.Investment Planning Associate - Internships:................
FAG Finance · India
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- Hybrid
- Full-time
- ₹40,000 / year
- India
Job highlights
- Gain practical investment planning experience.
- Assist with portfolio analysis and research.
- Support client onboarding and market research.
- Learn from experienced finance professionals.
- Receive stipend and internship certificate.
About the role
Investment Planning Associate Intern
FAG Finance is seeking enthusiastic interns for its Investment Planning Associate position. This internship offers hands-on experience in investment planning, financial markets, and client advisory services. It's an excellent opportunity for students or recent graduates passionate about building a career in finance.
About FAG Finance
FAG Finance is a growing financial services firm specializing in investment planning, equity advisory, mutual funds, and investor education. We are committed to helping clients achieve long-term wealth through disciplined and informed investment strategies.
Role Overview
This internship provides practical exposure to investment planning and financial markets. You will work closely with experienced professionals and gain insights into various aspects of the financial services industry.
Key Responsibilities
- Assist in investment planning and portfolio analysis.
- Support research related to mutual funds, equities, and Systematic Investment Plans (SIPs).
- Help with client onboarding and manage necessary documentation.
- Conduct market research and prepare informative reports.
- Participate in investor awareness and financial literacy initiatives.
- Collaborate with senior advisors on live client cases.
Eligibility Criteria
- Currently pursuing or have completed graduation/post-graduation in Finance, Commerce, Economics, or a related field.
- Possess a basic understanding of financial markets and investment products.
- Strong communication and analytical skills.
- A proactive attitude and eagerness to learn in a fast-paced environment.
Mandatory Requirement (Before Interview)
⚠️ Candidates must have an active Demat account with AngelOne before proceeding with the interview. Applications without this prerequisite will not be considered.
What You’ll Gain
- Practical, real-world experience in investment planning, with a monthly stipend.
- Mentorship from seasoned finance professionals.
- A Certificate of Internship and a Recommendation Letter.
- Potential for a Pre-Placement Offer (PPO).
Key skills/competency
- Investment Planning
- Financial Markets
- Portfolio Analysis
- Mutual Funds
- Equity Research
- SIP
- Client Onboarding
- Market Research
- Financial Literacy
- Finance Internship
Skills & topics
- Investment Planning Associate
- Internship
- Finance
- Financial Markets
- Portfolio Analysis
- Mutual Funds
- Equity Research
- SIP
- Client Onboarding
- Market Research
- Remote Internship
- Stipend
- FAG Finance
- AngelOne
- Demat Account
How to get hired
- Tailor your resume: Highlight finance coursework, market knowledge, and analytical skills relevant to investment planning.
- Showcase your Demat account: Ensure your AngelOne Demat account is active and mention it prominently.
- Demonstrate market awareness: Be prepared to discuss current financial market trends and investment products.
- Prepare for financial questions: Brush up on investment concepts, portfolio analysis, and client advisory.
- Highlight learning aptitude: Emphasize your eagerness to learn and adapt in a fast-paced environment.
Technical preparation
Understand financial markets and investment products.,Familiarize yourself with portfolio analysis concepts.,Learn about mutual funds, equities, and SIPs.,Ensure your AngelOne Demat account is active.
Behavioral questions
How do you handle multiple tasks efficiently?,Describe a time you learned something new quickly.,How do you approach problem-solving in a team?,What motivates you to work in finance?
Frequently asked questions
- What is the stipend for the Investment Planning Associate Internship at FAG Finance?
- The stipend for the Investment Planning Associate Internship at FAG Finance ranges from ₹25,000 to ₹40,000 per month, depending on the candidate's qualifications and the duration of the internship.
- Is the Investment Planning Associate Internship at FAG Finance remote?
- Yes, the Investment Planning Associate Internship at FAG Finance is a remote-only position, offering flexibility for interns regardless of their location.
- What is the duration of the Investment Planning Associate Internship?
- The internship duration is flexible, ranging from 2 to 6 months. This allows for a substantial learning period and the possibility of a Pre-Placement Offer (PPO).
- What are the mandatory requirements before interviewing for the Investment Planning Associate Internship?
- The mandatory requirement before interviewing for the Investment Planning Associate Internship is to have an active Demat account with AngelOne. Candidates without this will not be considered.
- What kind of experience will I gain as an Investment Planning Associate Intern at FAG Finance?
- As an Investment Planning Associate Intern, you will gain practical, hands-on experience in investment planning, portfolio analysis, market research, client onboarding, and financial literacy activities, mentored by experienced professionals.
- What qualifications are needed for the Investment Planning Associate Internship?
- Candidates pursuing or having completed graduation/post-graduation in Finance, Commerce, Economics, or related fields are eligible. A basic understanding of financial markets and strong communication/analytical skills are also required.
- Can I get a full-time offer after the Investment Planning Associate Internship at FAG Finance?
- Yes, FAG Finance offers the possibility of a Pre-Placement Offer (PPO) upon successful completion of the internship, which can lead to a full-time role.
- What specific financial products will I be working with during the internship?
- During the internship, you will gain exposure to mutual funds, equities, and SIPs, as well as assist in broader investment planning and portfolio analysis activities.