Embark on a distinguished internship experience at GarudVista Financial Services LLP, where exceptional talent is empowered to shape the future of HNI client advisory.
The GarudVista Internship Program
Beyond traditional internships, GarudVista offers an immersive and high-impact journey designed for ambitious individuals. This is a unique opportunity to gain unparalleled exposure to the intricate world of wealth management, directly contributing to the strategic financial success of high-net-worth individuals.
Our Distinct Internship Philosophy
At GarudVista, our internship program is meticulously crafted to be a truly transformative experience, transcending the conventional “CV building” exercise. We firmly believe in fostering a dynamic and intellectually stimulating environment where cutting-edge theoretical knowledge seamlessly integrates with real-world application. As an intern, you will not merely observe; you will be an indispensable contributor to our agile team, directly influencing our core mission of strategically orchestrating bespoke financial futures for our esteemed clientele.
We are profoundly committed to cultivating the next generation of astute financial professionals. Our program offers unparalleled exposure to sophisticated HNI client relationship management, rigorous mutual fund research methodologies, and the robust operational frameworks underpinning a rapidly evolving wealth management firm. Our philosophy is anchored in exclusive mentorship, profound hands-on learning, and a supportive ecosystem that rigorously nurtures innovation, strategic thinking, and a relentless pursuit of excellence.
Collaborative Environment
Wealth Management & HNI Client Handling Intern
Duration: 6 months
Location: Remote
Who Should Apply: MBA (Finance), B.Com (Hons), CFA aspirants, CFP learners. NISM Series V-A certification highly preferred; required within 1 month.
Key Work Areas:
Handling real-time HNI & NRI client queries
Assisting Relationship Managers with portfolio reviews
Understanding financial goals & recommending mutual fund strategies
**Proactively engaging with prospective clients to expand client base (Sales)**
Tracking client investment behavior & preparing reports
You’ll Learn:
How real wealth advisory is done
Behavioral finance & client communication
Advisory logic for ₹1 Cr+ portfolios
Fundamentals of client acquisition and sales in wealth management
Mutual Fund Research & Risk Profiling Intern
Duration: 6 months
Location: Remote
Who Should Apply: Finance students with MF interest, CFP aspirants, Excel lovers. NISM Series V-A certification highly preferred; required within 1 month.
Key Work Areas:
Mutual fund selection based on real client risk profiles
Portfolio rebalancing research using data tools
Tracking AMC-level updates, changes in fund ratings, and SIP/STP strategies
Preparing comparison reports for client presentations
**Assisting in lead generation efforts for new client outreach**
You’ll Learn:
How we match schemes with client goals
NAV tracking, volatility assessment, rolling return analysis
Research tools used by top advisors
Data interpretation for investor communication
Basics of investment automation
Market research for sales and business development
Client Onboarding, Sales & Operations Intern
Duration: 6 months
Location: Remote
Who Should Apply: Freshers or final-year students looking to enter BFSI. NISM Series V-A certification highly preferred; required within 1 month.
Key Work Areas:
End-to-end HNI client onboarding (KYC, FATCA, documentation)
Sales funnel support: calling leads, follow-ups, CRM data entry
**Directly engaging with new prospects for client acquisition (Sales)**
Explaining GarudVista’s offerings to new prospects
Operational tasks & compliance work with RM team
You’ll Learn:
HNI onboarding & investor lifecycle
Sales techniques in wealth industry
CRM tools & investor documentation
Hands-on experience in client acquisition and relationship building
Financial Data Crunching & Investment Dashboard Intern
Duration: 6 months
Location: Remote
Who Should Apply:Excel/Python enthusiasts, B.Tech, CA students, finance-data hybrid aspirants. NISM Series V-A certification highly preferred; required within 1 month.
Key Work Areas:
Automating AUM, SIP tracking using Google Sheets / Python
Creating dashboards for performance analytics
Back-testing investment returns (MF vs FD vs Equity)
Parsing raw data from AMCs, NSDL, and fund houses
**Analyzing market data to identify potential client segments for sales initiatives**
You’ll Learn:
How to build dashboards for real financial decision-making
Data interpretation for investor communication
Basics of investment automation
Data-driven strategies for sales and client outreach
Strategic Financial Growth
Why an Internship with GarudVista is Exceptional
Frequently Asked Questions
Yes, all internships at GarudVista are remunerated with a competitive stipend, reflective of industry standards and commensurate with the scope of work and your qualifications. In addition, the final stipend may also be performance-linked, taking into consideration factors such as client engagement and business development contributions made by the intern during their tenure. Specific financial details will be transparently discussed during the conclusive stages of the interview process.
Interns are typically expected to dedicate approximately 4-6 hours per day, from Monday to Friday. We advocate for a consistent engagement to maximize the learning outcome. While we appreciate academic commitments, a diligent and punctual presence is paramount for successful integration into our fast-paced environment.
Our rigorous selection process is designed to identify top-tier talent. It typically encompasses:
- A comprehensive review of your submitted application (online form submission followed by emailed CV and Statement of Purpose).
- An initial screening call to assess fundamental alignment.
- One to two rounds of in-depth interviews, focusing on analytical prowess, motivation, and cultural synergy.
- For specialized roles, a practical assessment or intricate case study may be administered to gauge problem-solving capabilities.
While our internship program is primarily focused on invaluable learning and professional exposure, we actively identify and cultivate exceptional talent. Interns who demonstrate exemplary performance, a strong cultural fit, and unwavering commitment may be considered for full-time career opportunities within GarudVista, contingent upon organizational requirements and mutual alignment.
Proficiency in Microsoft Excel is a foundational requirement. Depending on the specific internship role, a working knowledge of advanced data analysis tools, financial modeling software, or programming languages (e.g., Python for data roles) would be highly advantageous. We value a strong aptitude for learning new technologies.
Prospective interns are strongly encouraged to possess the NISM Series V-A: Mutual Fund Distributors Certification prior to the internship. If not already obtained, candidates are required to complete this certification within the first month of their internship tenure. This ensures a foundational understanding crucial for client-facing and research roles within wealth management.
Seamless Application Process
Step 1: Formal Submission of Initial Application
Complete the detailed application form above. Ensure all mandatory fields are meticulously filled to provide us with an initial overview of your profile and aspirations.
Step 2: Expedited CV & Statement of Purpose Transmission
Immediately following your online submission, transmit your comprehensive Curriculum Vitae (CV) and a concise Statement of Purpose (max 200 words) via email to:
Mandatory Email Subject Line Format: Internship Application – [Your Full Name] – [Desired%20Role]
Your Statement of Purpose should incisively articulate your intrinsic motivation for seeking an internship with GarudVista and precisely how your unique skill set and career aspirations resonate with our organizational ethos and the specific demands of your chosen specialization.