Wealth Management – Research
1 day ago
Selected Intern's Day-to-day Responsibilities Include
- Assist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.
- Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.
- Support portfolio reviews, including gap analysis and risk assessments for existing clients.
- Help prepare investment proposals and financial plans tailored to client goals.
- Create and maintain client reporting dashboards and presentation materials.
- Perform market and sector research to support investment decisions.
- Collaborate with senior wealth managers on live client cases and real-world advisory projects.
- Attend and contribute to industry events, including sessions with AMC representatives and fund managers.
Interns Will
- Gain hands-on experience with live client portfolios, investment proposals, and mutual fund analysis.
- Interact with industry professionals and attend AMC events hosted by leading asset management companies (e.g., HDFC, Nippon India, Motilal Oswal).
- Build core skills in financial planning, risk analysis, and portfolio strategy—critical for careers in wealth management, investment banking, or CFA/MBA pathways.
- Receive a certificate and a personalized Letter of Recommendation based on performance, which can significantly strengthen future job or academic applications.
About Company: Foundation Wealth Capital Avenues is a comprehensive financial services firm committed to helping people pursue their financial goals. FWCA is formed by a group of senior professionals and likeminded people with a significant experience in Wealth Management, Private Banking and Financial services. The time trust and reliability are scarce in the financial services business and that has lead this group to start this venture help investors to navigate this journey.
We offer a wide range of financial services to individuals and business owners. We are here to help you build and maintain a solid financial foundation based on your goals and your best interest. As your life and these goals change we are here to help you make sure that you objectively see all of the opportunities and challenges that you may encounter. Foundation Wealth is a committed partner in this journey to help and serve you with all that is required in the process of Wealth Accumulation, Preservation and Transmission.
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