My Wealth Guide

8 Job openings at My Wealth Guide
Gen AI & Automation Intern Mumbai, Maharashtra 21 years INR Not disclosed Remote Full Time

AI Intern About us: Our Founder, Salonee Sanghvi is a fourth generation financial professional with 21+ years of experience in financial services industry. The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and provide a customized roadmap she founded My Wealth Guide, an endeavor to make a difference to help people become financially independent and attain their goals. To know more: www.mywealthguide.com What you will do? We’re looking for a highly motivated Generative AI Intern passionate about leveraging cutting-edge AI tools to transform financial advisory processes. You’ll closely collaborate with the Founder, directly contributing to MWG’s strategic growth by automating and optimizing internal workflows, client interactions, financial calculators, and other key processes through AI implementation. Design, build, and deploy interactive financial calculators and decision-support tools Workflow Automation using Make.com and AI Integration Creation and Deployment of Task-Specific AI Agents Research and assess various currently available AI tools and solutions applicable to financial services Document procedures and create training materials for new AI implementations Help monitor and measure the effectiveness of implemented AI solution What will you get? Compensation: 7K Stipend / month and tons of learning Duration: 3-4 months Availability: Min 40 hours per week This role will help you evolve as a top Gen AI professional in the financial services industry. What we look for? Hands-on experience or strong familiarity with Generative AI tools Proficiency with no-code/low-code automation platforms Comfortable in prompt engineering to develop solutions rapidly Excellent analytical and problem-solving abilities Strong attention to detail Curiosity & eagerness to learn more Excellent written communication skills Email us on [email protected] if you are interested and please do add a line or two on why you make a good fit? Job Types: Full-time, Internship Contract length: 3 months Pay: ₹7,000.00 per month Benefits: Flexible schedule Work from home Schedule: Day shift Application Question(s): Please mention exiting AI tools used by you Education: Higher Secondary(12th Pass) (Required)

Financial Research Intern maharashtra 0 - 4 years INR 3e-05 - 3e-05 Lacs P.A. On-site Full Time

As a Financial Research Intern at our organization, you will have the opportunity to work closely with our Founder, Salonee Sanghvi, a fourth-generation financial professional with over 20 years of experience in the financial services industry. Our company, My Wealth Guide, was established with a vision to enhance financial literacy and provide transparent financial advice to individuals from all walks of life. Your primary responsibilities will involve conducting in-depth research across various financial products such as insurance, gold, bonds, mutual funds, as well as analyzing cutting-edge investment and F&O strategies. You will also be responsible for gathering and presenting data related to the Indian financial markets. In return for your contributions, we offer a monthly stipend of 7K along with valuable learning opportunities. This internship program has a duration of 4-6 months, requiring a minimum commitment of 45 hours per week. By taking on this role, you will have the chance to develop into a top 1% capital markets professional and investment researcher. We are seeking individuals with a proven track record of working with large datasets and numbers, advanced proficiency in MS Excel, exceptional attention to detail, and a diligent work ethic. The ability to thrive in an unstructured work environment and a strong desire to expand your knowledge are highly valued qualities in potential candidates. If you believe that you possess the skills and characteristics we are looking for, please send us an email at hr@hlinvestrade.com expressing your interest and briefly explaining why you would be a good fit for this role. This is a full-time internship position with a contract length of 4 months. As part of our commitment to promoting work-life balance, we offer a flexible work schedule and the option to work from home. The role is based on a day shift and requires a minimum educational qualification of Higher Secondary (12th Pass). Join us in our mission to empower individuals to achieve financial independence and reach their goals through informed decision-making in the realm of personal finance. Visit www.mywealthguide.com to learn more about our organization and the impactful work we do.,

Financial Content Intern mumbai, maharashtra 21 years INR Not disclosed Remote Full Time

Our Founder, Salonee Sanghvi is a fourth generation financial professional with 21+ years of experience in financial services industry. The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and provide a customized roadmap she founded My Wealth Guide, an endeavor to make a difference to help people become financially independent and attain their goals. To know more: www.mywealthguide.com What you will do? Work with the Founder across multiple projects . Selected intern's day-to-day responsibilities include: 1. Monitor and curate financial news to identify trending topics and investment insights. 2. Research and develop engaging content for multiple platforms – text, visuals, and videos for Instagram, LinkedIn, Twitter, WhatsApp, Blogs, and Newsletters. 3. Simplify complex financial concepts into clear, easy-to-understand communication for diverse audiences. 4. Maintain and update a structured content calendar to ensure consistency and timely publishing. 5. Track industry trends and best practices by observing how financial influencers and thought leaders shape conversations 6. Track basic analytics (likes, shares, reach) to measure content effectiveness What will you get? Compensation: 7K Stipend / month and tons of learning Duration: 4-6 months with a PPO for exceptional candidates Learning: Exposure to wealth management, financial literacy, and personal finance communication. Hands-on experience in building a financial content brand from the ground up Availability: Min 45 hours per week This role will help you evolve as a top 1% capital markets professional & investment content writer. What we look for? ✔ Strong understanding of financial markets and personal finance. ✔ Excellent writing and editing skills with a knack for storytelling. ✔ Social media savvy – understanding how Twitter, Instagram, LinkedIn, and WhatsApp work. ✔ Strong research and analytical skills with the ability to simplify concepts. ✔ Attention to detail and fact-checking abilities to ensure accuracy. ✔ Ability to work independently and meet deadlines in a fast-paced environment. ✔ Proactive and organized – able to adhere to schedules, ensure posts go out on time, and follow up to get tasks completed Email us on [email protected] if you are interested and please do add a line or two on why you make a good fit? Job Types: Full-time, Internship Contract length: 4 months Pay: ₹7,000.00 per month Benefits: Flexible schedule Work from home Education: Higher Secondary(12th Pass) (Required) Work Location: In person

Financial Research & Planning Intern mumbai, maharashtra 20 years INR Not disclosed On-site Full Time

Financial Research Intern About us: Our Founder, Salonee Sanghvi is a fourth generation financial professional with 20+ years of experience in financial services industry. The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and provide a customized roadmap she founded My Wealth Guide, an endeavor to make a difference to help people become financially independent and attain their goals. To know more: www.mywealthguide.com What you will do? Looking for a highly research-minded individual, who can work with the Founder across multiple research projects . Selected intern's day-to-day responsibilities include: 1. Analyzing different products like insurance, gold, bonds, stocks, and mutual funds 2. Developing Advanced MS Excel models and calculators 3. Empanelment with product manufacturers 4. Researching various topics for presentations on various social media platforms (reports, presentations, articles related to financial planning) What will you get? Compensation: 7K Stipend / month and tons of learning Duration: 2-6 months Availability: Min 45 hours per week This role will help you evolve as a top 1% capital markets professional & investment researcher. What we look for? · Proven ability to work with large data sets and numbers · Advanced MS Excel skills like Pivot & Macros · A very detail oriented & diligent personality · Ability to work in an unstructured environment and curiosity to learn Email us on [email protected] if you are interested and please do add a line or two on why you make a good fit? Job Types: Full-time, Internship Contract length: 4 months Pay: ₹7,000.00 per month Education: Higher Secondary(12th Pass) (Required)

Financial Content Intern mumbai 21 years INR 0.84 - 0.84 Lacs P.A. Remote Full Time

Our Founder, Salonee Sanghvi is a fourth generation financial professional with 21+ years of experience in financial services industry. The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and provide a customized roadmap she founded My Wealth Guide, an endeavor to make a difference to help people become financially independent and attain their goals. To know more: www.mywealthguide.com What you will do? Work with the Founder across multiple projects . Selected intern's day-to-day responsibilities include: 1. Monitor and curate financial news to identify trending topics and investment insights. 2. Research and develop engaging content for multiple platforms – text, visuals, and videos for Instagram, LinkedIn, Twitter, WhatsApp, Blogs, and Newsletters. 3. Simplify complex financial concepts into clear, easy-to-understand communication for diverse audiences. 4. Maintain and update a structured content calendar to ensure consistency and timely publishing. 5. Track industry trends and best practices by observing how financial influencers and thought leaders shape conversations 6. Track basic analytics (likes, shares, reach) to measure content effectiveness What will you get? Compensation: 7K Stipend / month and tons of learning Duration: 4-6 months with a PPO for exceptional candidates Learning: Exposure to wealth management, financial literacy, and personal finance communication. Hands-on experience in building a financial content brand from the ground up Availability: Min 45 hours per week This role will help you evolve as a top 1% capital markets professional & investment content writer. What we look for? ✔ Strong understanding of financial markets and personal finance. ✔ Excellent writing and editing skills with a knack for storytelling. ✔ Social media savvy – understanding how Twitter, Instagram, LinkedIn, and WhatsApp work. ✔ Strong research and analytical skills with the ability to simplify concepts. ✔ Attention to detail and fact-checking abilities to ensure accuracy. ✔ Ability to work independently and meet deadlines in a fast-paced environment. ✔ Proactive and organized – able to adhere to schedules, ensure posts go out on time, and follow up to get tasks completed Email us on hr@hlinvestrade.com if you are interested and please do add a line or two on why you make a good fit? Job Types: Full-time, Internship Contract length: 4 months Pay: ₹7,000.00 per month Benefits: Flexible schedule Work from home Education: Higher Secondary(12th Pass) (Required) Work Location: In person

Financial Research & Planning Intern mumbai 20 years INR 0.84 - 0.84 Lacs P.A. On-site Full Time

Financial Research Intern About us: Our Founder, Salonee Sanghvi is a fourth generation financial professional with 20+ years of experience in financial services industry. The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and provide a customized roadmap she founded My Wealth Guide, an endeavor to make a difference to help people become financially independent and attain their goals. To know more: www.mywealthguide.com What you will do? Looking for a highly research-minded individual, who can work with the Founder across multiple research projects . Selected intern's day-to-day responsibilities include: 1. Analyzing different products like insurance, gold, bonds, stocks, and mutual funds 2. Developing Advanced MS Excel models and calculators 3. Empanelment with product manufacturers 4. Researching various topics for presentations on various social media platforms (reports, presentations, articles related to financial planning) What will you get? Compensation: 7K Stipend / month and tons of learning Duration: 2-6 months Availability: Min 45 hours per week This role will help you evolve as a top 1% capital markets professional & investment researcher. What we look for? · Proven ability to work with large data sets and numbers · Advanced MS Excel skills like Pivot & Macros · A very detail oriented & diligent personality · Ability to work in an unstructured environment and curiosity to learn Email us on hr@hlinvestrade.com if you are interested and please do add a line or two on why you make a good fit? Job Types: Full-time, Internship Contract length: 4 months Pay: ₹7,000.00 per month Education: Higher Secondary(12th Pass) (Required)

Financial Research & Planning Intern maharashtra 0 - 4 years INR 3e-05 - 3e-05 Lacs P.A. On-site Full Time

As a Financial Research Intern at My Wealth Guide, you will have the opportunity to work closely with our Founder, Salonee Sanghvi, a fourth-generation financial professional with over 20 years of experience in the financial services industry. Your role will involve contributing to multiple research projects and supporting the mission of spreading financial literacy with transparency across all segments of society. Key Responsibilities: - Analyzing various financial products such as insurance, gold, bonds, stocks, and mutual funds - Creating advanced models and calculators using MS Excel - Establishing relationships with product manufacturers - Conducting research on diverse topics to create presentations for different social media platforms, including reports, presentations, and articles related to financial planning Qualifications Required: - Proven experience working with large datasets and numbers - Proficiency in advanced MS Excel functions like Pivot tables and Macros - Detail-oriented and diligent approach to tasks - Ability to thrive in an unstructured work environment and a strong desire to learn and grow At My Wealth Guide, we offer a monthly stipend of 7K along with valuable learning opportunities. The internship duration is flexible, ranging from 2 to 6 months, with a minimum commitment of 45 hours per week. This role is designed to help you develop into a top 1% capital markets professional and investment researcher. If you are interested in this exciting opportunity, please email us at hr@hlinvestrade.com and share a brief description of why you believe you would be a good fit for this role. Join us on this journey to empower individuals to achieve financial independence and reach their goals. Visit www.mywealthguide.com to learn more about our mission and values. (Note: The company information provided in the job description has been omitted as it did not contain additional details about the company.),

Content & Social Media Manager | Mumbai (Hybrid / Full-time) mumbai metropolitan region 0 years None Not disclosed On-site Full Time

Are you a social media wizard who knows how to craft viral content, drive engagement, and build thriving online communities? Do you love using AI tools to turn ideas into smart, scroll-stopping stories across LinkedIn, Instagram, Twitter, YouTube, and email? If yes, we’re looking for YOU! Company Description My Wealth Guide (MWG) is a SEBI-registered firm founded by Salonee Sanghvi (Top 100 Women in Finance, Bizruptor by Her Circle). We help families simplify mfoney and achieve financial independence through transparency, research-backed strategies, and digital engagement. Learn more: www.mywealthguide.com What You'll Do Social Media Strategy & Execution Plan, execute, and optimize social media strategies across LinkedIn, Instagram, Twitter, YouTube, and WhatsApp. Build a structured content calendar aligned with brand goals. Track trends, benchmark competitors, and identify opportunities for community growth. AI-Powered Content Creation Use AI tools to ideate, script, and create high-quality content. Write threads, posts, reels, and newsletters that make finance simple and engaging. Fact-check every source and ensure accuracy in all financial content. Creative Storytelling & Design Design and shoot Instagram Reels and YouTube videos with clear hooks, storytelling flow, and CTAs. Repurpose content across platforms to maximize reach and engagement. Manage and grow MWG’s WhatsApp community by curating relevant articles and insights. Email & Campaign Management Plan and execute email marketing campaigns for prospective clients and leads. Write and A/B test subject lines and content for higher open and conversion rates. Analytics, Insights & Reporting 2Leverage AI-driven analytics tools to automate workflows and optimize performance. Track KPIs, prepare detailed reports, and extract actionable insights for continuous improvement. Trend Monitoring & Innovation Stay ahead of evolving social media and AI trends. Experiment with new formats, creative approaches, and growth strategies. What You'll Need ✅ Proven experience in social media marketing, digital content, or creative strategy ✅ Familiarity with financial or investing topics (or strong curiosity to learn) ✅ Strong command over English and a knack for storytelling ✅ Hands-on with Canva, ChatGPT, video editing tools, and email automation ✅ Data-driven mindset, ability to interpret metrics and make informed decisions ✅ Strong research skills to generate relevant and impactful content ✅ Excellent organizational skills, time management, and accountability in fast-paced environments ✅ Based in Mumbai or willing to relocate for a hybrid/office-based role What's In It for You Work directly with a top industry leader shaping financial literacy in India Be part of a fast-growing brand that blends finance, content, and technology Opportunity to experiment, learn, and lead AI-driven digital campaigns 💡 How to Apply: Send your CV, portfolio, and links to any social pages or work samples to hr@hlinvestrade.com with the subject line “Content & Social Media Manager”