Wealth Management - Internship (WFH)

About the internship:Wealthy Wise is looking for ambitious, finance-driven individuals to join our team as Wealth Management Interns.This role is ideal for someone who wants hands-on exposure to investments, wealth management, financial markets, client acquisition and relationship management.

Selected intern's day-to-day responsibilities include:

1. Research and analyse investment opportunities across asset classes

2. Develop an understanding of Mutual Funds & Structured Investment Funds (SIFs) and other investment solutions

3. Assist in portfolio and investment-product analysis

4. Prepare investment notes, client presentations and market updates

5. Track financial markets and relevant economic developments

6. Identify and research potential Retail/HNI/UHNI and affluent clients for wealth-management solutions

7. Build and maintain a prospective client pipeline

8. Conduct professional outreach through LinkedIn, email, calls and other relevant channels

9. Initiate conversations with prospective investors and understand their investment requirements

10. Assist in acquiring new clients and generating qualified leads for the wealth-management team

11. Schedule and coordinate discussions with prospective clients

12. Build long-term relationships with prospects and existing clients

13. Support the team in converting qualified prospects into wealth-management clientsWho can apply:Only those candidates can apply who:are available for the work from home job/internshipcan start the work from home job/internship between 5th Oct'26 and 9th Nov'26are available for duration of 2 monthshave relevant skills and interests* Women wanting to start/restart their career can also apply.Stipend:INR₹ 11,000 - 52,000 /monthDeadline:[hidden]:59:59Other perks:Certificate, Letter of recommendation, Flexible work hours, 5 days a weekSkills required:Client Relationship, Financial planning and Financial ServicesOther Requirements:1. Students or recent graduates pursuing Finance, Economics, Management, Commerce, CFA, CA or related fields2. Strong interest in investments and financial markets3. Excellent communication and interpersonal skills4. Strong research, analytical and problem-solving abilities5. Comfortable with professional client communication and outreach6. Self-motivated, proactive and target-oriented7. Willingness to take ownership and learn through practical experienceAbout Company:Wealthy Wise is a client-first wealth management and financial planning firm committed to helping individuals and families make smarter, goal-driven financial decisions.

We focus on long-term wealth creation, risk-aligned investing, and disciplined asset allocation, offering solutions across mutual funds, insurance, and comprehensive financial planning. Our approach combines market understanding with personalized strategies, because no two financial journeys are the same.

At Wealthy Wise, we believe wealth isn't built by chasing trends, but by making informed, consistent, and well-structured decisions over time.

Additional information:

Stipend Structure:

Fixed pay: ₹ 1,000 - 2,000 /month

Incentive pay: ₹ 10,000 - 50,000 /month

Responsibilities

Wealthy Wise is looking for ambitious, finance-driven individuals to join our team as Wealth Management Interns.This role is ideal for someone who wants hands-on exposure to investments, wealth management, financial markets, client acquisition and relationship management.

Selected intern's day-to-day responsibilities include:

1. Research and analyse investment opportunities across asset classes

2. Develop an understanding of Mutual Funds & Structured Investment Funds (SIFs) and other investment solutions

3. Assist in portfolio and investment-product analysis

4. Prepare investment notes, client presentations and market updates

5. Track financial markets and relevant economic developments

6. Identify and research potential Retail/HNI/UHNI and affluent clients for wealth-management solutions

7. Build and maintain a prospective client pipeline

8. Conduct professional outreach through LinkedIn, email, calls and other relevant channels

9. Initiate conversations with prospective investors and understand their investment requirements

10. Assist in acquiring new clients and generating qualified leads for the wealth-management team

11. Schedule and coordinate discussions with prospective clients

12. Build long-term relationships with prospects and existing clients

13. Support the team in converting qualified prospects into wealth-management clients