This is a support role to our advisory team and a proving ground. We're not hiring an intern to make coffee runs. You'll work directly with HNI clients and prospects, build the materials our advisors rely on, and run the systems that keep the practice moving. Perform well, and this internship converts into a full-time Wealth Associate offer (PPO).
What You'll Do
Connect with high-net-worth individuals to understand their product and service needs (needs discovery not advice)
Prepare financial documents, presentations, and training material for the advisory team
Own CRM handling — data hygiene, follow-ups, pipeline tracking
Support advisors on other tasks as they come up
Must Have
Pursuing or completed a degree in finance, commerce, or economics
Confident and polished on calls with senior, successful individuals
Strong Excel and PowerPoint; sharp attention to detail
Genuine interest in markets and wealth management
Nice to Have
CFA L1 / NISM certifications (or working toward the NISM-XA/XB Investment Adviser exams)
Prior exposure to wealth management, broking, or financial services
Understanding of the SEBI RIA framework
Why Join Us
Direct access to and mentorship from the Founders
Real HNI client exposure from day one — not a back-office internship
Front-row seat at a SEBI-registered advisory building trust-first investing for India A transparent path to a Pre-Placement Offer — solid performers convert to full time Wealth Associate A role designed for someone who wants challenges, not a checklist