.Investment Planning Associate - Internships;;;..............
FAG Finance · India
- Hybrid
- Full-time
- $480,000 / year
- India
Job highlights
- Internship in investment planning at FAG Finance.
- Gain exposure to financial markets and advisory.
- Assist with research, client onboarding, and reporting.
- Ideal for finance, commerce, or economics students.
- Receive stipend, mentorship, and potential PPO.
About the role
Investment Planning Associate Intern - FAG Finance
FAG Finance 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 offer)
Key skills/competency
- Investment Planning
- Portfolio Analysis
- Financial Markets
- Mutual Funds
- Equity Advisory
- Investor Education
- Market Research
- Client Onboarding
- Financial Literacy
- Communication Skills
Skills & topics
- Investment Planning Associate Intern
- Finance Internship
- Financial Markets
- Portfolio Analysis
- Mutual Funds
- Equity Advisory
- Investor Education
- Market Research
- Client Onboarding
- Stipend Internship
- Remote Internship
- FAG Finance
- Investment
- Finance
- Internship
- MoneyStar
- Commerce
- Economics
- SIP
- AngelOne
- Demat Account
- PPO
How to get hired
- Tailor your resume: Highlight relevant finance coursework, market understanding, and analytical skills for the Investment Planning Associate Intern role.
- Prepare your Demat account: Ensure your AngelOne Demat account is active before the interview as it is mandatory.
- Showcase your passion: Emphasize your eagerness to learn about investment planning and financial markets in your application and interview.
- Research FAG Finance: Understand their focus on wealth building, client-centric approach, and services offered.
Technical preparation
Understand financial market basics.,Familiarize with investment products.,Practice portfolio analysis techniques.,Review client onboarding procedures.
Behavioral questions
Demonstrate strong communication skills.,Show analytical problem-solving abilities.,Exhibit willingness to learn quickly.,Express enthusiasm for finance.
Frequently asked questions
- What is the duration of the Investment Planning Associate Internship at FAG Finance?
- The Investment Planning Associate Internship at FAG Finance has a duration of 2 to 6 months. There is also a possibility of a Pre-Placement Offer (PPO) being extended.
- Is this Investment Planning Associate Internship remote?
- Yes, the Investment Planning Associate Internship at FAG Finance is a remote-only position.
- What is the stipend for the Investment Planning Associate Intern role?
- The stipend for the Investment Planning Associate Intern role ranges from 25,000 to 40,000 per month.
- What are the key responsibilities of an Investment Planning Associate Intern at FAG Finance?
- Key responsibilities include assisting with investment planning, portfolio analysis, mutual fund and equity research, client onboarding, market research, and supporting senior advisors on client cases.
- What eligibility criteria must candidates meet for the FAG Finance internship?
- Candidates should be pursuing or have completed a degree in Finance, Commerce, Economics, or a related field, possess a basic understanding of financial markets, and have good communication and analytical skills.
- Is there a mandatory requirement before interviewing for the Investment Planning Associate Intern position?
- Yes, a mandatory requirement is to have an active Demat account with AngelOne before attending the interview. Profiles without this will not be considered.
- What benefits will interns receive during the FAG Finance internship?
- Interns will gain practical exposure to investment planning, receive mentorship from experienced finance professionals, and obtain a Certificate of Internship & Recommendation Letter. A PPO may also be offered.
- What kind of company is FAG Finance?
- FAG Finance is described as a growing financial services firm specializing in investment planning, equity advisory, mutual funds, and investor education, focused on building long-term client wealth.