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Company Description
🌟 Internship Opportunity | Finolace Wealth | Nashik
We're hiring a Finance Intern at Finolace Wealth — a SEBI-registered mutual fund distribution firm focused on helping clients build long-term wealth through goal-based financial planning.
If you're passionate about financial advisory and want real hands-on experience — not just chai and photocopying — this is for you.
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📌 Role: Finance & Wealth Management Intern
📍 Location: Nashik, Maharashtra (On-site/Hybrid)
🏢 Firm: Finolace Wealth
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🔹 What You'll Do
• Client Interaction — Assist in understanding client goals, risk appetite, and financial situation
• Financial Planning Support — Help prepare goal-based investment plans for clients
• Mutual Fund Analysis — Analyse MF schemes category-wise (equity, debt, hybrid, sectoral, etc.)
• Portfolio Review — Review and analyse existing client portfolios for performance and alignment
• Research & Reporting — Prepare fund comparison sheets, factsheets, and advisory notes
• Documentation — Support KYC, onboarding, and compliance documentation
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🎓 Who Should Apply
✅ CFA (pursuing or completed)
✅ CFP (pursuing or completed)
✅ CA / CMA (pursuing or completed)
✅ MBA Finance (pursuing or completed)
✅ Any graduate/postgraduate with strong interest in wealth management & financial advisory
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💡 You'll Thrive Here If You
• Understand or are learning mutual fund concepts
• Are curious about how financial planning actually works in practice
• Want to build a career in wealth management or financial advisory
• Are comfortable talking to clients and explaining financial concepts simply
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📩 To Apply:
DM me directly or send your CV to cakaranmahale@gmail.com
Click on Apply to know more.