Company Description
Haardik Nayak Wealth Management has been guiding families in creating and protecting wealth since 1994 through its Healthy–Wealthy Family concept. The firm focuses on financial planning for goal achievement and has conducted over 5,000 client awareness sessions on investment and insurance, educating more than 25,000 families across South Gujarat and internationally. With a team of 20 Wealth Advisors, the organization is committed to providing practical, long-term financial advisory services tailored to young and growing families. Its mission is to support clients in building sustainable wealth while improving their social and financial well-being for generations to come.
Role Description
The Management Intern will support daily operations related to wealth management and client advisory services in a hybrid setup based in Surat, with some work-from-home flexibility. Typical responsibilities include assisting senior advisors with client data collection, preparing presentations and reports,
and helping organize financial awareness sessions and client engagement events. The intern will contribute to basic market and product research, maintain documentation and records, and support communication with clients under guidance. This internship role offers exposure to financial planning concepts, wealth management processes, and client relationship management, while developing practical business and administrative skills.
Qualifications
- Strong analytical and quantitative abilities, with comfort working with financial data and basic spreadsheets.
- Effective communication and interpersonal skills to support client interactions and team collaboration.
- Organizational and time-management skills to handle multiple tasks and meet deadlines reliably.
- Proficiency in MS Office (Word, Excel, PowerPoint) and willingness to learn current digital tools used in wealth management.
- Interest in finance, investments, and insurance, with a desire to learn about financ