Investment Planning Associate Intern
FAG Finance
Job Overview
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Job Description
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
How to Get Hired at FAG Finance
- 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.
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