Wealth Management and Mutual Funds Internship

About the Internship:

Are you interested in finance, investments, and mutual funds? Want to explore wealth management from the ground up?

We’re offering a Internship in Wealth Management & Mutual Funds where you’ll be trained by professionals every Friday, and apply your learnings through hands-on assignments between Monday to Thursday — from the comfort of your home.

What You’ll Do:

Weekly Training Sessions:

• 45 Min live finance-focused training every Friday
• Weekly 1- 2 hours training
• Topics include basics of wealth management, mutual funds, SIPs, portfolio building, client profiling, etc.

Weekly Assignments (Mon–Thurs):

• Practical tasks based on the weekly training
• Approx. 2–3 hours per week
• Examples: creating sample portfolios, researching mutual fund schemes, preparing basic investment pitches

Hands-On Learning:

• Work on real-world simulations and investor case studies
• Get personalized feedback from finance mentors

What You’ll Learn:

-Fundamentals of wealth management
-Mutual fund types, returns, and risks
-SIPs, Lumpsum, ELSS, and tax-saving instruments
-How to build and diversify a basic portfolio
-Client profiling and investment suggestions
-SEBI basics & compliance considerations

Who Can Apply:

• Students/recent graduates interested in finance, mutual funds, or wealth advisory
• Must be available for 1–2 hours of training every Friday
• Can commit 2–3 hours weekly for assignments
• Basic understanding of finance is a plus (not mandatory)
• Willing to learn and explore investment strategies

What You’ll Get:

-Certificate of Completion
-Real-world finance exposure
-Mentorship from industry professionals
-Practical finance tasks for your resume
-Letter of Recommendation (for top performers)