Investment Planning Executive (Vapi)

Job Title: Investment Planning Associate
- Internship Company: FAG Finance Location: Remote Only Duration: 2–6 Months (PPO Available) Stipend: ( 25k to 40K )
- monthly

About FAG Finance FAG Finance is a growing financial services firm focused on investment planning, equity advisory, mutual funds, and investor education. We work closely with clients to build long-term wealth through disciplined and informed investing.

Role Overview We are looking for enthusiastic interns who want hands-on exposure to investment planning and financial markets. This internship is ideal for students or fresh graduates looking to build a career in finance.

Key Responsibilities
- Assist in investment planning and portfolio analysis
- Support mutual fund, equity, and SIP-related research
- Help in client onboarding and documentation processes
- Conduct basic market research and prepare reports
- Participate in investor awareness and financial literacy activities
- Work with senior advisors on live client cases

Eligibility Criteria
- Pursuing or completed graduation/post-graduation in Finance, Commerce, Economics, or related fields
- Basic understanding of financial markets and investment products
- Good communication and analytical skills
- Willingness to learn and work in a rapid-paced environment

Mandatory Requirement (Before Interview) ⚠️ Candidates must have an active Demat account with AngelOne before appearing for the interview. (Profiles without this requirement completed will not be considered.)

What You’ll Gain
- Practical exposure to real-world investment planning with stipend.
- Mentorship from experienced finance professionals
- Certificate of Internship & Recommendation Letter (PPO can be offer) Apply on Kit Job: kitjob.in/job/4nanmt