Wealth Management Internship

As a wealth management intern at myfollo, you will have the opportunity to work alongside our experienced team in providing financial guidance to our clients. Your role will be dynamic and engaging, allowing you to expand your knowledge and skills in the field of wealth management. Assist in preparing financial reports for clients using MS Office and MS Excel. Conduct research on market trends and investment opportunities. Communicate with clients and assist in managing their portfolios. Participate in client meetings and presentations. Analyze financial data and create projections for clients. Collaborate with team members on various projects and tasks. Stay up to date on industry regulations and best practices in wealth management. If you are a motivated individual with a strong proficiency in English, MS Office, and MS Excel, we invite you to apply for this exciting internship opportunity at myfollo. Join us in helping our clients achieve their financial goals and grow their careers in wealth management. About Company: myfollo, a technology brand of Valion PREFO, India's first "private real estate family office" is the change, the world wants to have in the real estate advisory business. myfollo aspires to be the leader in the online real estate ecosystem bringing a change in the way online advisory and transactions are executed. Valion PREFO, the parent company has an experience of over 10 years in real estate advisory, being a trusted & preferred partner to over 350 companies, a client base of over 1400+ families in India and Singapore, with combined investments and assets under advisory (AUA) of over INR 9600 crores.,