Internship Trainee

About the Role

Vardhishnu Financial Services LLP is a growing financial services firm committed to helping individuals and businesses make informed financial decisions. The firm offers a range of services such as financial planning, investment advisory, and related support to clients. Team members work in a collaborative environment focused on integrity, transparency, and client satisfaction. The firm values learning, professional growth, and practical exposure to core financial concepts. Interns gain insight into real-world financial operations while contributing to client-focused solutions.

The Internship Trainee role is a full-time, on-site position based in Pune City. The trainee will support day-to-day financial operations, such as assisting in data collection, preparing basic reports, and updating client records under the guidance of senior team members.

Key Responsibilities

• Assist in data collection.
• Prepare basic reports.
• Update client records.
• Help with documentation for financial products.
• Maintain spreadsheets.
• Organize files.
• Coordinate with internal teams for information.
• Observe and learn how financial planning and advisory services are delivered.
• Participate in meetings where appropriate.
• Receive training on tools and processes used within the firm.

Qualifications

• Strong interest in finance, financial services, or investment advisory, with a willingness to learn and apply new concepts.
• Basic proficiency in MS Office (especially Excel and Word) and comfort working with numerical data and spreadsheets.
• Effective communication skills, including clear written and verbal communication and the ability to interact professionally with team members.
• Good organizational and time-management skills, with attention to detail and accuracy in documentation and data entry.
• Ability to work on-site in Pune City, collaborate in a team setting, and follow instructions and company processes.
• Educational background in commerce, finance, business, economics, or a related field (current students or recent graduates are encouraged to apply).
• Professional attitude, integrity, and a customer-focused mindset.
• Prior internship or project experience in a related area is an added advantage.