Investment Planning Associate - Internship

This internship provides hands-on exposure to investment planning and financial markets, ideal for those building a career in finance.

🎯 About the Role

We are looking for enthusiastic interns eager to gain practical experience in investment planning and financial markets. This role offers the opportunity to work closely with senior advisors on live client cases, contributing to wealth building through disciplined investing.

🛠️ Key Responsibilities

• 📈 Assist in investment planning and portfolio analysis
• 📊 Support mutual fund, equity, and SIP-related research
• 📋 Help in client onboarding and documentation processes
• 🔍 Conduct basic market research and prepare reports
• 🤝 Participate in investor awareness and financial literacy activities

✅ Requirements & Skills

• 🎓 Pursuing or completed graduation/post-graduation in Finance, Commerce, Economics, or related fields
• 📊 Basic understanding of financial markets and investment products
• 💬 Good communication and analytical skills
• 💡 Willingness to learn and work in a fast-paced environment
• 📈 Must have an active Demat account with AngelOne before the interview

🎁 Perks & Benefits

• ✨ Practical exposure to real-world investment planning
• 🧑‍🏫 Mentorship from experienced finance professionals
• 📜 Certificate of Internship and Recommendation Letter
• 📈 Opportunity for Pre-Placement Offer (PPO)

💰 Stipend: ₹25,000 - ₹40,000 per month

⏳ Duration: 2-6 Months

📍 Location: Remote