio research and assist in analyzing mutual funds, equity,

and investment products.

3\. Support portfolio reviews, including gap analysis and risk assessments for

existing clients.

4\. Help prepare investment proposals and financial plans tailored to client

goals.

5\. Create and maintain client reporting dashboards and presentation

materials.

6\. Perform market and sector research to support investment decisions.

7\. Collaborate with senior wealth managers on live client cases and real-

world advisory projects.

8\. Attend and contribute to industry events, including sessions with AMC

representatives and fund managers.

Interns will:

\- Gain hands-on experience with live client portfolios, investment proposals,

and mutual fund analysis.

\- Interact with industry professionals and attend AMC events hosted by

leading asset management companies (e.g., HDFC, Nippon India, Motilal Oswal).

\- Build core skills in financial planning, risk analysis, and portfolio

strategy critical for careers in wealth management, investment banking, or

CFA/MBA pathways.

\- Receive a certificate and a personalized Letter of Recommendation based on

performance, which can significantly strengthen future job or academic

applications.