WISE FINSERV - WEALTH MANAGEMENT ANALYST INTERNSHIP PROGRAM

Greetings from Wise Finserv,

Congratulations Christ Paul!

It gives us immense pleasure to announce that you’ve been selected for the Internship Programme at Wise
Finserv for Wealth Management Analyst Profile. This programme is scheduled to begin from 14th July
2021 and will last till 14th August 2021. As mentioned earlier, this is a work from home academic
internship. Your Internship mentor will be Mr. Ritvik Singh Rautela.

You will be having a golden opportunity to serve as the face of Wise Finserv and contribute to the growth
of Wise Group of companies. The Internship will include training/orientation and focus primarily on
learning and developing new skills and gaining a deeper understanding of concepts through hands-on
application of the knowledge you learn throughout the internship.

Your Internship will be based on below mentioned aspects of Financial Planning:-

 Understanding of Financial Planning

 Understanding of various asset classes
 Promoting Wise brand across various social media platform
 Client acquisition for financial Plan
 Drawing Financial Plan

On successful completion of your summer internship, you need to submit a project report and
subsequently you will be rewarded with certificate.

We hope that you make the most out of here on your journey with Wise Finserv, make beautiful
memories and share experiences that last a lifetime!

Kindly revert back on this mail, so that we can confirm your position.

Kindly join the below slack channel by today EOD as your acceptance of the offer.

https://join.slack.com/t/wisefundsadig-odg5675/shared_invite/zt-vduf155j-bLtP0OH1pGfYaZ7Q~ELpyQ

Thanks & Regard

Tanya

HR & Operation Executive

Mobile: 7982228056

Email: tanya@wisefinserv.com

Website: www.wisefinserv.com