Wealth Management Internship

As an intern at Invesgate Edge LLP, your day-to-day responsibilities will include: - Client Interaction: - Understanding clients" financial goals, risk tolerance, and preferences - Assisting in ongoing communication and portfolio reviews - Financial Planning: - Helping in creating and implementing customized investment strategies - Research & Reporting: - Tracking market trends, tax laws, and new investment products - Compiling analysis and insights for internal and client use - Support in Sales & Marketing: - Participating in tele-calling, webinars, and meetings for client acquisition - Execution & Coordination: - Assisting internal teams with transaction execution - Updating client records in CRM tools - Continuous Learning: - Staying updated with economic and regulatory developments About the Company: Invesgate Edge LLP is a registered and reputed wealth management and financial advisory firm based in Noida, Uttar Pradesh. Established by professionals with over two decades of combined experience in the Indian financial markets, the firm has positioned itself as a trusted advisor and strategic partner in wealth creation. Invesgate Edge LLP specializes in delivering tailored financial solutions to a diverse clientele, including high-net-worth individuals (HNIs), retail investors, Non-Resident Indians (NRIs), and institutional clients. The company is registered with the Association of Mutual Funds in India (AMFI), bearing the ARN code ARN-164158.,