Asset Ladder Investments

Company Description Asset Ladder Investments specializes in personalized wealth planning, aligning financial strategies with clients' life goals. With expertise in mutual fund distribution, customized goal-based portfolios, risk profiling, SIP planning, and retirement and legacy planning, the company offers comprehensive financial advisory services. Headquartered in Ahmedabad, Gujarat, Asset Ladder Investments serves clients across India, promoting clarity, accountability, and long-term growth. The team focuses on delivering strategic equity, debt, and hybrid solutions, coupled with detailed digital reporting and white-labeled investor experiences. Role Description This is an on-site paid internship role located in Ahmedabad. The intern will assist in developing customized financial plans for clients, conducting risk assessments, client communication and digital outreach. Interns get structured mentoring, completion certificates, and top performers are considered for full-time roles. This is an excellent opportunity to gain hands-on exposure to financial planning and wealth management. The roles include, but not limited to: – Client Interaction, Onboarding and Data Management – Digital Marketing for Finance – Investor Awareness Campaign Support – Offline Marketing Support Qualifications Basic understanding of Financial Markets Proficiency in Microsoft Excel Excellent interpersonal and communication skills Enrolled in bachelor’s or relevant course.