Company Description FundBees is a wealth-building platform focused on helping individuals and families achieve their financial goals through disciplined, goal-based investing and informed decision-making. The company simplifies mutual fund and SIP investing so that wealth creation becomes accessible, understandable, and achievable for investors across India.

By combining wealth management solutions, financial education, and technology-driven investing tools, FundBees enables people to take control of their financial future with confidence. Its mission is to help thousands of investors reach significant net worth milestones through consistent investing habits and the power of compounding. FundBees aims to become India’s most trusted wealth-building platform and to empower millions to achieve long-term financial freedom.

Role Description This is a remote internship role for a Wealth Manager at FundBees.

The Wealth

Manager intern will engage with clients to understand their financial goals, risk profiles, and time horizons, and assist in creating tailored investment and savings plans. Daily responsibilities include supporting mutual fund and SIP recommendations, monitoring client portfolios, and preparing basic reports and updates. The intern will help educate clients on financial concepts,



assist in onboarding new users to the platform, and collaborate with the team on improving wealth management workflows and digital experiences. This role is ideal for individuals seeking practical exposure in retail wealth management and goal-based investing while working closely with experienced finance professionals.

Qualifications

- Strong foundation in Finance and Investments , with an understanding of capital markets and retail investment products.
- Ability to support Financial Planning and Investment Management activities, including goal-based plans and portfolio reviews.
- Basic knowledge of Insurance and its role in comprehensive personal finance and risk management.
- Currently pursuing or recently completed a degree in Finance, Economics, Management, Commerce, or a related field.
- Analytical mindset with proficiency in spreadsheets and comfort working with data and financial calculators.
- Clear, empathetic communication skills and the ability to explain financial concepts in straightforward terms.
- High ethical standards, client-centric approach, and strong attention to detail.
- Interest in personal finance, mutual funds, SIPs, and long-term wealth creation, with a willingness to learn and adapt.

📌 Wealth Manager (Delhi)
🏢 FundBees - SIP u0026 Mutual Fund
📍 Delhi