Finance Internship in Mumbai

4 days ago

Mumbai Metropolitan Region, India JP Financial Full time
  • Support investment research and assist in preparing recommendations. 2. Help create financial plans for clients
  • Track portfolio performance and prepare review updates
  • Study mutual funds and market data for insights
  • Assist in preparing presentations and product summaries
  • Support daily operations within the mutual funds and financial planning
  • Maintain and update reports, records, and client data

8 Assist with documentation, accounts, updates, and coordination

  • Deliver accurate work and complete tasks within timelines intern's day-to-day responsibilities include:

Full Training will be provided free.

About Company: Located in Mahalaxmi (West), Mumbai, JP Financial has been guiding senior corporate executives and leaders in making informed financial decisions for over 23 years, specializing in retirement planning to secure a worry-free future, financial planning to build and grow wealth, and mutual funds advisory and distribution to help clients invest with confidence. With our expertise, you receive personalized strategies designed to safeguard and enhance your financial future, helping you achieve long-term success.

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