Investment Planning Associate.......
FAG Finance · India
- Hybrid
- Internship
- $40,000 / year
- India
Job highlights
- Gain practical investment planning experience remotely.
- Assist with portfolio analysis and market research.
- Support client onboarding and financial literacy initiatives.
- Learn from experienced finance professionals.
- Opportunity for a Pre-Placement Offer (PPO).
About the role
Investment Planning Associate Intern - Internship
Company: FAG Finance
Location: Remote Only
Duration: 2–6 Months (PPO Available)
Stipend: ( 25k to 40K ) - monthly
About 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
- Client Onboarding
- Market Research
- Investor Education
- Financial Literacy
- Finance Intern
Skills & topics
- Investment Planning
- Finance Internship
- Portfolio Analysis
- Market Research
- Mutual Funds
- Equity Advisory
- Client Onboarding
- Financial Markets
- Investor Education
- FAG Finance
- Remote Internship
- Finance
- Economics
- Commerce
- Intern
How to get hired
- Tailor your resume: Highlight relevant finance coursework, market understanding, and analytical skills.
- Address mandatory requirements: Ensure your AngelOne Demat account is active before applying.
- Showcase your eagerness: Emphasize your willingness to learn and contribute in a fast-paced environment.
- Prepare for interviews: Be ready to discuss financial markets and your interest in investment planning.
Technical preparation
Understand financial market basics.,Familiarize yourself with investment products.,Learn about portfolio analysis techniques.,Practice using financial research tools.
Behavioral questions
Describe a time you learned a new skill.,How do you handle multiple tasks?,Explain your interest in finance.,How do you work in a team?
Frequently asked questions
- What is FAG Finance looking for in an Investment Planning Associate Intern?
- FAG Finance seeks interns pursuing or holding a degree in Finance, Commerce, or Economics. Essential qualities include a basic understanding of financial markets, strong communication and analytical skills, and a proactive willingness to learn and adapt to a fast-paced environment.
- Is the Investment Planning Associate Internship at FAG Finance remote?
- Yes, this Investment Planning Associate Internship at FAG Finance is exclusively remote, offering flexibility for candidates regardless of their location.
- What is the duration of the Investment Planning Associate Internship at FAG Finance?
- The internship at FAG Finance has a flexible duration of 2 to 6 months. There is also the possibility of a Pre-Placement Offer (PPO) upon successful completion.
- What is the stipend for the Investment Planning Associate Intern role at FAG Finance?
- The monthly stipend for the Investment Planning Associate Intern position at FAG Finance ranges from 25,000 to 40,000.
- Is an active Demat account required to apply for the FAG Finance internship?
- Yes, having an active Demat account with AngelOne is a mandatory requirement before you can interview for the Investment Planning Associate Intern position at FAG Finance. Applications without this will not be considered.
- What kind of experience will I gain as an Investment Planning Associate Intern at FAG Finance?
- As an intern, you will gain practical, hands-on experience in investment planning, portfolio analysis, mutual fund and equity research, client onboarding, and market research, while working on live client cases.
- What are the benefits of completing the Investment Planning Associate Internship at FAG Finance?
- Upon successful completion, you will receive a Certificate of Internship, a Recommendation Letter, and potentially a Pre-Placement Offer (PPO). You'll also gain valuable practical exposure and mentorship.