INDIAWEALTH is a wealth management and investment advisory platform focused on delivering personalised financial solutions to individuals and families. We are seeking a motivated and detail-oriented Intern to support our investment advisory and financial planning functions.

This role offers hands-on exposure to portfolio construction, financial analysis, and client servicing within a professional wealth management workplace.

Key Responsibilities:
Assist in maintaining and updating client records, investment data and internal trackers
Support preparation of reports, presentations, and review materials for internal use
Conduct basic research on mutual funds and other financial products as required by the team
Track market updates and prepare concise summaries for internal circulation
Coordinate with operations and support teams for documentation, onboarding, and transaction follow-ups




Handle routine administrative tasks to ensure smooth day-to-day functioning of the team
Make outbound calls to prospective and existing clients to introduce services, follow up on leads, and schedule meetings
Maintain call records, track responses, and update lead status in internal systems

Eligibility Criteria:
Pursuing or recently completed graduation in Commerce, Finance, Economics, or related fields
Robust interest in financial markets and investments
Positive communication and organisational skills
Basic working knowledge of MS Excel and PowerPoint

Preferred Qualifications:
Graduation in Commerce/ Finance field
Candidates pursuing CA / CFA / MBA (Finance) preferred
Prior internship or exposure to financial services is an advantage

Pay: ₹8,000.00 - ₹10,000.00 per month

Work Location: In person

📌 Wealth Management Intern Andheri East (India)
🏢 FirstCapital Financial Group
📍 India