.Investment Planning Associate - Internships;;;..................
FAG Finance · India
- Hybrid
- Full-time
- $480,000 / year
- India
Job highlights
- Internship in investment planning and financial markets.
- Assist with portfolio analysis and market research.
- Support client onboarding and financial education activities.
- Gain practical experience and mentorship in finance.
- Remote internship with potential for PPO.
About the role
Investment Planning Associate Intern
Company: FAG Finance
Location: Remote Only
Duration: 2–6 Months (PPO Available)
Stipend: ( 25k to 40K ) - monthly
About FAG Finance
MONEYSTAR is a growing financial services firm focused on investment planning, equity advisory, mutual funds, and investor education. We work closely with clients to build long-term wealth through disciplined and informed investing.
Role Overview
We are looking for enthusiastic interns who want hands-on exposure to investment planning and financial markets. This internship is ideal for students or fresh graduates looking to build a career in finance.
Key Responsibilities
- Assist in investment planning and portfolio analysis
- Support mutual fund, equity, and SIP-related research
- Help in client onboarding and documentation processes
- Conduct basic market research and prepare reports
- Participate in investor awareness and financial literacy activities
- Work with senior advisors on live client cases
Eligibility Criteria
- Pursuing or completed graduation/post-graduation in Finance, Commerce, Economics, or related fields
- Basic understanding of financial markets and investment products
- Good communication and analytical skills
- Willingness to learn and work in a fast-paced environment
Mandatory Requirement (Before Interview)
⚠️ Candidates must have an active Demat account with AngelOne before appearing for the interview. (Profiles without this requirement completed will not be considered.)
What You’ll Gain
- Practical exposure to real-world investment planning with stipend.
- Mentorship from experienced finance professionals
- Certificate of Internship & Recommendation Letter (PPO can be offered)
Key skills/competency
- Investment Planning
- Financial Markets
- Portfolio Analysis
- Mutual Funds
- Equity Research
- Client Onboarding
- Market Research
- Financial Literacy
- Communication Skills
- Analytical Skills
Skills & topics
- Investment Planning Associate
- Internship
- Finance
- Financial Markets
- Portfolio Analysis
- Mutual Funds
- Equity Research
- Client Onboarding
- Market Research
- Investor Education
How to get hired
- Tailor your resume: Highlight finance coursework, analytical skills, and any investment-related projects for the Investment Planning Associate Intern role.
- Showcase your understanding: Clearly demonstrate your basic knowledge of financial markets and investment products in your application.
- Prepare for the interview: Be ready to discuss market research and analytical skills, and ensure your AngelOne Demat account is active.
- Express enthusiasm: Convey your eagerness to learn and contribute in a fast-paced financial services environment.
- Network if possible: Connect with FAG Finance employees on LinkedIn to understand their culture and gain insights.
Technical preparation
Ensure AngelOne Demat account is active.,Review financial market fundamentals.,Practice portfolio analysis techniques.,Familiarize with mutual funds and equities.
Behavioral questions
Demonstrate willingness to learn and adapt.,Show strong communication and interpersonal skills.,Highlight analytical and problem-solving abilities.,Express interest in finance and client success.
Frequently asked questions
- What is the main focus of the Investment Planning Associate Intern role at FAG Finance?
- The Investment Planning Associate Intern role at FAG Finance focuses on providing hands-on exposure to investment planning, portfolio analysis, mutual fund and equity research, and client onboarding within the financial markets.
- Is this internship remote? What is the duration and stipend at FAG Finance?
- Yes, this internship is strictly remote. The duration ranges from 2 to 6 months, and the monthly stipend is between 25,000 to 40,000.
- What are the mandatory requirements for candidates applying for the Investment Planning Associate Intern position?
- A mandatory requirement before the interview is to have an active Demat account with AngelOne. Profiles without this completed requirement will not be considered for the Investment Planning Associate Intern role.
- What educational background is preferred for the Investment Planning Associate Intern at FAG Finance?
- FAG Finance prefers candidates who are pursuing or have completed their graduation or post-graduation in Finance, Commerce, Economics, or a closely related field for the Investment Planning Associate Intern position.
- What kind of practical experience can an intern expect at FAG Finance?
- Interns can expect practical exposure to real-world investment planning, including assisting with portfolio analysis, market research, and working with senior advisors on live client cases.
- Does FAG Finance offer full-time positions after the internship?
- Yes, FAG Finance offers the possibility of a Pre-Placement Offer (PPO) upon successful completion of the internship, along with a certificate and recommendation letter.
- What specific financial products will I be working with as an Investment Planning Associate Intern?
- As an Investment Planning Associate Intern, you will gain exposure to mutual funds, equities, and potentially other investment-related products through research and client support activities.
- How important are communication and analytical skills for this internship?
- Good communication and analytical skills are essential for the Investment Planning Associate Intern role, as you will be involved in research, client interaction, and reporting.