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Finance/Investment Advisory Intern RupeeVyze

0.0 - 4.0 years

0 Lacs

karnataka

On-site

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 marke...

Posted 3 days ago

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