Finance/Investment Advisory Intern

As an Intern at RupeeVyze, you will have the opportunity to gain practical knowledge in Mutual Funds, SIPs, insurance, asset allocation, financial planning, and client analysis. You will be engaged in real research, planning frameworks, and advisory workflows, providing you with hands-on experience rather than theoretical concepts. **Key Responsibilities:** - Researching Mutual Funds, Insurance products, NPS, and other investment options. - Assisting in drafting financial plans and sample portfolios. - Conducting basic client need assessments including risk profiles, goals, and timelines. - Creating comparison charts, asset allocation summaries, and product analyses. - Keeping track of market trends, fund performance, and financial news. - Supporting compliance documentation and distribution model workflows. - Preparing educational content related to investing and personal finance. **Qualifications Required:** - Genuine interest in finance, investing, markets, or personal wealth. - Understanding of basics of Mutual Funds / SIPs, even at a beginner level. - Comfortable reading, analyzing numbers, and performing structured work. - Clear and logical communication skills. - Willingness to learn advisory frameworks. - Ability to work in a remote setup with occasional in-person sessions. - Strong attention to accuracy and detail in work. **Additional Details:** This internship at RupeeVyze offers you a chance to develop a skill-set essential in modern wealth advisory. You will gain knowledge in Mutual Funds, SIPs, asset allocation, risk profiling, insurance fundamentals, financial planning basics, portfolio construction, advisory and compliance models, industry tools, research methods, and understanding investor psychology & decision patterns. The internship emphasizes grounded, analytical, and practical learning experiences. Do not let the lack of a fancy background deter you. Your curiosity and discipline are valued over credentials, as finance demands accuracy and commitment. Upon successful completion of the 6-month internship, you will receive a certificate from RupeeVyze, live experience in the Indian financial ecosystem, hands-on investment & advisory exposure, mentorship from experienced professionals, a strong portfolio for future finance/wealth/advisory roles, and a practical understanding of markets & long-term investing. To apply, send your CV to rupeevyze@gmail.com with the subject: Digital Marketing Intern - RupeeVyze or reach out at 8296504204/9686899698.,