Financial Planning Intern

2 weeks ago


Mumbai, Maharashtra, India Fee Only Investment Advisers LLP (SEBI Registration No. INA00014836) Full time

Company Profile -

Fee Only Investment Advisers LLP is a SEBI Registered Investment Advisor (RIA) having a niche base of HNI financial planning clients within and outside India. The principal officer and partner Harsh Roongta is a well-known media personality who is an acknowledged expert on tax and personal finance matters. Harsh writes a fortnightly column in Business Standard called "Truth be Told" and also appears on various TV shows. Harsh is also a director and ex chair of the Association of Registered Investment Advisers (ARIA), Governing Council Member – Sahamati; He is a member of the AIF advisory committee formed by SEBI.

What You'll Do?

The candidate will get a chance to assist and learn from the Operations Manager and the Financial Planners in the following areas.

1) Updating and maintaining client investment data in a software.

2) Initiating Mutual Fund transactions for clients.

3) Account opening and Update KYC for clients.

4) Capital gain statements and CAS reconciliation.

5) Providing MIS like SIP bounce report, STP report etc.

6) Assisting senior financial planners in their tasks such as insurance analysis, search for unclaimed shares/dividends (IEPF), nominations audit on the investments of the client, portfolio performance review.

7) Coordinating and follow up with Mutual funds houses and PMS providers.

8) Client onboarding process.

What We're Looking For?

1. This position is for freshers only who want to work in Financial Planning and Wealth Management.

2. Good knowledge in advanced Microsoft Excel including pivot tables/VLOOKUP etc.

3. Good command of written & spoken English.

4. Common Sense Financial Acumen.

Qualifications -

Graduate/Postgraduate in any stream plus

CFP or NISM VA or NISM XA Certified is a must

Compensation and other details -

1. The internship period is 12 months.

2. Stipend during internship will be Rs. 24,000/- pm.

3. This is 6 days a week work from our office at Bandra Kurla Complex (BKC).

4. This does not require any sales activity.

5. Post the 1-year internship period, based on performance intern may be offered full time employee position. Currently the salary for that position would be around 30,000/- p.m. plus benefits like insurance reimbursement, retention bonus, performance-based pay and 28 paid leaves with CTC totaling Rs. 4,00,000+.

Why Join Us?

· Flexible work hours

· CTC best in industry

· Excellent work environment

· Ideal work-life balance

· Opportunity to work with and learn from a team of seasoned Chartered Accountants, CFAs, and Engineer/MBAs

· Chance to learn and work with Harsh Roongta

How to Apply:

email: with details of your resume


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