Wealth Management Internship in Ahmedabad at KMG Wealth
Wealth Management
KMG WealthLocation(s): Ahmedabad
Start DateImmediately
Duration6 Months
StipendRs. ₹ 7,000 - 15,000 /month
Posted On16 Dec '25
Apply By15 Jan' 26
DESCRIPTION
About the internship
Selected intern's day-to-day responsibilities include:
1. Analyzing investment statements, market trends, and investment performance to support client portfolio management by reviewing data and identifying key insights.
2. Using strong verbal and written communication skills to interact with clients, understand their needs, and present financial information clearly by conducting meetings and preparing clear reports.
3. Applying proficiency with financial software, such as Microsoft Excel or financial planning tools, to perform data analysis and manage client information by creating spreadsheets and tracking investment portfolios.
4. Demonstrating an understanding of financial markets, investment products, and economic indicators to assist in making informed investment recommendations by researching trends and presenting actionable insights.
5. Maintaining a high level of accuracy in managing financial data, preparing reports, and ensuring compliance with regulatory requirements and internal procedures by double-checking data entries and ensuring adherence to standards.
1. Analyzing investment statements, market trends, and investment performance to support client portfolio management by reviewing data and identifying key insights.
2. Using strong verbal and written communication skills to interact with clients, understand their needs, and present financial information clearly by conducting meetings and preparing clear reports.
3. Applying proficiency with financial software, such as Microsoft Excel or financial planning tools, to perform data analysis and manage client information by creating spreadsheets and tracking investment portfolios.
4. Demonstrating an understanding of financial markets, investment products, and economic indicators to assist in making informed investment recommendations by researching trends and presenting actionable insights.
5. Maintaining a high level of accuracy in managing financial data, preparing reports, and ensuring compliance with regulatory requirements and internal procedures by double-checking data entries and ensuring adherence to standards.
Skill(s) required
English Proficiency (Spoken)
Financial Services
Investing
MS-Excel
MS-Office
Research and Analytics
Earn certifications in these skills
Who can apply
Only those candidates can apply who:
1. are available for full time (in-office) internship
2. can start the internship between 16th Dec'25 and 20th Jan'26
3. are available for duration of 6 months
4. are from Ahmedabad only
5. have relevant skills and interests
* Women wanting to start/restart their career can also apply.
Other requirements
1. Candidate with a finance major in bachelor’s or master’s degree.
2. Candidate who has cleared the NISM Series V-A examination.
3. Candidate who has cleared or is pursuing CFP (Certified Financial Planner), CWM (Chartered Wealth Manager), or CFA (Chartered Financial Analyst) programs.
Perks
Certificate
Letter of recommendation
5 days a week
Free snacks & beverages
Job offer
Additional information
Stipend Structure:
Fixed pay: ₹ 5,000 - 10,000 /month
Incentive pay: ₹ 2,000 - 5,000 /month
Job offer:
On successful conversion to a permanent employee, the candidate can expect a salary of ₹ 200000 to 300000/yearNumber of openings
2
About KMG Wealth
With over 30 years of presence in the industry, our wealth management firm is based in Ahmedabad, Gujarat, and Jaipur, Rajasthan. We are a team of dynamic individuals who focus on providing quality and exclusive services for personal finance to our investors.
Activity on Internshala
Hiring since February 2023
11 opportunities posted
3 candidates hired